Fidfolios - crm.catalystglobal.com 7787ce
You can make a custom index with up to 50 individual stocks, or a custom asset allocation. Webjun 24, 2022 · fidelity just announced a new feature called fidelity solo fidfolios. Happy to hear you like our fidfolios!
It sounds like it is a mutual fund that does automatic tax loss harvesting with a low expense ratio (0. 40%) and a $5,000. Webwe are always looking to bring features and products to our clients that they need.