FYI
Last year we moved all our accounts from Vanguard to Fidelity. Yesterday, I tried to start the backdoor Roth process for my DW. She had given me limited account authorization. I could not make the IRA contribution for her. We switched the authorization to Full Access. I still couldn't make the contribution for her. Apparently, there is no way for me to make the contribution for her online short of me logging into her account. This was not an issue at Vanguard. Not a huge deal, but people should be aware of this difference between Vanguard and Fidelity. I am still quite pleased with Fidelity despite this minor frustration.
Last year we moved all our accounts from Vanguard to Fidelity. Yesterday, I tried to start the backdoor Roth process for my DW. She had given me limited account authorization. I could not make the IRA contribution for her. We switched the authorization to Full Access. I still couldn't make the contribution for her. Apparently, there is no way for me to make the contribution for her online short of me logging into her account. This was not an issue at Vanguard. Not a huge deal, but people should be aware of this difference between Vanguard and Fidelity. I am still quite pleased with Fidelity despite this minor frustration.
Statistics: Posted by mhc — Thu Jan 02, 2025 2:45 pm