How to make your first investment (Fidelity)

@financebynick

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Fidelityfidelity.com

Fidelity Investments is a financial services company that helps customers plan and achieve their most important financial goals. We offer a wide range of financial products and services for individuals and businesses, including trading & investing, retirement, spending & saving, and wealth management.

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Why it worked

The video provides high-utility, actionable content that lowers the barrier to entry for beginners, making a complex financial task feel simple and accessible.

Summary

The creator provides a step-by-step tutorial on how to purchase a stock using the Fidelity mobile app. He walks the viewer through the interface, from selecting the trade option to confirming the purchase.

Structure

1Introduction to the tutorial
2Navigating the Fidelity app interface
3Selecting a stock to purchase

Original caption

Follow these steps to make your first investment on Fidelity! #investing #investingforbeginners #PersonalFinance #moneytok

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Product placement

The Fidelity mobile app is the primary focus of the video, shown throughout as a screen recording.

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How to make your first investment (Fidelity)

Transcript

How to make your first investment using Fidelity. Assuming that you've already made an account and signed in, all you have to do is click the green plus button at the bottom. You're gonna see a bunch of different options. If you don't have any money in your Fidelity account yet, then you click the transfer button. But for this example, I'm gonna assume that you've already transferred money. So now we're just gonna go ahead and click trade. Once you click trade, you can search for a specific stock. I've already searched for Microsoft, so I'm gonna go ahead and just click it. I'm pretty much saying that I want to invest in Microsoft stock. From here, make sure you're on the right account and that you have money in this account. So I'm gonna go ahead and use my long-term investing account for this example. I have about 150 dollars in it. Then just set the amount to whatever you wanna invest and then when you're all set, you can just hit preview and then just confirm it and you're good to go. The market is open from 9:30 AM Eastern to 4 PM Eastern time, Monday through Friday. So the next time the market is open, you can buy your first stock. Follow for more finance tips.