Personal Finance (Not Investing) • How to fund and invest SEP-IRA with Fidelity in ONE step?

Every year I have to go through an annoying two-step process to invest in my SEP IRA. First I have to add funds ( contribute ), by transferring cash from my linked bank account. Then I have to wait a few days and "invest" this money by placing an order in Fidelity. Seems like there should be a way to do both steps in one go?

Mail in a check with this form: https://www.fidelity.com/bin-public/060 ... t-slip.pdf

Check the "SEP IRA" box. Enter the name and ticker of a mutual fund. See what happens!

Statistics: Posted by RyeBourbon — Thu Apr 11, 2024 5:07 pm — Replies 7 — Views 238