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1. FIDELITY MYMONEY CHECKUP FULL
2. FIDELITY MYMONEY CHECKUP LICENSE
3. FIDELITY MYMONEY CHECKUP PROFESSIONAL

FIDELITY MYMONEY CHECKUP LICENSE

Visa and Visa Signature are registered trademarks of Visa International Service Association and are used by the issuer pursuant to license from Visa U.S.A., Inc.įidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 The creditor and issuer of this card is Elan Financial Services, pursuant to a license from Visa U.S.A. Establishment or ownership of a Fidelity account or other relationship with Fidelity Investments is not required to obtain a card or to be eligible to use Points to obtain any rewards offered under the program other than Fidelity Rewards.

FIDELITY MYMONEY CHECKUP FULL

Full details appear in the Program Rules new card customers receive with their card. The redemption value is different if you choose to redeem your Points for other rewards such as travel options, merchandise, gift cards, and/or statement credit. The 2% cash back rewards value applies only to Points redeemed for a deposit into an eligible Fidelity account. Mint purchases, or transactions to purchase cash convertible items. Certain transactions are not eligible for Reward Points, including Advances (as defined in the Agreement, including wire transfers, travelers checks, money orders, foreign cash transactions, betting transactions, lottery tickets and ATM disbursements), Annual Fee, convenience checks, balance transfers, unauthorized or fraudulent charges, overdraft advances, interest charges, fees, credit insurance charges, transactions to fund certain prepaid card products, U.S.

Reward Points will not expire as long as your Account remains open. You may not redeem Reward Points, and you will immediately lose all of your Reward Points, if your Account is closed to future transactions (including, but not limited to, due to Program misuse, failure to pay, bankruptcy, or death).

Upon approval, refer to your Program Rules for additional information. Account must be open and in good standing to earn and redeem rewards and benefits. *You will earn 2 Points per dollar in eligible net purchases (net purchases are purchases minus credits and returns) that you charge. There are only two types included in this check-up-married filing jointly and single. Your estimated after-tax income within the check-up does not take into account contributions made towards retirement.

FIDELITY MYMONEY CHECKUP PROFESSIONAL

Consult an attorney or tax professional regarding your specific situation. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Tax laws and regulations are complex and subject to change, which can materially impact investment results. The information herein is general and educational in nature and should not be considered legal or tax advice.

Your actual state and/or locality may use a different rate.įidelity does not provide legal or tax advice. A rate of 5% is added to the calculated 2021 federal effective rate to estimate potential state and local taxes. The Statistics of Income data is based on averages and may not represent your personal situation.

To calculate your hypothetical effective tax rate, we estimate your total deductions by using Statistics of Income data provided by the Internal Revenue Service. The total income you enter should be the same as the income which is reported on page 1 of the IRS Federal Form 1040 and refers to all of your federal total (pretax) income that you may subsequently 1) apply adjustments to and 2) apply deductions to (standard or itemized) to derive a value representing taxable income that a tax obligation will be based on. Your actual after-tax income may be higher or lower than this estimate. Your estimated after-tax income is calculated by applying an estimated 2021 federal effective tax rate to the value entered for your yearly household income (an effective tax rate is the average rate at which earned income is taxed). Your circumstances are unique therefore if you believe that you need personalized tax advice, then you should consult a tax advisor. The Budget Checkup is intended to serve as an educational tool and should not be construed as tax or investment advice. Additionally, Fidelity suggests users have an emergency fund available to cover 3-6 months of essential expenses. The checkup is based on Fidelity's point of view that users should allocate 50% of their take home pay to essential expenses, 15% of their pre-tax income towards retirement savings including employer contribution and 5% of take home pay to short term savings, which can be used to cover variable miscellaneous expenses which are difficult to budget. The Budget Checkup is intended to provide users with an educational assessment of how their savings and spending habits compare to Fidelity's suggested guidelines.