Investing - Theory, News & General • Tracking Dividends/Interest with Fidelity?

I don't know of anything on Fidelity's site that will produce quite what Schwab generates, which is a very nice current-year projection--it's a combination of the actual numbers for year-to-date plus an estimate of the rest of the year given current holdings. It's one of the biggest things I miss about Schwab, super-helpful for tax planning! (Although I have learned a few things about what I can get from Fido from other responses here.)

At Fido, the "Estimated Annual Income" in particular (in the Dividend View under Positions) is a more generalized idea of "if you hold this for a year here's what you'd make from it". So for instance an account with recently-purchased VTI will still show ~1.3% EAN, not just the September and December dividends that are all you're getting this year. Quite helpful for long-term planning but not so much tactical tax fussery. (If what I want is actually available at Fido somebody please tell me where to find it, you'll have my deep thanks and I'll buy you a donut!)

That said take it all with many grains of salt, whoever the provider. At Fido they screw up and list dividends for their own FZROX as $0.004/share, which was the supplemental second dividend last December, but in reality it's another total market fund that pays ~1.4% just like VTI. Schwab screws it up differently--they have the September dividends for VTI projected as payable in October (which is correct, payable date is 10/1) but show December as paid in January 2025 (which is wacked unless I misunderstand how all this works, payable date is 12/26).

Statistics: Posted by Optimizer7 — Mon Sep 02, 2024 11:46 pm — Replies 8 — Views 1300