Just a few additional points about Fido bond offerings: But dealing with Fidelity’s search-engine is a pain in the butt. At every refresh, all parameters have to be resetI don’t know, maybe you still have their old search software on your account. My Fidelity search engine has an “Edit button” (just like Etrade) that allows me to change just the parameters I want. It also allows me to “Save” queries by name (just like Etrade). The search engines are now quite similar in function, and Fidelity seems to have more selection options that one can search on. because their minimum-purchase requirements tend to be larger than those at Zions or E*Trade This is true now but was not true before. Fidelity seemed to take a step backwards about a month ago. They used to show the same minimums as Etrade for BondDesk offerings. But lately I’ve noticed that even when an issue is listed with identical qty and price, Etrade might have a min of 1 or 2 but Fidelity will only allow a minimum of 5. This changed recently. I wonder if maybe other dealers complained because they were losing small retail business.
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