Tag
fidelity
14 posts tagged fidelity
- NRI Finance·
Keeping your US brokerage account after returning to India: PFIC trap, Schedule FA, and what to sell
Returning NRIs can keep Schwab/Fidelity/IBKR accounts as Indian residents. But US-domiciled mutual funds trigger PFIC rules. What to sell, what to keep, and how to report.
- RSU Management·
ServiceNow RSU India guide: vesting, NOW shares, and tax for Indian employees (2026)
ServiceNow RSU guide for Indian employees in Hyderabad: 4-year quarterly vesting, Fidelity NetBenefits, transferring NOW shares to Rovia or IBKR, Form...
- RSU Management·
Workday RSU India guide: vesting, WDAY shares, and tax for Indian employees (2026)
Workday RSU guide for Indian employees in Pune and Hyderabad: 4-year quarterly vesting, Fidelity NetBenefits, transferring WDAY shares to Rovia or...
- RSU Management·
Schedule FA field-by-field: what to enter for each column in ITR-2 (2026)
Complete field-by-field guide to Schedule FA in ITR-2: what to enter for US stocks, RSUs, Fidelity/E*Trade accounts, peak value calculation, closing...
- RSU Management·
Fortinet RSU India guide: vesting, FTNT shares, and tax for Indian security engineers (2026)
Fortinet RSU guide for Indian employees in Bangalore: 4-year quarterly vesting, Fidelity NetBenefits, transferring FTNT shares to Rovia or IBKR, Form...
- RSU Management·
ARM Holdings RSU India guide: post-IPO equity, Fidelity, and what Indian engineers should do with ARM shares
ARM Holdings RSU guide for Indian residents in Bengaluru and Pune: post-IPO vesting schedules, Fidelity NetBenefits, transferring ARM shares to Rovia...
- NRI Finance·
How to close or transfer a US brokerage account when leaving the US: IBKR, E*TRADE, Schwab, Fidelity
Leaving the US for India or another country? Most US brokerages won't hold accounts for non-US residents. Here's what happens to your E*TRADE, Schwab,...
- RSU Management·
W-8BEN for Indian RSU holders: what it is, how to file it, and what happens when it lapses
W-8BEN certifies your Indian residency to your US broker and cuts dividend withholding from 30% to 25% under the India-US DTAA. Here's exactly how to...
- RSU Management·
Reading your Fidelity NetBenefits statement: a field-by-field guide for Indian RSU holders
Field-by-field walkthrough of your Fidelity NetBenefits statement for Indian tax filing — vest rows, cost basis, 1042-S, and how every field maps to...
- US Investing·
How to buy the FBTC Bitcoin ETF from India
Buy FBTC (Fidelity Wise Origin Bitcoin Fund) from India legally via the LRS, in INR. FBTC is the second-largest spot Bitcoin ETF at 0.25% TER. Critical tax insight: FBTC gains taxed at 12.5% LTCG, not 30% VDA. Full tax comparison, estate-tax, worked example, bull/bear, risks.
- RSU Management·
Walmart RSU India guide: 3-year vesting, Fidelity, and what Walmart Global Tech employees should do with WMT shares
Walmart RSU vesting schedule for Indian residents at Walmart Global Tech: 3-year annual vest, Fidelity NetBenefits, WMT dividend and Form 44, Form 16...
- RSU Management·
Oracle RSU India guide: 4-year vesting, Fidelity NetBenefits, and what Indian employees should do with ORCL shares
Oracle RSU vesting schedule for Indian residents: 4-year vest with 25% annual cliff, Fidelity NetBenefits, Form 16, Schedule FA, ORCL dividends and...
- RSU Management·
Rovia vs Fidelity NetBenefits: a guide for Indian RSU holders
RSUs vesting into Fidelity NetBenefits? Here's the honest comparison with Rovia — INR cost basis, Schedule FA, lot-level tax tooling, and the full...
- RSU Management·
The share-transfer problem: why Indian residents are stuck with their employer's broker
ACATS guide: move RSU shares from Fidelity, E*TRADE, or Morgan Stanley to an Indian broker. Timeline 5–10 days. Cost basis, Indian tax, rejection reasons.