Here’s a summary of the main issue and the solutions discussed: Main Problem: The user is unable to complete more than 4 transactions with Privacy.com linked to their Fidelity Cash Management Account due to these transactions being classified as cash transfers, which hits a transaction limit. Solution Discussed: The user was advised to contact Privacy.com…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user, tonty, encountered issues with their verification info not syncing while trying to create a basic brokerage account. Solution: Tonty found that the account creation process worked successfully using the app instead of the website. Here’s the full thread…
Summary of User’s Issue and Solutions Discussed: The user is concerned about the availability of funds deposited on May 2nd for withdrawal on May 3rd, specifically regarding the timing of when the funds will be settled to avoid a Good Faith Violation if they sell securities with those funds. A representative from Fidelity indicated that…
Here’s a summary of the main problem and solutions discussed: Main Problem: The user, Alban, is unsure if selling stocks from their ESPP account on Fidelity will transfer the amount to their ESPP contribution balance for future purchases or if it will only be available for withdrawal. Solution: FidelityMarian clarifies that when stocks are sold…
Summary: The user, Gullyeon, is facing the problem of needing to withdraw from their retirement account to pay off $8,000 in credit card debt, but is unsure if this qualifies as an acceptable reason for a hardship withdrawal. Fidelity’s representative outlines the IRS definition of hardship withdrawals, which does not include credit card debt as…
Summary of the conversation: Main Problem: The user, Robot Trade, has not specified the issue they are experiencing with Active Trader Pro (ATP). Solution Offered: FidelityJames requested additional details from Robot Trade to better assist with the issue. Follow-Up Commitment: Robot Trade agreed to provide more information within 24 hours. Here’s the full thread Robot…
Summary of User’s Issue and Solutions: The user is unable to open a ROTH IRA account online at Fidelity due to an error stating their information cannot be verified. The Fidelity representative suggested that the user must fill out a paper application form and send it by mail as a solution to the verification issue….
Here’s a summary of the main problem and solutions discussed: Main Problem: The user is seeking guidance on how to submit documents, specifically a photo ID, for a youth account using a mobile device. Solution: If using the Fidelity Youth app, the user should look for a banner on the Home page to upload documents….
Summary of User Issue and Solutions: The main problem reported by the user is an error message stating, “Enrollment for biometric authentication is currently not working,” which persists despite uninstalling the app and trying to enable the settings. A suggested solution is to contact the Technical Support team for troubleshooting assistance. Technical support is available…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: Nathanael was unsure when the funds in his core position would be used to buy stocks in his Fidfolio and why his available cash was still shown as uninvested. Solution: FidelityMarian explained that the cash available to trade is used…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user’s wife was unable to fund her Roth IRA from a joint savings account due to an identity verification issue. Solution: Contributions from a joint account are considered third-party Electronic Funds Transfers (EFTs) if the contributor is not the…
Main Problem: The user wants to check gains and losses for VOO over different timeframes (days, months, years) instead of just the current figures. Solution 1: Users can view daily gain and loss percentages on Fidelity.com by using the Chart + feature on the Research page, selecting the desired timeframe, and switching to “Table View”…
Summary of User’s Concern and Solutions: The user is concerned about being denied the maximum amount for a 401(k) loan despite paying off a previous loan before applying for another one. To understand the eligibility and loan amount, the user is advised to review their Summary Plan Description (SPD), which outlines the specific rules of…
Here’s a summary of the main issue and the solutions discussed: Main Problem: The user, Bri_Rani, is inquiring about the availability of the budgetnista replay. Solution Provided: FidelityShawn responded that the replay will be available soon and assured that registered users will receive an email with a link when it is ready. Here’s the full…
Summary of User’s Problem and Solutions: The main problem reported by the user, Sheldon, was whether it is possible to merge two accounts into one Roth IRA. Fidelity confirmed that merging a Rollover IRA into a Roth IRA is possible through a process called Roth conversion, which can be completed online if both accounts are…
Summary: The user is unable to withdraw funds from their investment account because the transfer page does not display any accounts, only an ‘Other Methods’ section. To resolve the issue, it is suggested that the user link an external bank account through Fidelity.com by going to “Accounts & Trade,” selecting “Transfers,” and then “Manage bank…
Summary of User’s Issue and Solutions: The user, huskyduck, is experiencing issues with linking their Credit Karma and Empower accounts to www.fidelity.com, as they only connect to a different Fidelity site that does not provide real-time updates. Fidelity is implementing a secure, integrated connection for third-party apps to access customer data, which may affect how…
Summary of User’s Concern and Solutions Discussed: The main problem reported by the user is the uncertainty about the minimum cashback amount required to redeem rewards from the Fidelity Visa card. It was clarified that users need to accumulate a minimum of 2,500 points, which equates to $25, before they can redeem cashback. Users can…
Summary: The main problem reported by the user is uncertainty about whether there are fees for withdrawing money from a core position in a Fidelity account, and concerns about the difficulty of accessing funds compared to a regular bank account. Fidelity confirmed that there are no fees for transferring funds to or from the account….
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: Richie is unable to order a debit card online due to a restriction on his Fidelity youth account and is unsure if he or his mom needs to handle the request. Solution 1: A Fidelity debit card is automatically created…