52 week money challenge recurring transfer
Here’s a summary of the main problem and the solutions discussed:
- Main Problem: The user, Illuminati, is unable to find options to cancel or edit a recurring deposit feature set up in their Fidelity brokerage account.
- Solution 1: Fidelity representative suggested checking the “Manage recurring transfers” section under “Accounts & Trade” to locate the plan.
- Solution 2: Illuminati confirmed they could see the plan but lacked options to modify it, prompting the representative to advise sending a direct inquiry through ModMail for further assistance.
- Solution 3: The Fidelity representative noted that the 52-week challenge can be managed through the app and that multiple challenges can be set for different accounts.
- Final Resolution: Illuminati discovered they could delete the challenge via the mobile app, indicating that the issue was resolved.
Here’s the full thread
So I have this setup on one of my brokerages accounts on fidelity. I was curious if there is a way to set this up on another brokerage? I also don’t see a way to cancel this either though if I wanted to. Is this not part of the functionality?
Hey @Illuminati! Can you tell me more about the feature you have set up on your brokerage account?
I’m guessing some sort of feature or popup came through on either Fidelity Smart money email or it was on the site in my brokerage. It sets an auto schedule for every Monday to deposit 1$, then 2. Then 3 per week. But there is also no way to cancel this or create a new one. Let me get a screenshot
Actually don’t think I can screenshot it for this chat
Thanks for the additional details! I see more information about it through the link below, but I’d like you to follow these steps and let me know if you see the plan on this page:
1. Click “Accounts & Trade” in the top left corner and select “Transfers” in the dropdown
2. Navigate to “Manage recurring transfers”
52-Week Money Challenge: https://www.fidelity.com/learning-center/smart-money/52-week-money-challenge
So yes I do see it there. But on the right of it. There is no options to Edit, Skip or Delete. My other recurring have this option
Interesting, thanks for letting me know. I’d like to look over your specific situation with you. To do so, go ahead and send us a ModMail through the link below on our official subreddit.
Message the Mods: https://go.fidelity.com/reddit-securechatrequest
If you don’t have a Reddit account, feel free to send us a private message on another platform, such as Facebook or Instagram.
sounds good let me hop on there. And just curious. Is there a way to initiate another 52 week challenge on another account manually? Or was this a special targetted offer type of thing?
Let me look into it! Truthfully, I’m not super familiar with this challenge, but I will definitely get the answer for you.
Awesome that would be wonderful
Before you go! Do you have “Smart Habits” on your app?
I do not. On standard Fidelity app?
Yes, this would be accessed by clicking the Profile icon in the top right corner on the home screen, then click “Payments & Transfers”
This is where you should be able to actually manage the 52-week challenge!
And yes, you can have multiple challenges going for multiple (or the same) account.
Well look at that!!
That option is tucked away far! But awesome!
Thank you! And looks like I can delete the challenge on mobile but desktop is another story lol
Perfect! Thank you!
Problem solved!
You’re welcome! Hey, we found it together!
Let me know if there’s anything else I can look into for you! 🟢