Atp positions reporting incorrect acct value (again)
Summary of User’s Issue and Solutions Discussed:
- The main problem reported is that the positions tool/window is not accurately reflecting the overall account value, leading to discrepancies after making trades.
- The user previously resolved similar issues by checking the balance for each account in the positions tool and logging out and back in, though this time it did not fix the problem initially.
- After logging in the following day, the user found the correct values displayed, indicating a temporary resolution.
- A recommendation from Fidelity’s support was to contact their Technical Support team if the problem persists, with guidance on how to reach them effectively.
Here’s the full thread
It’s been a while since I’ve seen this, but it’s back. The positions tool/window isn’t reporting the correct overall value for the acct (compared to the website via ATP or direct). I have made trades today and basically in can’t account for that. IN the past, I’ve been able to fix it by looking at the balance for each acct in the positions tool. I’ve also logged out and logged in and it’s still not correct v11.1.582.0
logging in this morning has the correct values… annoying… hope the new version calculates daily values better…
Thanks for reaching out, @jjkagenski.
If this continues to be an issue, we recommend reaching out to our Technical Support team so they can troubleshoot the issue with you. Associates are available Monday through Friday from 8:30 a.m. to 9:00 p.m. ET. Please say “technical support” when prompted by the automated system to be connected to the right group.
Contact us: https://www.fidelity.com/customer-service/contact-us 🟢