Can’t withdraw or transfer funds with my fidelity go account

Here’s a summary of the main issue and solutions discussed in the post:

  • Main Problem: The user, Zapatax, is struggling with the user experience and is unable to make transfers or withdraw funds from their account.
  • Solution Steps:
    • To withdraw funds, the user can request a withdrawal online by logging into Fidelity.com.
    • The process involves navigating to “Accounts and Trade,” selecting “Transfers,” and then choosing “Deposit, withdraw, or transfer money” to access the “Move Money” page.
    • The user can then specify the amount to withdraw and where to send the funds, noting that transfers may take up to 10 business days.
  • Additional Support: If further issues arise, contacting the Fidelity Service team is recommended, with representatives available 24/7.
Here’s the full thread
Zapatax
02/29/2024 at 09:21:07 PST
Ive found the user experience very difficult to handle, for some reason I am unable to make any transfers and can’t figure out how to withdraw either.
FidelityHeather
02/29/2024 at 11:43:20 PST
Hey there, @Zapatax. I appreciate you sharing your experience. I’m happy to cover the steps to accomplish this. You can access funds from your Fidelity Go account by requesting a withdrawal online. When you enter this request, we will proportionally sell your funds to free up the requested cash and get it sent to you. Follow these steps on Fidelity.com after logging in to start the process: 1. Click “Accounts and Trade” 2. From the drop-down, select “Transfers” 3. Click “Deposit, withdraw, or transfer money” This will bring you to the “Move Money” page, where you can select how much money you’d like to free up and where you want us to send it. Keep in mind, these transfers can take up to 10 business days to complete. If you run into any trouble, we suggest getting in touch with our Service team. Associates are available 24/7. Contact Information: https://www.fidelity.com/customer-service/contact-us You learn also more about your Fidelity Go account by clicking the link below. Fidelity Go FAQs: https://www.fidelity.com/managed-accounts/fidelity-go/investment-account-faqs We are always happy to answer your questions. We look forward to your continued engagement.🟢

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