Getting in touch with the margin team.

Summary of User’s Issue and Solutions Discussed:

  • The main problem reported by the user, Cocoa, is being flagged as a Pattern Day Trader (PDT) despite only trading shares bought the previous day or earlier.
  • Fidelity provided a contact link for Cocoa to reach the margin team and discuss the PDT issue: Contact Fidelity.
  • Cocoa confirmed they successfully contacted the margin team for assistance.
  • Fidelity encouraged Cocoa to reach out via their social media channels for further support if needed.
Here’s the full thread
Cocoa
08/28/2024 at 02:07:22 PDT
I was looking for an email or something to put me in touch with the margin team, or someone that can help with a PDT issue. I have a couple questions about how I was flagged in the first place (only traded shares that I had bought the previous day or prior to that), and of course to see what could be done about the PDT issue.
FidelityShawn
08/28/2024 at 08:32:41 PDT
Hi there, @Cocoa. To speak with a member of our team about margin and a Pattern Day Trade (PDT) designation, please use the link below. Contact us: https://www.fidelity.com/customer-service/contact-us 🟢
Cocoa
08/28/2024 at 14:09:33 PDT
thank you i got ahold of them
FidelityShawn
09/03/2024 at 08:25:51 PDT
That’s great to here, @Cocoa! Please feel free to reach out to us here or on any of our social media channels. Fidelity on Social: https://www.fidelity.com/social-media/overview 🟢

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