Missing Funds After Automatic Transfer to Fidelity

Main Problem:

  • The user is missing a transfer of funds from their savings account to Fidelity, which shows as complete on their bank account, but the funds are not reflected in their Fidelity account after three days.

Solutions Discussed:

  • Noah Werden suggests calling Fidelity directly for assistance, as resolving account-specific issues is challenging through other channels.
  • Fidelity’s support team encourages reaching out to them if the issue remains unresolved, offering 24/7 assistance through their contact page.
Here’s the full thread
Ahbsed
09/15/2024 at 10:54:15 PDT
I set up an automatic payment from a savings account to send $x to fidelity every month. Around the same time of the month, I send the previous month’s gains back to my savings. This month the numbers were awfully close, and I basically sent x from fidelity at the same time I sent x from my savings. I am missing the x amount I sent from my savings, and the order says complete on my bank account, but the funds are non existent on fidelity. It has been over three days now so I’m a little concerned there was an issue processing the transfers.
Noah Werden
09/15/2024 at 11:04:24 PDT
I recommend calling fidelity to help you resolve the issue. It is hard for fidelity to solve problems like this in the discord since it directly has to do with you account.
Ahbsed
09/15/2024 at 11:22:17 PDT
Thank you @Noah Werden , I appreciate your response
FidelityShawn
09/16/2024 at 08:40:51 PDT
Thanks for reaching out. I’m sorry to hear this happened. If the situation was not resolved this morning, please reach out to our associates to review your account. They are available 24/7 to help. Contact us: https://www.fidelity.com/customer-service/contact-us 🟢

Leave a Reply

Your email address will not be published. Required fields are marked *