Summary of User’s Issue and Solutions: The main problem reported by the user, CrashNoctis, was that they were unable to purchase Berkshire Hathaway Inc (BRK/B) through the app due to error messages, despite tapping on the correct ticker. Fidelity suggested that the error might stem from manually typing the ticker and recommended using the search…
Main Problem: The user, CrashNoctis, wants to know if Fidelity can provide an updated Year-to-Date (YTD) return for their portfolio before the year ends, as they have made several transactions in December. Solutions Discussed: Fidelity advises that performance and income data won’t update until a full month’s data is available, but users can check closed…
Summary of User’s Inquiry and Solutions: The main problem reported by the user is the desire to start investing as a teenager. To invest as a teen, the user must open an account with the assistance of a parent or guardian. The user is advised to check specific resources to review account options that align…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user, Jose787pr, is seeking recommendations on how to start long-term investing and whether they need to open a new account to do so. Solution 1: Fidelity suggests the user can utilize their existing retail Brokerage account for long-term investing…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user, Almond, did not receive the referral bonus and learn awards on their Fidelity youth account after using referral codes and completing the learn levels. Suggested Solution: FidelityEmily recommended that Almond reach out via another social media platform for…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user is receiving a PDT (Pattern Day Trader) warning message despite having an account balance over $25,000. Suggested Solution: Fidelity’s representative advises the user to contact them through other channels for a secure review of the account to determine…
Summary of User’s Post and Solutions: The main problem reported by the user is the inability to find a process for requesting FullView integration with their Gemini Credit Card issued through Webbank. The Fidelity representative clarified that the Gemini credit card cannot currently be added to FullView. Users are encouraged to submit a request for…
Summary of User’s Concerns and Solutions Discussed: The user is struggling to fill out the EFT form due to difficulties locating their routing and account numbers for their IRA account. Fidelity support directed the user to a link for finding routing and account numbers, which requires logging in to their Fidelity account. Once the EFT…
Summary: The main problem reported is that the user is experiencing constant errors on the website and app while trying to open an account. A suggested solution is to submit a paper application if online account opening fails; the user can download the application from the “All Forms” page. Another option provided is to visit…
Summary of User’s Issue and Solutions Discussed: The main problem reported is that the user is not receiving the authorization code needed to log into the youth app. The user is advised to check if the phone number used to receive the authorization code is correct. If the phone number is accurate and the issue…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user is trying to find their Fidelity Youth debit card number to connect it to Apple Pay. Solution: The user may not have received their debit card yet, as it is sent 7-10 days after account activation. Follow-up: Once…
Here’s a summary of the main problem and solutions discussed in the content: Main Problem: The user is experiencing a specific issue with their account that requires direct attention from customer service. Solution: The user is advised to contact customer service through a secure channel for assistance. Additional Resource: A link to the customer service…
Main Problem: The user, kai, is unable to trade foreign securities, specifically wanting to invest in Spotify, due to account authorization limitations on their Fidelity Youth Account. Solutions Discussed: Fidelity Emily explained that Fidelity Youth Accounts restrict trading to certain US stocks, mutual funds, and some ETFs, and do not allow foreign stock or currency…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user is that they have not received the $50 reward for activating their Fidelity youth account, which was created on December 17th. Other users mentioned that their rewards took about a week to appear. It was suggested to check if the reward…
Summary of User Issue and Solutions: Main Problem: The user is experiencing issues with the Xbox checkout page, which states that the expiration date and name on their debit card are incorrect, despite entering the information correctly. Solution: The user should log into Fidelity.com, navigate to “Accounts & Trade,” then “Cash Management” to check if…
Here’s a summary of the issue and solutions discussed in the post: Main Problem: The user’s Fidelity youth watchlist is displaying all values as $0.00. Solution 1: Ensure the app is fully updated by uninstalling and reinstalling it. Solution 2: Check that the device’s operating system is up to date. Solution 3: If the problem…
Summary: The main problem reported by the user is the inability to find performance results from previous years (2021, 2022, etc.). FidelityEmilio suggested checking the “Performance” tab and using the “Timeframe” dropdown to select a custom date range. FidelityHeather clarified that the “Timeframe” option is located above the “Personal Returns” section, specifically in the “Balance…
Here’s a summary of the main issue and the solutions discussed in the conversation: Main Problem: The user, Luke, asked if Fidelity charges a fee for filing a 990-T when investing in MLPs within a Roth IRA, particularly if the gains are under $1,000. Solution: Fidelity responded that they do not charge a fee for…
Here’s a summary of the main problem and solutions discussed: Main Problem: The user, Illuminati, is unsure if they can convert from one Fidfolio strategy to another or if they need to open a new account for the change. Solution: Fidelity recommends that the user contact their Managed Account team or advisor to discuss their…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user wants to sell shares of FSKAX in their Roth IRA to invest in FXAIX but is unsure how to do this without incurring taxes or losing money. Solution 1: It was confirmed that selling shares within a Roth…