Summary of User Issue and Solutions: Main Problem: The user, Peter, reported that his Fidelity youth account was closed without his knowledge. Solution: Fidelity advised Peter to contact an associate for assistance, as help is available 24/7. Additional Troubleshooting: If experiencing issues with live chat, Peter was recommended to clear his browser’s cache and cookies…
Here’s a summary of the main issue and solutions discussed: Main Problem: Ryan is unable to deposit a check through his youth account and is receiving a message stating that none of his accounts are eligible to receive deposits by check. Solution Suggestion 1: Check for software updates on the phone and remove/reinstall the Fidelity…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user, Dbarnes55, is trying to sign up for a brokerage account but is facing issues with the form not accepting their social welfare number or zip code because they live outside the U.S. Solution Offered: Fidelity’s representative clarified that…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user, sea, wanted to know how to view the full view on the Fidelity iOS app. Solution: FidelityLinsey informed the user that the Full View and planning tools are related, and that information from Full View can be accessed…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user, Marie, is unsure about the options available for her retirement funds after leaving a job, specifically whether she will receive a cash distribution or if the funds will be rolled over into a new retirement account. Solution: Fidelity…
Here’s a summary of the user’s concerns and potential solutions discussed: Main Problem: The user is concerned that during a view-only OAuth setup with Fidelity, full account and routing numbers are being shared, which could imply a risk of granting write access instead of just view access. Solution Discussion: The user questions why this sensitive…
Main Problem: Sami p is seeking to transfer over $1,000 worth of stocks and ETFs from their mother’s Robinhood account to a new Youth account at Fidelity but is unsure how to do this. Possible Solutions Discussed: Fidelity informs that transfers of assets can be requested by individuals with proper authorization from another firm, though…
Summary of User’s Inquiry and Solutions Offered: The user is inquiring whether a Bitcoin ETF is available within their 401(k) plan. The availability of investment choices, including a Bitcoin ETF, is determined by the user’s employer’s plan rules. To check the investments available in their 401(k), the user can log into NetBenefits.com and follow specific…
Summary: The main problem reported by the user is that they, as a beneficiary of a UTMA account, are unable to invest in the FBTC crypto ETF due to an error message indicating their account is not eligible because of the associated risks. Only the custodian of the UTMA account can place trades, not the…
Summary of User’s Concern and Solutions Discussed: The main problem reported by the user is that Fidelity does not display the annualized static rate of return on their option chain, unlike other brokers. Fidelity confirmed that the annualized static rate of return is available for specific strategies (Cash covered put and Buy write) through their…
Summary: The user, yQelqK, reported that they have not received the money for learn and earn levels 2 and 3 after two weeks. Fidelity suggested that the user contact their Customer Service team for assistance, as they are available 24/7. Users can also initiate a secure chat by reaching out through other social media channels…
Here’s a summary of the main problem and proposed solutions discussed in the content: Main Problem: The user is unable to get the iOS widget to display anything other than “data not available.” Initial Solution Attempt: The user has already deleted and reinstalled the app, but the issue continues. Further Inquiry: A representative from Fidelity…
Summary: The main problem reported by the user is the need for guidance in reading the market and short-term trading as they have just started investing. Fidelity suggests utilizing their online courses hosted by the Trading Strategy Desk, which cover various trading topics and allow for interaction with experienced members. Users are encouraged to explore…
Summary: The user, CrashNoctis, is inquiring about how many business days it takes for a deposit to settle in a Traditional IRA, specifically for withdrawal or transfer purposes. Generally, it takes around 2-6 business days for a deposit to settle, depending on the financial institution and type of deposit (EFT and check deposits may take…
Summary of User’s Issue and Solutions Discussed: The user, kennyisnotdead, is unsure about the process after being notified that one of their CDs is being called for early redemption. FidelityAidan explained that the user does not need to take any action, as the issuer will pay accrued interest until the CD is called, and then…
Here’s a summary of the main problem and the solutions discussed in the conversation: Main Problem: The user, JayB, reported an ongoing issue with Fidelity where they were unable to view the cost basis for options positions, which has negatively affected their ability to exit trades in a timely manner and resulted in lost winning…
Here’s a summary of the main problem and solutions discussed: Main Problem: The user, Skitle, is unable to find their username on the Youth platform and prefers not to use the “forgot username” prompt to avoid changes to their account. Solution 1: Skitle can use the “Forgot username or password?” prompt, which will not change…
Summary of User’s Concerns and Solutions: Main Problem: The user needs to fund their individual brokerage account but is confused because the account is labeled as the funding account for their crypto account, and they want to short-sell Boeing quickly. Solution: To short-sell, the user must enable the margin feature on their brokerage account, which…
Here’s a summary of the main problem reported by the user and the solutions discussed: Main Problem: The user, Mega V, is concerned about a debit card purchase that is processing with a future date (1/22/24) and has an ATM-Debit Card Activity showing $0.00. Solutions Discussed: The user was advised to review their transaction history…
Main Problem: The user is unable to see the option to move shares between Fidelity brokerage accounts, only having options to move money. Suggested Solutions: Fidelity representatives indicated that the ability to transfer shares may depend on the type of accounts involved (e.g., nonretirement vs. retirement accounts). They requested more information about the specific accounts…