Summary of the User’s Issue and Solutions Discussed: The main problem reported by Ethan is the discrepancy between his account balance ($85) and the amount available for investment ($100), despite having deposited $100 into his account. FidelityLinsey explains that this could be due to a collection period for recently deposited funds, which can take 2…
Summary of User’s Issue and Solutions Discussed: Main Problem: The user has experienced unusual transactions related to SPAXX, resulting in a negative cash balance after funding their Youth Fidelity account and starting to invest. Possible Explanation: Fidelity representative clarified that the SPAXX fund is the default core position for transactions in the account, which may…
Summary of User’s Issue and Solutions Discussed: The user reported an issue where they were unable to invest due to a message indicating “no settled cash,” despite having checked and confirmed their cash balance was correct. Fidelity suggested confirming if the account values were updated correctly when the market opened. Fidelity recommended calling their trading…
Summary of User’s Problem and Solutions Discussed: The main issue reported by the user is the inability to download a CSV transaction history for their Employee Stock Purchase Program (ESPP) account, which contains monthly transfers from their paycheck. The user was advised to log into NetBenefits.com and check for a “Download transaction history” option in…
Here’s a summary of the main problem and the solutions discussed: Main Problem: The user is confused about why their trades for NVIDIA shares appear as separate line items and if Fidelity sold their shares in a specific order. Solution: Fidelity explained that the default method for disposing of stocks is “First in, First out”…
Summary of User’s Report The main problem reported by the user, Dew, is that the Trade Analyzer provides incorrect analysis for a specific options spread involving VIX puts, showing inaccurate max gain, max loss, and probability of profit. Fidelity representatives requested clarification on the specific tool or platform used and the steps taken to reproduce…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user is unable to link their PNC Bank or Sofi Bank accounts to Fidelity Full View and receives an error message instructing them to contact Fidelity. Solution 1: The user can manually add their account by selecting “Accounts &…
Summary of User’s Issue and Solutions: The main problem reported by the user, Bren, is confusion about why certain investments are not available to trade, questioning if it’s due to being on a youth account. Fidelity representative explains that the S&P 500 is an index and cannot be directly purchased; instead, investors can buy index…
Summary of User’s Report: Main Problem: The user is unable to specify lots in ATP day+ trading, as the platform does not allow it. Solutions Discussed: The user spoke with support, which confirmed that the Trading Dashboard (DB) cannot facilitate this after hours or during day+ trading. The user plans to file a ticket with…
Main Problem: The user is not receiving good faith violation reminders or warnings in the app and is unsure if this feature has been removed. Solution 1: Warnings or reminders can be found on the preview order screen of an order ticket in the app. Solution 2: The user can check their good faith violation…
Here’s a summary of the main problem and solutions discussed in the content: Main Problem: The user is unable to set up a recurring transfer of $1000 from a Fidelity brokerage account to their traditional IRA due to an error stating that it exceeds the $7000 contribution limit. Solution 1: The user can perform a…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user is that they can log in to their account but receive a message stating they do not have access to the site. Solutions discussed include: Clearing the internet’s cache, cookies, and other data, then attempting to log in again. Trying to…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user is that they are unable to hide old stock plan accounts from their portfolio, as there is no option available on the website. Fidelity representatives confirmed that currently, there is no option to hide old stock plan accounts but mentioned they…
Summary of User Issues and Solutions: Main Problem: El Mencho is having trouble logging into the real Fidelity app after turning 18 and trying to switch from a youth account to a regular account. Fidelity representatives confirmed that users should be prompted to update their account upon turning 18 and provided a link to the…
Summary of User’s Concern and Solutions: The user, living in India, is inquiring about the possibility of creating a new Fidelity Rollover IRA account for their 401(k) after moving out of the USA. Fidelity generally does not allow customers residing outside the U.S. to open new accounts, but exceptions may apply depending on the user’s…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user is unable to edit linked account details on the Fidelity Full View planning app, specifically having issues with a savings account being incorrectly labeled as a checking account and similar problems with their mortgage account. Solution 1: The…
Summary of the user inquiry and solutions provided: Main Problem: The user, carsoultimat, wants to know if it is possible to transfer money directly from Venmo into a Fidelity account. Fidelity representatives confirmed that transferring money to and from Venmo accounts is possible. To set up the transfer, the user was directed to follow specific…
Here’s a summary of the main problem and solutions discussed: Main Problem: The user is struggling to invest the last few cents in their Roth IRA, as dollar-based buy orders are not executing as expected, leading to frustration. Solution Offered: FidelityHeather explains that dollar-based orders are converted to shares and rounded down to the nearest…
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…
Summary of User’s Issue and Solutions Provided: Main Problem: The user is unable to access the phone number associated with their account and is concerned about the need for phone verification when changing it. Solution for Personal Accounts: The user can log into Fidelity.com, navigate to “Profile,” and update their phone number directly. Alternative Solution:…