Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user, t1me2stak, wants to know if they can set up their own Health Savings Account (HSA) at Fidelity rather than through HealthEquity. Solution: FidelityCaitlin confirms that t1me2stak can generally open a Fidelity HSA in addition to their employer’s HSA…
Here’s a summary of the main issue and solutions discussed: Main Problem: The user is unclear if their idle cash will automatically go into the auto-sweep when opening a Roth account and how to change the core position to specific money market funds. Solution: Fidelity accounts automatically establish a core position for processing cash transactions…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user is that their money unexpectedly disappeared from their account after a transaction labeled “JOURNALED GERMANY CASH SWEEP,” and they did not authorize any such action. The user is seeking clarification on the meaning of the transaction to understand why their funds…
Summary: The main problem reported by the user is the desire to open a brokerage account for their LLC with Fidelity. Fidelity suggested considering the Fidelity Account for Businesses, which is suitable for legal/professional corporation purposes. Key features of the Fidelity Account for Businesses include checkwriting, bank wire, Electronic Funds Transfer (EFT), and direct deposit,…
Here’s a summary of the main problem and the solutions discussed: Main Problem: The user is unable to link their TIAA retirement accounts and encounters errors during the attempt. Solution: The user is advised to contact Fidelity’s Technical Support team for assistance in troubleshooting the issue. Contact Information: Technical support is available Monday through Friday…
Here’s a summary of the main issue and solutions discussed: Main Problem: Ethan is unable to trade penny stocks with his newly set up Fidelity Youth account. Solution Provided: Fidelity confirms that Youth accounts currently have restrictions on trading penny stocks. Feedback to Developers: Fidelity will pass along Ethan’s feedback for consideration by their developers….
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user is seeking ways for their teen to transfer money out of their account. Solution 1: The teen can transfer funds between their Fidelity Youth account and a linked bank account. Solution 2: They can use a linked debit…
Summary of User Issue and Solutions: Main Problem: The user is unable to connect their bank account and apply for options trading on their Fidelity account. Solution for Bank Connection: Check for error messages, ensure correct bank account information, and confirm that the names match on both accounts. Also, consider using a paper form to…
Here’s a summary of the main problem and discussed solutions from the post: Main Problem: Ian A. did not receive the $18 reward for completing the “learn to earn” program in his youth account, despite setting it up a month ago. Suggested Solution: FidelityShawn advised Ian to contact client services for assistance, as the reward…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user, Bren, wants to know if there is a way to auto reinvest received dividends back into the stocks from which they originated, instead of having them go to a core position. Solution 1: Another user suggested clicking on…
Here’s a summary of the user’s issue and the solutions provided: Main Problem: The user was charged ATM fees despite being informed that using their ATM debit card at Star network ATMs would be free. Solution: ATM fee reimbursements typically appear after the transaction is posted, which can take one to two days. The user…
Here’s a summary of the main problem and solutions discussed: Main Problem: The user, Skyler, is unable to change the core position of their cash management account to SPAXX or a similar money market fund, receiving a message that no new core positions are available. Solution: The core position for cash management accounts (CMAs) is…
Here’s a summary of the issues and solutions discussed: Main Problem: The user is unable to set up a QDRO on Fidelity’s website, receiving an error that the company name does not exist despite copying it from the plan disclosure. Solution: Fidelity suggests contacting their workplace investing team for assistance with the QDRO setup. Contact…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user is concerned about potentially receiving a margin call when trading options and whether they would have enough time to exercise shares and fill a short position before liquidation occurs. Solution Discussed: Fidelity representatives advised that margin calls have…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user is looking for information on setting up a 10b5-1 plan to automate RSU stock selling upon vesting, specifically seeking documentation or a form to review. Solution: Contact the Stock Plan Services team at Fidelity to complete the necessary…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user, Benji63, is whether they need to file taxes after making less than $100 in 2023, while being a dependent. Fidelity representatives suggested consulting a tax professional for personalized advice regarding tax obligations. They noted that taxes are applicable if securities are…
Summary of User’s Post and Solutions Discussed: The main problem reported by the user is the need to wire over $250,000 from Fidelity for a home purchase. To address the wire transfer limit, it’s advised to contact a Fidelity representative who can override the normal transaction limit. Users should have the receiving bank’s information ready…
Summary of the user’s issue and solutions discussed: Main Problem: The user was unable to place a limit order for CTNM due to error code MA5007, which indicated an inability to determine volume during the pre-open IPO period. Resolution: The issue resolved itself once the IPO opened, allowing the user to place the order as…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user, jce, wants to know if they can automatically reinvest 1 Month T-Bills purchased on Fidelity.com, similar to the option available on TreasuryDirect.com. Solution 1: It is confirmed that Fidelity offers an autoroll option when previewing the purchase of…
Summary of User Report: The main problem reported is that the ATP (Account Tracking Platform) does not accurately include funds from unsettled trades in the total value indicator, displaying intermittent issues with missing values that can only be resolved by switching views. Fidelity recommends contacting their Technical Support team for troubleshooting assistance and to ensure…