Summary of User’s Issue and Solutions Discussed: The main problem reported by the user is that their cash balance shows as 0 despite the recent deposit no longer being pending. It was suggested that funds take time to appear in the cash balance and that the user should check if their account value is the…
Here’s a summary of the user’s issue and the solutions discussed: Main Problem: The user, yomo, was unable to sign into their Fidelity account from their phone, with neither biometric nor normal login working. Initial Attempts to Solve: The user tried force closing the app, but it did not resolve the issue. Resolution: Shortly after…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user is uncertainty about whether rolling over an old 401k, which contains both Roth and pre-tax contributions, into a Roth IRA will create a traditional IRA for the pre-tax portion. Fidelity representatives clarified that a direct rollover to a Roth IRA would…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user is that after depositing a check, it does not appear in their transaction history the next day. A representative from Fidelity acknowledges the issue and seeks clarification on whether the user is referring to the mobile check deposit showing in the…
Here’s a summary of the main problem and solutions discussed: Main Problem: The user is unable to confirm their PayPal connection due to not receiving the expected microdeposits, which were supposed to be under 50 cents. Potential Solutions: One commenter suggested that the user might have made an error during the setup. Another comment encouraged…
Summary of User’s Issue and Solutions Discussed: The user is trying to link their Shopify account to their Fidelity Youth account but is unsure which bank to choose and where to find their user ID. To link an eligible external bank, the user must log in with their bank’s username and password or manually enter…
Summary of User’s Issue and Solutions Discussed: Main Problem: The user, Semaas, is unable to transfer funds from their Fidelity account to their bank account. Account Type: Semaas has a personal brokerage account with Fidelity. Possible Reasons for Transfer Issues: Semaas may have recently deposited funds or needs to sell some securities before withdrawing funds….
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user, TheMaskedBagel, is unable to progress to level 2 in the Learn and Earn program despite completing all lessons and quizzes, as they cannot “close the circle.” Solution 1: Noah Werden suggests that the user must answer all questions…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user wants to know if they can move securities between their Fidel Brokerage account and their Fidel Roth IRA without selling and rebuying the securities. Solution: The IRS guidelines state that contributions to retirement accounts, including Roth IRAs, must…
Summary of User’s Inquiry and Solutions Discussed: The main problem reported by the user is whether they can withdraw US dollars as Korean won from an ATM while in a foreign country, and if there are any fees involved. It is suggested that withdrawing US dollars directly from a regular ATM may not be possible,…
Summary of User’s Issue and Solutions: The main problem reported is that a user is facing restrictions on day trading within youth accounts. Fidelity suggested that the user send a Modmail through their subreddit for further assistance and follow-up. If the user does not have a Reddit account, they can reach out via private message…
Here’s a summary of the main problem and solutions discussed: Main Problem: The user, acting as a trustee, is seeking guidance on how to transfer appreciated stock from a Trust brokerage account to a private brokerage account, specifically if this can be done online. Solution: Trustees generally have the authority to withdraw funds from the…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user is confusion regarding a $15K Uncollected Deposit from a $20K deposit, which is restricting their available cash and not clearly displayed in the Fidelity interface. Fidelity informed the user that certain deposit methods have a collection period, typically taking 2 to…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user is confused about accessing their IRA after rolling over a business 401k into Fidelity, particularly regarding potential contribution limits and the classification of the account. Solution Suggested: Fidelity recommended that the user contact their Workplace team for assistance,…
Summary of User’s Issue and Solutions Discussed: Main Problem: The user is unable to enter the full deposit amount when trying to link a new bank account on their youth account, as it only allows them to type two numbers. Solution Steps Provided: Fidelity suggested following specific steps on their website to link a bank…
Here’s a summary of the reported issue and the solutions discussed: Main Problem: Users are experiencing delays in receiving 2FA codes via SMS, with one user noting a wait of over 46 minutes. Solutions Discussed: Customers can use a voice call as an alternative method to receive 2FA codes while the issue is being investigated….
Main Problem: Sweetwater reports significant issues with Fidelity’s software, specifically the Fixed Income Tool, which fails to accurately display account information and non-Fidelity holdings. Reported Solution: Fidelity’s customer service representative, Linsey, acknowledged the issue and stated that it would be passed along to the development team for further investigation. Here’s the full thread Sweetwater 07/23/2024…
Summary of the conversation: Main Problem: Noah Werden inquired about the implications of selling an ETF that is part of a Fidelity Basket Portfolio. Solution: Selling a single position from the basket will only remove that specific ETF from the basket without affecting any other positions. Additional Information: Users can manage their baskets through the…
Summary: The main problem reported by the user, Gentleman, is difficulty in locating the referral code for the Fidelity Youth Account to earn a $10 bonus for referring a friend. One suggested solution is to check the bonus section of the app, specifically where debit card cash back and rewards are displayed. Another user mentioned…
Summary of User’s Concern and Solutions Discussed: The user is unsure if they can withdraw from their 401(k) with Fidelity while still employed and is seeking guidance on the process. Most workplace retirement plans do not allow withdrawals while employed; the user should contact their plan administrator for specific details. If the user separates from…