Summary of User Inquiry and Solutions: Main Problem: The user, Elwrey, is seeking clarification on whether their shares will sell automatically if their covered call is assigned. Solution: Fidelity confirms that if the covered call is assigned, the shares will be sold automatically. Additional Resources: Fidelity provides links to a video on selling covered calls…

Here’s a summary of the main problem and the solutions discussed in the post: Main Problem: The user accidentally initiated a money transfer to a Fidelity account from the wrong account that lacked sufficient funds, leading to uncertainty about the status of the transfer. Solution: Fidelity clarified that the initial credit for the transfer would…

Summary of User’s Issue and Solutions Discussed: Main Problem: The user is trying to completely remove their account but is unable to do so, even after being told to wait six months. Solution 1: Ask the Fidelity bot on the website or app to close the account, ensuring any remaining funds are removed first. Solution…

Main Problem: Yuber is experiencing delays with the transfer of funds from the sale of their RSUs due to incorrect transfer instructions, which resulted in the funds being returned to Fidelity. Solutions Discussed: Fidelity indicated that vested RSU shares are usually deposited within two to four business days but could take up to 14 days….

Summary: The user, Xanthareel, reported that their reimbursement on the HSA card has not shown up even a week later, not even as pending. Fidelity’s representative suggested contacting the Fidelity HSA team for assistance, providing their operating hours and a link to the contact page. Here’s the full thread Xanthareel 08/11/2024 at 13:55:49 PDT I…

Summary: The user is unsure if the Fidelity retirement planner includes estimates of future dividend and interest income from various investment vehicles, or if they need to manually add these estimates. Fidelity confirmed that dividend and interest projections are included in the retirement planner’s methodology, which uses a Monte Carlo simulation approach. The planner’s calculations…

Main Problem: The user, JayG, is unclear about what the standard deviation number on Fidelity’s website represents, specifically regarding the dataset used to calculate it. Solution Discussed: Fidelity’s representative, Shawn, requested JayG to provide a specific link to the page in question to help clarify the standard deviation metric. Follow-up: Fidelity confirmed they are still…

Here’s a summary of the user’s reported problem and the solutions discussed: Main Problem: The user is unsure if their CD, which has a maturity date next year, will automatically return to their account after receiving a call notification for next week. Solution: When a CD is called, the issuer pays accrued interest until the…

Summary of User’s Issue and Solutions Discussed: The main problem reported is that the positions tool/window is not accurately reflecting the overall account value, leading to discrepancies after making trades. The user previously resolved similar issues by checking the balance for each account in the positions tool and logging out and back in, though this…

Here’s a summary of the main problem and solutions discussed in the user’s post: Main Problem: The user is seeking clarification on how limit orders are executed when there are multiple orders at the same price in a lightly traded security. Solution: Limit orders are filled based on the order they are received, with market…