Summary of User’s Issue and Solutions: The main problem reported by the user is receiving physical mail from Fidelity despite being opted into eDelivery for a long time. It may be legally required for Fidelity to send certain documents via mail, regardless of eDelivery preferences. To ensure eDelivery is set up correctly, the user should:…

Summary of User Issues and Solutions: The main problem reported by users is difficulty logging into Fidelity’s website and app. Users received prompts to “Try Again” or contact Fidelity for assistance. Fidelity acknowledged the issue, stating they were working urgently on a resolution. Later, Fidelity confirmed that the login issues had been resolved. Here’s the…

Main Problem: The user is missing a transfer of funds from their savings account to Fidelity, which shows as complete on their bank account, but the funds are not reflected in their Fidelity account after three days. Solutions Discussed: Noah Werden suggests calling Fidelity directly for assistance, as resolving account-specific issues is challenging through other…

Summary of User’s Issue and Solutions Discussed: The user is having trouble linking their bank account to Fidelity via Electronic Funds Transfer (EFT) despite trying both Finicity and manual entry of personal details. Common issues that may prevent linking include incorrect bank instructions (account and routing number), name mismatches, or ownership of the bank account…

Here’s a summary of the main problem and solutions discussed: Main Problem: The user is unable to track the performance of their assets after transferring their account from Robinhood to Fidelity. Solution: Fidelity has a process for receiving cost basis information from the transferring firm (Robinhood), which can take up to 30 days to complete….

Summary of User’s Concerns and Solutions: The main problem reported is the inability to withdraw funds to Venmo and PayPal due to a ‘platform-wide security issue’ that has removed the withdrawal options from the user’s account. The user contacted the service team but received no estimated time for the restoration of these options. Other users…

Summary of User’s Issue and Solutions Discussed: The main problem reported by Tyrese is the inability to successfully transfer money to his bank account from Fidelity, despite multiple attempts. Fidelity representative Aidan requested clarification on the issue, specifically asking about the methods Tyrese is using for the transfer. Aidan also inquired whether Tyrese has linked…

Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user, spookywillis, is experiencing an issue where all income transactions for linked external accounts are displayed as $0.00 in the Cash Flow feature, despite being correctly included in the Net Worth feature. Solution 1: Another user suggested that the…

Summary: The main problem reported by the user is that their SMCI stocks have not been processed by Fidelity, leading to financial losses due to the brokerage’s failure to execute a stock split and provide adequate services. Fidelity explained that additional shares from a forward stock split are allocated to the account once received from…

Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user, taja rae, wants to close their FR401K account through Starbucks, which is no longer active, and is looking for a way to remove it from their dashboard. Solution: Fidelity representative advised that while workplace accounts like 401(k)s cannot…

Summary of User’s Inquiry and Solutions: The main problem reported by the user, jito, is whether they can trade convertible bonds at Fidelity, rather than just convertible bond ETFs, and how to obtain CUSIPs for those bonds. Fidelity representatives confirmed that users can trade convertible bonds and suggested that clients typically find CUSIPs through their…