Summary of User’s Issue and Solutions Discussed: Main Problem: The user, Davidg8421, reports that a bank transfer made 7 days ago has not cleared, which is preventing him from trading options. Suggested Solutions: None were specifically discussed in the provided content. Here’s the full thread Davidg8421 10/07/2024 at 23:08:15 PDT # 💬︱general-chat I sent money…
Summary: The main problem reported by the user is that their credit card transactions are no longer automatically syncing to the “Spending” category in the Net Worth – Full View, only showing transactions from their checking/savings account. A suggested solution is to contact Fidelity’s Technical Support team for troubleshooting assistance. Technical support is available Monday…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user is unsure if Fidelity can provide the contribution amounts versus earnings for their Roth IRA that was rolled over from another brokerage after leaving a previous employer. Solution Offered: Fidelity indicated that transfer of assets does not include…
Summary of the user’s issue and solutions discussed: Main Problem: The user is experiencing difficulties linking their HealthEquity HSA account to their Fidelity full view after previously disconnecting and attempting to reconnect it. Suggested Solution: Fidelity recommends that the user contact their Technical Support team for troubleshooting assistance. Contact Information: Technical Support is available Monday…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user, Rahmani, is the inability to delete a $0 retirement account linked to a past employer, which is cluttering their accounts. Fidelity representatives clarified that workplace retirement accounts cannot be removed but can be hidden from view. To hide the $0 balance…
Summary of User’s Concern and Solutions Discussed: The main problem reported by the user, JayG, is the observation that the number of shares shown in bid/ask stock summaries is often disproportionately small, typically less than 15 shares, and sometimes as low as one share. Fidelity representatives suggested that the numbers displayed (bid or ask size)…
Here’s a summary of the main problem reported by the user and the solutions discussed: Main Problem: The user is uncertain about the tax implications of withdrawing contributions from their Roth IRA, especially due to the label “EARLY DIST NO EXCEPT” on their account activity. Solution: FidelityAidan confirms that annual contributions from a Roth IRA…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user, ElinaTheHangryGirl, is encountering an error when trying to sell shares, indicating that the number of shares entered exceeds those available in her account. Solution Suggestion: Noah Werden recommends calling Fidelity directly, as they can assist with the sale,…
Summary of User’s Inquiry and Solutions Discussed: Main Problem: The user, Juiced, wanted to know if the FRSXX fund at Fidelity has an auto-liquidity feature for covering wire transfers. Solution Confirmation: Fidelity representatives confirmed that FRSXX is auto-liquidation eligible and can be liquidated for outbound wire transfers. Liquidation Process Explanation: Fidelity explained that if the…
Here’s a summary of the main problem and the solutions discussed: Main Problem: The user, eli, is unable to trade after enabling margin, as their buying power (BP) shows $0 across all accounts, despite having funds available in their cash account. Solution 1: Customer support suggested clicking on “cash order” instead of “type margin,” which…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user, Storm, is unsure if the requirement from Fidelity to complete an online consent agreement for sharing account information is legitimate, given their work at Jackson National Life Insurance. Solution Provided: Fidelity explained that financial institutions have regulations necessitating…
Summary of User’s Issues and Solutions: Main Problem: The user is unable to place options orders at 8:30 AM CST, experiences slow performance on the options page, and faces issues with market orders not processing properly. Solution for Order Timing: The user should be aware that options trading is available during regular trading hours (9:30…
Summary of User’s Concern and Solutions Discussed: The user, Storm, is concerned about the tax implications of investing, particularly in index funds, and wants to avoid making mistakes that could lead to owing taxes. FidelityAidan explains that tax liability varies depending on whether investments are made in retirement accounts (like IRAs, which have tax-deferred growth)…
Summary of the user’s issue and discussed solutions: Main Problem: The user, AustrianEmperor, is unable to withdraw money from their cash management account due to a delay in the settlement of their deposit made on September 26th, and they are seeking clarity on when the funds will be available. Solution Discussed: Noah Werden mentioned that…
Here’s a summary of the main problem and the solutions discussed in the post: Main Problem: The user’s INDN on their bank statement is listed under an old name due to a name change, and customer service at Fidelity was unable to resolve the issue. Solution: The user is advised to work directly with their…
Summary of User’s Issue and Solutions: The user, Cocoa, reports a persistent issue affecting both Linux and Windows platforms, as well as multiple web browsers. If traditional troubleshooting steps do not resolve the issue, the user is advised to contact Fidelity’s technical support team for assistance. Technical support is available Monday through Friday, from 8:30…
Summary of User Concerns and Solutions: The main problem reported by the user is being unable to log into Fidelity due to a missing Google Authenticator code. A suggested solution is to swipe down from the top of the device to access the notification center and retrieve the 2FA code without closing the app. If…
Summary: The user is seeking a way to chat with an advisor about opening a joint account to consolidate finances with their spouse. Fidelity offers several methods to meet with advisors, including in-person, phone, or video calls. Users can schedule appointments through the Fidelity website or use the Branch Locator to find a nearby branch…
Summary: The user, zii, is unable to open a Fidelity Crypto account because they are not a US citizen, despite being able to trade crypto on Robinhood. Fidelity’s current policy allows only US citizens over the age of 18 to open a Crypto account. The user is encouraged to check the “Crypto 101” resource for…
Summary of User’s Issue and Solutions: The main problem reported is that the user’s mother cannot access her Fidelity account due to changing her phone number when moving internationally, making it difficult to receive the two-factor authentication (2FA) codes. Fidelity does not support SMS 2FA with non-US phone numbers, so the user is advised to…