Summary of User’s Issue and Solutions: The main problem reported by the user, Vexir, is that Netbenefits is not adhering to the investment trigger set for their HSA, which is causing unexpected cash investments and complicating HSA card payments. Fidelity’s representative suggests that Vexir contact the HSA team by phone for assistance, providing the hours…
Summary of User’s Concern and Solutions Discussed: The user, JMackie, is concerned about whether shares of an ETF will be liquidated if their core position in the Cash Management Account (CMA) is depleted due to debits or transfers. Fidelity representatives clarified that only certain securities would be liquidated, and ETFs would not be among them….
Summary of the user’s issue and discussed solutions: Main Problem: Jack is concerned that a check he deposited weeks ago hasn’t cleared, leading him to wonder if it will ever show on his balance and if the check will become invalid. Solution Discussed: Noah mentions that due to fraud concerns, checks may take up to…
Summary of User’s Problem and Solutions: Main Problem: The user is unable to link their bank account to their Fidelity investing account, receiving an error message stating that their accounts aren’t eligible to link. Suggested Solutions: Verify that the account and routing numbers are correct and that there are no name mismatches. Ensure the bank…
Here’s a summary of the main problem and solutions discussed in the content: Main Problem: The user needs to change the address associated with a youth account under their adult profile for mail delivery purposes. Solution: The youth account is solely owned by the teen, who must log into Fidelity.com and click “Profile” to change…
Summary of User’s Issue and Solutions Discussed: Main Problem: The user, JayG, placed a limit sell order but did not see it reflected on the trading website, and they are confused about the process that determines when bid and ask prices appear online. Requested Clarification: JayG is seeking an explanation of the steps involved from…
Summary of User’s Issue and Solutions Discussed: The user, samTN, reported receiving a restriction on day trading for 90 days due to multiple Day Trade Calls, despite believing they had not violated the intraday margin requirements. Fidelity’s representative explained that Day Trade Calls occur when trades exceed intraday buying power and highlighted the consequences of…
Summary of User Report: The main problem reported is a glitch in the Trading Dashboard’s recognition of CPRI trades, showing a misleading -50% Day G/L for shares bought after the stock price plummeted. The user is seeking clarification on whether this issue has been reported previously and any possible reasons for the discrepancy. Here’s the…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user is experiencing mispricing of HAFNIA shares in their brokerage account, where the NOK price is shown but calculated as USD, leading to inaccurate tracking of their daily profit and loss. Solution 1: The user is advised to call…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user wants to know how to move a lightly traded security from an IRA to a taxable account without incurring significant losses from bid-asked spreads while needing to make a required minimum distribution (RMD). Solution: Fidelity confirmed that users…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user is experiencing issues with using their debit card for transactions and wants to set up Apple Pay, but is unsure how long it will take for their physical card to arrive. Proposed Solutions: Wait longer for the card…
Summary of User Concerns and Solutions: The main problem reported by users is the delay and uncertainty in receiving their debit cards, with some users waiting for over a month without clear answers. One user suggested switching to a different financial institution, specifically mentioning Schwab, as a potential solution to the issue. Another user mentioned…
Summary of User’s Issue and Solutions Discussed: The main problem reported is that users, including the original poster, have not received their ordered debit cards for youth accounts, with delays occurring since early October. Users are advised to wait longer due to ongoing issues at Fidelity related to fraud and security updates, which have caused…