Main Problem: The user wants to plot the total performance of funds, including dividends and gains reinvested, to compare with SPY over various time periods, but is unsure how to do this using Fidelity’s Chart+ or ATP charts. Solutions Discussed: Fidelity Chart+ and Active Trader Pro (ATP) can compare securities to indexes and other funds,…
Here’s a summary of the user’s concern and the solutions provided: Main Problem: The user is unsure if auto transfers to their IRA will stop automatically once they reach the contribution limit. Solution 1: Fidelity does not automatically stop recurring contributions when the maximum contribution amount is reached. Solution 2: Users can track their IRA…
Here’s a summary of the main issue and solutions discussed in the conversation: Main Problem: The user, Blue Horseshoe, is seeking information about what happens to a bond if the underlying company goes bankrupt and whether they can speak directly with a Fidelity Bond representative for answers. Solution Provided: FidelityLinsey advised that the user can…
Summary of User’s Issue and Solutions: The main problem reported by the user, Brijoh, is difficulty in withdrawing funds from an unfamiliar trading platform. Fidelity representatives clarified that they are not associated with the trading website in question and recommended using Fidelity.com for trading. Fidelity was unable to confirm the legitimacy of the platform since…
Here’s a summary of the main issue and solutions discussed: Main Problem: The user is locked out of their Fidelity account due to a lost authenticator code linked to a third-party authentication app. Solution Suggestion: The user was advised to contact Fidelity’s Technical Support team for assistance with recovering or removing the authenticator code. Follow-Up…
Summary of User’s Problem and Solutions: Main Problem: The user appears to need clarification on the use of deposit slips for depositing funds into a Fidelity account. Solution Provided: A deposit slip is defined as a form that includes the date, depositor’s name, account number, and deposit amounts, which is required for mailing in a…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: User’s stock (CDAKQ) has been delisted from the stock exchange, and they are unable to sell it on their Fidelity account due to an error message. Possible Solutions Discussed: The delisted security may still trade over the counter (OTC). Investors…
Summary of User’s Concern and Solutions Discussed: Main Problem: The user wants to remove the Fidfolio section from their account after the free trial and is looking to liquidate it to free up screen space. Solution Steps: Ensure the subscription is canceled by logging into Fidelity.com. Go to “Profile” at the top of the website….
Main Problem: The user is confused about whether extended hours trading is available for minor accounts and is unclear about receiving a warning regarding a Good Faith Violation when placing trades. Solution for Extended Hours Trading: Fidelity confirmed that extended hours trading is not available for Fidelity Youth accounts. Explanation of Good Faith Violation: The…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user, Dew, was receiving a cash violation on their ROTH IRA and seeking clarification on the cause of the mistake. Fidelity’s representative suggested that due to multiple transactions occurring simultaneously, further research was needed to determine the issue and recommended connecting in…
Main Problem: Users are experiencing difficulty with placing complex orders, such as One-Cancels-the-Other (OCO), on the new Trading Dashboard, as it defaults to margin trades instead of cash. Solution 1: Fidelity acknowledged that conditional orders like OCO are not yet available in the Trading Dashboard but are being developed for future release. Solution 2: Users…
Here’s a summary of the main problem and discussed solutions from the conversation: Main Problem: Oleksii is seeking to change the access method for his Fidelity account, which is currently tied to his work email, and wants to know if he can switch to using personal credentials after changing employers. Solution Discussed: Fidelity representatives clarified…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user is concerned about whether changes in bond fund values affect dividend amounts. Solution Provided: Fidelity clarified that dividend payments are not guaranteed and can change, including potential discontinuation. Additional Resources: Fidelity provided links for further information on dividends…
Summary of User Inquiry and Response: The user, wallstready, inquired whether Fidelity provides ATM fee refunds for the gold card linked to their brokerage account. Fidelity’s response clarified that ATM fee reimbursement is generally available for the Fidelity Cash Management Account (CMA) but is limited for the gold card linked to a brokerage account. ATM…
Summary of User’s Issue and Suggested Solutions: The main problem is that the user is unable to add their Fidelity debit card to Apple Pay, receiving an error message to contact their card issuer. The user has already read help articles and contacted Fidelity debit card services without resolving the issue. A suggested solution is…
Summary of the user’s problem and solutions discussed: Main Problem: The user, PokestarFan, is concerned about potentially violating day trading regulations after making small trades with settled cash in their account. Solution 1: Fidelity representatives clarified that if trading is strictly in a cash account, the user will not be subject to Pattern Day Trader…
Summary of User’s Issue and Solutions Discussed: Main Problem: The user, Hanuman, experienced a discrepancy between the web portal and iOS app regarding their Fidfolio enrollment status, with the web claiming payment issues and disabling access despite successful payments being made. Solution Provided: Fidelity support suggested reaching out through other available methods for assistance, specifically…
Summary: The main problem reported by the user is the misleading “available to invest” value, which can lead to confusion and warnings when trying to invest with unsettled funds. Fidelity explains that it generally takes 2-6 business days for deposited funds to fully collect in the account, and that stocks and ETFs take two business…
Summary of User’s Issue and Solutions: The main problem reported by the user is the uncertainty regarding the status of their forgotten Fidelity IRA from their time as a US resident. A suggested solution is to access the Fidelity account online at Fidelity.com using their username and password. If the user does not remember their…
Here’s a summary of the main issue and solutions discussed in the post: Main Problem: The user cannot access their account due to a recent phone number change that affects multi-factor authentication. Solution: The user needs to contact Customer Service by phone to update their phone number after verifying their identity. Availability: Customer Service is…