Customer Support

Main Problem: Jim is unsure if he can process his rollover paperwork at Fidelity before his IRA funds settle, as they currently show as “Unsettled.” Solutions Discussed: Fidelity clarified that stock and ETF trades settle two business days after the trade date (T+2) and suggested checking the settlement date in the “Activity & Orders” tab….

Here’s a summary of the main issue and solutions discussed in the conversation: Main Problem: The user, Cryptodots, reported discrepancies in the yield percentages displayed for JEPY and QQQY under ‘Dividend View,’ with JEPY showing 4.80% instead of 58.25% and QQQY showing 5.98% instead of 67.55%. Solution Discussed: Fidelity acknowledged the issue and escalated it…

Here’s a summary of the user’s main problem and the solutions discussed: Main Problem: The user, Zucce05, was confused about a “DIRECT DEPOSIT TPG PRODUCTSSBTPG LLC” showing in their Fidelity brokerage account after selling a security, unsure if it was a special disbursement. Solution: Zucce05 later realized that the deposit was unrelated to the sold…

Here’s a summary of the main problem and solutions discussed: Main Problem: The user, Derpy, was unaware that they needed to manually change their settings to receive tax forms physically instead of digitally, and they are seeking a way to have a previously sent digital tax form mailed to them. Solution: Fidelity’s representative suggested that…

Summary of User’s Issue and Solutions Discussed: The user reports that after enabling margin in early 2022, their shares have not been loaned out despite being in the Fully Paid Lending Program, and they question if there is a connection between the two events. Fidelity clarified that simply enabling margin does not affect the lending…

Main Problem: POSEIDON is experiencing difficulties connecting Fidelity accounts to investment tracking applications via Plaid, receiving a “Something is wrong. Try again” message for months. Solutions Discussed: Fidelity suggests linking the Fidelity account directly by entering routing and account numbers instead of using Plaid. Users may need to reestablish the connection between Fidelity and third-party…

Here’s a summary of the main issue and solutions discussed in the conversation: Main Problem: The user, sindbad, is inquiring whether the options intermediate class will be offered after April, as they are unable to attend the beginner class in March due to timing issues. Solution: FidelityMarian confirmed that the options courses are offered each…

Main Problem: The user is unsure about how bankruptcy affects their Fidelity brokerage account and whether losses will automatically show up or require manual action to realize. The shares of a company in bankruptcy may still be traded until legal proceedings are completed, and the ticker symbol could change to reflect this status. If a…

Here’s a summary of the main problem reported and the solutions discussed: Main Problem: The user, GRosner, is experiencing frequent logouts from the Fidelity website, unlike the previous year when they remained logged in. Solution Discussed: Fidelity representatives explained that users are automatically logged off after 30 minutes of inactivity, with a warning displayed at…

Main Problem: User wants to know how to check the amount made from dividends. Solutions Discussed: Log in to Fidelity.com and navigate to “Accounts & Trade,” then select “Tax Forms & Information” to view your Year-To-Date Tax Activity. Access the appropriate account and year to see your ordinary dividends and distributions in the YTD Tax…

Summary of User Issue and Solutions: The user is unable to log in to their Fidelity account due to being blocked after entering the wrong password three times and is unsure what questions support will ask when contacted. Fidelity suggests resetting the password by selecting the “Forgot password” button on the login page to regain…