Summary of User’s Issue and Solutions: The main problem reported by the user is a discrepancy between the current value of their ROTH IRA and the sum of all contributions made, despite the account showing a positive overall gain/loss. The user can check historical transfer information by visiting the “Performance” tab in their portfolio on…
Summary of User Issue and Solutions: Main Problem: The user, Richie, did not receive the $50 bonus for opening a Fidelity Youth Account, despite activating the account and waiting longer than 10 days. Solution Steps Provided: Richie was informed that the bonus would be deposited after account activation and that he should contact Fidelity if…
Here’s a summary of the main issues and potential solutions discussed: Main Problem: The user is frustrated that Full View/emoney advisor automatically separates “short term” assets into their own category, making it difficult to view a holistic asset allocation that includes bonds and stocks. Potential Solutions Discussed: Allowing users to manually categorize asset classes to…
Here’s a summary of the main problem and the solutions discussed: Main Problem: The user is unable to withdraw money from their new account, receiving a message stating that withdrawals are not possible. Solution: The inability to withdraw may be due to a collection period for recently deposited funds, which typically lasts 2 to 6…
Summary of Main Problem and Solutions: The user, etisagoat21, is seeking help but does not specify the issue. FidelityMarian offers assistance and inquires about the user’s questions regarding the Fidelity Youth account. Here’s the full thread etisagoat21 11/11/2023 at 16:57:27 PST I need help FidelityMarian 11/13/2023 at 07:30:42 PST We are here for you, @etisagoat21!…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user wants to know if there is a way to see margin requirements for stocks and ETFs directly in the portfolio overview, watchlists, or research & quotes, instead of only through the margin calculator in a pop-out window. Solution…
Here’s a summary of the main problem and solutions discussed: Main Problem: The user received a message indicating that the system doesn’t recognize the symbol provided. Solution 1: Verify the symbol and re-enter it to ensure it is correct. Solution 2: Clear the browser’s cache and cookies from the privacy settings. Solution 3: Try accessing…
Main Problem: The user, El Mencho, is inquiring about the minimum stock price for trading in a Fidelity minor account, specifically noting that penny stocks are not allowed. Solution 1: Fidelity representatives clarified that users can purchase US stocks and ETFs for as little as $1 through fractional shares. Solution 2: Fidelity defined penny stocks…
Here’s a summary of the main problem reported by the user and the solutions discussed: Main Problem: The user, akane, inquired whether Fidelity accounts are FDIC insured, particularly in the context of using them as a daily spending option and for stock investment. Solution Provided: FidelityMarian clarified that all Fidelity brokerage accounts are covered by…
Summary of User’s Inquiry and Solutions: The main problem reported by the user is whether the Fidelity Youth account can access the normal trading dashboard. The Fidelity Youth Account does have access to the Trading Dashboard on Fidelity.com. To access the dashboard, users should select the “Accounts & Trade” tab and choose “Trading Dashboard.” The…
Summary of the user inquiry and response: Main Problem: The user, akane, asked if a Fidelity Bloom account could serve as the parent account for a Youth account. Solution: FidelityMarian confirmed that a Fidelity Bloom account is indeed eligible to be the parent account for opening a Fidelity Youth account. Additional Resource: A link to…
Here’s a summary of the main problem and the solutions discussed in the conversation: Main Problem: The user, El Mencho, is seeking clarification on how taxes apply to a minor earning income from stocks. Solution 1: Taxes on capital gains are determined by the difference between the purchase price and the sales price of the…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user is experiencing an error with Fidelity’s platform, which prevented them from exiting a trade before the market closed. Fidelity confirmed that there was a temporary issue affecting their platforms but stated that systems were back up and running, ensuring that user…
Summary of User Report and Solutions: The main problem reported by the user, JayG, is difficulty in providing feedback on a web page due to not recalling how they navigated to it. Fidelity representatives requested detailed navigation breadcrumbs from JayG to assist their development team in addressing the issue. JayG expressed frustration about the expectation…
Summary of User Report and Solutions: The user reports that the app is redirecting them to a mobile version of the regular site, causing the loss of features like check deposit. Fidelity suggests troubleshooting by deleting and reinstalling the app. Ensure both the app and the device are updated to the latest versions. Try logging…
Here’s a summary of the main problem reported and the solutions discussed: Main Problem: The user, ohiorocks, is experiencing an error when viewing positions on their accounts after unenrolling from Solo Fidfolios. Solution 1: Delete and reinstall the Fidelity mobile app, ensuring it’s the latest version. Solution 2: Try logging in from a different device…
Here’s a summary of the main issues and solutions discussed in the user’s post: Main Problem: The user is experiencing issues with a recurring investment where the scheduled buy did not occur despite having funds available, and a recent change in target allocation for the investment basket was ignored during the last purchase. Solution Discussed:…
Summary of User’s Inquiry and Solutions Provided: Main Problem: User, Sandra, is inquiring about the options trading tier required to execute a Jade Lizard strategy in her Fidelity accounts. Solution: To place a Jade Lizard spread on one ticket, Sandra needs to have options tier 3 due to the short put being categorized as a…
Here’s a summary of the main problem reported and the solutions discussed: Main Problem: The user, Omni-Lord, is seeking information about the cutoff for Private Client status, the benefits associated with it, and whether Netbenefits or retirement accounts contribute to the total account value. Solution: FidelityLinsey explains that Premium Services and Private Client Group designations…
Main Problem: The user is concerned about the tax implications of withdrawing $6,500 from their Roth IRA due to not submitting a Return of Excess Contributions form. Discussed Solutions: Complete a Return of Excess Contributions (ROE) form to remove the over-contribution from the account, regardless of earnings. Consider recharacterizing the contribution from a Roth IRA…