Summary of User’s Problem and Solutions Discussed: The main problem reported by the user is the request for sponsorship opportunities for Fidelity Investments at EDCON 2024. Fidelity responded by asking the user to send a Modmail through their subreddit for further discussion. If the user does not have a Reddit account, Fidelity suggested reaching out…
Summary: The main problem reported is a personal DM on Instagram from someone claiming to be Abigail Johnson, which the user suspects is a scam account. Fidelity representatives confirmed that the profile does not appear to be associated with Fidelity Investments and offered to investigate further if the user provided the Instagram handle. The user…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user, Haydon, is that they are unable to purchase SPAXX for an emergency fund due to an error message that appears when attempting the transaction. Fidelity representative, Shawn, explained that the user’s account has SPAXX set as the core position, meaning that…
Here’s a summary of the main problem and the solutions discussed: Main Problem: The user is seeking confirmation that monthly auto-pay transactions for the Fidelity Visa card from their Cash Management Account (CMA) will utilize self-funded overdraft protection and pull funds from their brokerage account as needed, since the CMA balance will often be lower…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user is the desire to consolidate multiple HSA accounts under different administrators into a Fidelity HSA, while also inquiring about associated costs and fees. Fidelity confirmed that there are no costs or fees for opening and maintaining an HSA with them. To…
Summary of User Post and Responses: The main problem reported by the user is the inability to deposit cash directly into their Fidelity account using an ATM. Currently, Fidelity does not offer a method for depositing physical cash into accounts. The user can make deposits through bank transfers or by depositing checks. Using mobile payment…
Main Problem: The user is inquiring about the delivery schedule for their tax forms, which is dependent on the specific assets held in their account. Solution – Accessing Tax Forms: To view tax forms, the user should log into Fidelity.com and follow these steps: Click “Accounts & Trade” Select “Documents” Then, choose “Tax Forms” Solution…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user, Mega V, has not received payment for completing levels 2 and 3 of the Fidelity Learn & Earn program, and the bars for Spend and Invest are not full. Solution: Fidelity’s representative advised that rewards are usually deposited…
Summary of User Issue and Solutions Discussed: The user, cgc4200, is experiencing issues when trying to purchase the Fidelity Wise Origin® Bitcoin Fund (FBTC) in a rollover IRA, as the option does not appear in the app. Fidelity representatives clarified that FBTC can be purchased through accounts that can buy securities, including tax-advantaged accounts, but…
Summary of User’s Issue and Solutions Discussed: The user is confused about how buying investments in foreign currency (like JPY) versus USD impacts their gains and the associated currency exchange risks. Fidelity’s response highlights the inherent exchange rate risk when trading in different currencies, noting that the currency’s value may drop relative to the USD….
Summary of User’s Issue and Solutions: The main problem reported by the user is the inability to log in, although they can use Fidelity ATP. Suggested solutions include: Clearing the browser’s cookies/cache. Accessing the website from a different web browser. Using a different platform or device. If the issue persists, contacting Fidelity’s Technical Support team…
Here’s a summary of the main problem reported and solutions discussed: Main Problem: The user is concerned that dividends reinvested from held stocks in Fidfolio create new positions outside the main basket, which is not ideal for compounding. Current Solution: As of now, reinvested dividends do create new positions and tax lots separate from the…
Summary of User’s Issues and Solutions Discussed: The main problem reported by Aaliyah is that she is unable to sign into her daughter’s account due to entering the wrong last digit of her phone number during account setup, preventing her from receiving a verification code. Fidelity representatives advised that the phone number associated with a…
Here’s a summary of the main problem and the solutions discussed: Main Problem: The user wants to remove their home phone number from their two-factor authentication (2FA) options. Solution: To update or delete the phone number, the user should navigate to the Profile page on Fidelity.com and click on the “Security Center” link. Here’s the…
Here’s a summary of the main problem and the solution discussed: Main Problem: The user faced difficulty adding card information through the Fidelity website. Solution: The issue was resolved by attempting to add the card information through the Fidelity app instead. Here’s the full thread FidelityLinsey 01/31/2024 at 08:28:32 PST Are you trying to add…
Summary of User’s Issue and Solutions: The main problem reported by the user is difficulty logging into their Fidelity account, as they are repeatedly kicked out with an error message. Solutions discussed include: Delete the web browser cache and cookies. Try using an alternate web browser. If the issue persists, perform a power cycle of…
Here’s a summary of the user’s concern and the solutions discussed: Main Problem: The user, cheeto, is inquiring about the timeframe for getting verified with Fidelity after their parents submitted their ID. Solution: After the application process is completed by the parents, the user should receive an email to set up their Youth Account shortly….
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: Harrison is confused about how SPAXX determines its dividend and wants to understand the math behind it. Solution: Fidelity representatives explained that SPAXX dividends are based on daily money market yields, which are calculated and paid out at the end…
Summary: The main problem reported by the user is confusion regarding the settlement period for options trading and how it relates to the balances shown in Active Trader Pro. Fidelity confirms that the correct settlement period for options is trade date plus one business day (T+1). The user is advised to refresh Active Trader Pro…
Summary of User’s Issue and Solutions: The main problem reported by the user is an excess contribution to their HSA and uncertainty about how to correct it. It is suggested that the user consult a tax adviser for personalized guidance on their situation. The user can initiate the Return of Excess (ROE) process by filling…