Summary: The main problem reported by the user is the desire to transfer shares of QQQ from their brokerage account to their Roth IRA account with Fidelity. Transferring shares directly into a Roth IRA is not allowed; contributions must be made in cash. Shares can be transferred out of a Roth IRA to a taxable…
Here’s a summary of the main problem and solutions discussed: Main Problem: The user, Noah Werden, needed assistance enabling Multi-factor authentication (MFA) on his Fidelity account. Solution 1: Fidelity representatives provided a link to the Security Center on Fidelity.com where MFA can be enabled after logging in. Solution 2: Users are instructed to click “Got…
Here’s a summary of the main problem reported by the user and the solutions discussed: Main Problem: Users are experiencing issues with a new design of the Fidelity mobile app that is perceived as less user-friendly, with worse aesthetics and increased navigation complexity. Concerns: Users worry that they may be forced to adapt to ongoing…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user reported that even after unchecking the option to “Show zero balance Fidelity accounts,” zero balance Stock Plan accounts still remain visible on the website. Additional Concern: The user also questioned why the customization settings do not allow users…
Summary of User Report: The main problem reported by the user involves a need for further investigation into an issue they raised. The user is encouraged to send a direct message on social media for assistance. Alternatively, the user can contact a 24/7 customer service representative by phone. A link to the customer service contact…
Main Problem: Lula is seeking information about the features and capabilities of a Fidelity Cash Management Account (CMA), including direct deposit, mobile deposit, transaction limits, ATM fees, overdraft protection, and interest rates. Solutions Provided: FidelityCaitlin provided links to resources for further research on the CMA, including an overview of the account, features by account, and…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user, Reumert, is difficulty in contacting customer service via the live chat and phone options due to a malfunctioning automated system and issues with entering credentials. Fidelity representatives suggested using Discord for assistance and provided a link to their customer service contact…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user, Robot Trade, reports that their available balance shows zero but they are still able to execute new trades. Solution: Fidelity explains that some deposit methods have a collection period during which funds are not available for withdrawal, but…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user, Thailand_1982, is receiving trade confirmations and documents via email despite not having an account with the organization and is seeking to remove their email from the system. Solution Offered: The organization requested the user to send a Modmail…
Summary of the user’s issue and the response provided: Main Problem: The user has a negative cash balance of -$9,999.86 and is inquiring if selling investments will cover this deficit and how the remaining funds will be handled. Solution Discussed: When the user processes a sell transaction that exceeds the debit balance, the remaining funds…
Here’s a summary of the main issue and the solutions discussed: Main Problem: The user reported that the Hightower Daily market watch reports have been missing for the last week. Solution Offered: The vendor has stopped producing many reports, but the remaining reports are still available on Fidelity.com. Additional Resource: Users can utilize a research…
Main Problem: The user, Panda, is experiencing repeated failures when trying to access their Youth Account, encountering an error message stating “something went wrong” on both the website and the mobile app. Recommended Solutions: Try completing the sign-up process on the mobile app if the website is not working. If the issue persists, contact a…
Summary of User’s Problem and Solutions Discussed: The main problem reported is that funds deposited via check are not transferring to the user’s cash balance; they remain in the “available to invest” status for an extended period. One reason for the delay is that checks usually have a collection period to ensure they clear, which…
Summary of User’s Concern and Solutions: The main problem reported by the user is the clarification on whether their cash balance on the Fidelity Youth card represents the amount available for spending. Multiple responses confirmed that the cash balance is indeed the amount that can be used for purchases until more funds are added. It…
Summary of the User’s Issue and Solutions Discussed: The main problem reported is that the user receives an “account restricted” error when attempting to place a trade in their brokerage account on the app. Solutions suggested include logging out and logging back in, reinstalling the app, and updating the app. Another suggestion is to wait…
Here’s a summary of the main problem and solutions discussed: Main Problem: The user has completed all learn and earn levels but has not received any money, despite being informed it would take 1-3 business days. Solution 1: Fidelity representatives clarified that the processing time is based on business days and asked the user to…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: Noah Werden is seeking assistance with updating mail preferences on Fidelity’s website. Solution Steps: Log into Fidelity.com. Click on “Profile” at the top of the website. Navigate to “Communication preferences” in the “Preferences” section of the Profile page. Verify and…
Summary of the user’s concerns and solutions discussed: Main Problem: The user is uncertain about the tax reporting requirements related to funds in their Revolut account, specifically whether they need to report taxes in their home country or in the country of the funds. Suggested Solutions: Fidelity advised the user to consult a qualified tax…
Here’s a summary of the user’s issue and the suggested solutions: Main Problem: The user has funds allocated in their 401(k) but cannot see the fund or its ticker. Solution: Fidelity recommends that the user contact their Workplace Investing team for assistance. Contact Information: The user can call the team and should say “401(k)” when…
Summary: The main problem reported by the user is the desire to know if there is a limit to the number of accounts they can open at Fidelity for managing expenses separately. Fidelity confirmed that there are generally no restrictions on opening multiple accounts. There are no fees associated with opening or maintaining retail accounts,…