Summary of User’s Concern and Solutions: The user, MLG, is facing an issue where they can only see Limit order types when attempting to buy or sell stocks during extended-hours trading. Fidelity explains that only Limit orders are allowed during extended-hours trading due to the increased risks and price volatility associated with these sessions. Orders…
Main Problem: The user, poes, is experiencing a significant delay in updating a position, which they believe should not take an entire day. Possible Solutions Discussed: Noah Werden asks for clarification on the type of Fidelity account the user has, suggesting that account type may be relevant to the issue. FidelityJames encourages the user to…
Summary of User’s Issue and Solutions Provided: The main problem reported by the user is that the Fidelity mobile app is displaying “We were unable to load the content.” for several sections including Earnings, Key Stats, Ownership, Analyst Ratings, and the Profile section. Suggested troubleshooting steps include: Close and relaunch the app. Shut down and…
Main Problem: The user is unable to trade cash covered options in their individual account despite being approved, as their cash available to trade (CAT) balance appears insufficient even though they believe they have enough funds to cover their trades. Solutions Discussed: Funds used to secure cash covered puts will be placed in a “cash…
Summary of User’s Inquiry and Solutions: Main Problem: The user is inquiring about how to link a Youth Account for funding purposes. Solution 1: Parents can fund the Youth Account through check deposits, eligible payment apps, or transfers from linked Fidelity accounts. Solution 2: Ensure the Youth Account is properly set up and linked; the…
Summary of the conversation: Main Problem: The user, Kezen Mox, is unable to find the “Learn” feature in the Fidelity Youth App despite having the app ready. Solution 1: The feature is only available to minor account holders; the user should ensure they are using the app for minors. Solution 2: Troubleshoot by uninstalling and…
Summary of User’s Issue and Solutions Provided: The main problem is that Rani’s parents are unable to find instructions on how to transfer money to her Fidelity Youth Account. Parents can transfer money by logging into Fidelity.com, selecting “Accounts & Trade,” and then “Transfer.” Rani can request money through the Fidelity Youth app by selecting…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: Michael’s Fidelity account is closed, preventing him from buying stocks, and he hasn’t received a response after resending his documents to reopen it. Solution: Contact Fidelity’s client services directly for a status update on the account reopening. Alternative Solution: Reach…
Summary: The main problem reported by the user is the inability to find detailed profit/loss information on trades made within their brokerage link portion of a 401k, specifically seeking realized gains from bought and sold stocks. A solution provided by FidelityCourtney includes instructions to view investment performance on Netbenefits.com by logging in, navigating to the…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: SPX quotes were frozen at 5241.69 on ATP, affecting user access to real-time market data. Solution: Fidelity acknowledged the issue as an industry-wide problem, which temporarily affected quote reception for some market indices. Resolution: The issue has since been resolved,…
Summary of User’s Concern and Solutions Offered: The user is worried about inaccurately reporting their fluctuating income when setting up a Fidelity Go account. Fidelity Heather suggested that the user contact the Fidelity Go team for assistance with the account application and any income-related questions. The Fidelity Go team is available Monday through Friday from…
Main Problem: The user is concerned about the buying power required for a bull put spread on Fidelity and the implications of being assigned on the short leg without the ability to purchase the underlying shares. Solution: The margin requirement for credit put spreads in nonretirement accounts is determined by the lower of the difference…
Here’s a summary of the user’s issue and the suggested solutions: Main Problem: The user, Yuber, initiated a wire transfer on August 19, 2024, but has not received the funds in their bank account after one and a half weeks. Suggested Solution: FidelityJames recommends that the user contact their customer service team by phone for…
Summary of User Issue and Solutions: The main problem reported by the user, NightMare, is the absence of the referral option on their Fidelity youth account, limiting them to only two earning options (gift card and learn to earn). Fidelity representative, Emilio, explained that the referral feature has been temporarily removed as they work on…
Summary of User’s Issue and Solutions Discussed: The main problem reported is confusion about how to add funds to a Fidelity account using PayPal, as the user is unable to send money to themselves. Fidelity representatives advised the user to add their Fidelity account using account and routing numbers in PayPal, then initiate a transfer…
Summary: The user is concerned about how Fidelity would identify a foreign beneficiary designated on their brokerage account in the event of their death. Fidelity confirms that non-US residents can be beneficiaries and explains the process for claiming assets after the account holder’s death. Beneficiaries or executors must notify Fidelity of the account holder’s passing,…
Summary of User’s Issue and Solutions: The main problem reported was that the user wanted to set up recurring transfers from their savings account to Fidelity but could only configure transfers from their checking account. The user initially linked their bank account but was uncertain if transferring from savings was possible due to identical routing…
Here’s a summary of the main issue and solutions discussed: Main Problem: The user, N₿Aneil, is unable to find the option for creating recurring purchases for ETFs in the Fidelity app, despite being able to do so on the website. Solution Provided: FidelityCaitlin confirmed that recurring investments can be established in the app by tapping…
Here’s a summary of the main issue and solutions discussed: Main Problem: The user, MGoLou, wants to know how to view the names/entities under which their different accounts (brokerage and cash management) are registered, as this information is not available on the website. Solution Offered: Fidelity representatives suggest contacting them directly via social media or…
Main Problem: The user is unsure if their 529 college savings plan is insured and has concerns about funding it correctly as a non-owner. Solutions Discussed: Fidelity confirmed that units of the Fidelity 529 college savings plans are protected by the Securities Investor Protection Corporation (SIPC). The user can fund the 529 plan through mailed…