Here’s a summary of the main problem and the solutions discussed: Main Problem: The user faced issues accessing their Fidelity account due to a malfunctioning phone, which prevented them from receiving the 2FA code necessary for logging in. Suggested Solution: The user recommends that Fidelity switch from their current single-device Symantec VIP authenticator app to…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user’s friend is experiencing difficulties in obtaining Level 1 options approval despite having a sufficient cash balance and margin enabled; they are being asked for additional documentation. Solution Offered: The user was advised that options approval decisions consider trading…
Here’s a summary of the main problem and discussed solutions from the conversation: Main Problem: User N₿Aneil is unsure about how dividends and margin work in their brokerage account, particularly whether dividends pay down margin debt or are available for withdrawal. Solution: Fidelity representatives clarified that any cash deposited, including dividends received, will first be…
Summary of User’s Problem and Solutions Discussed: The user is trying to understand how margin-related balances are calculated, particularly in relation to day trading and the implications of buying and selling options contracts with settled and unsettled funds. Fidelity’s representative clarified that the user’s example involved day trading and explained the definition of a day…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user, @goat, was the inability to post pictures and view Real-Time Quotes, initially resulting in a blank screen. FidelityCaitlin suggested basic troubleshooting steps, including clearing the cache and cookies on the browser or trying a new browser or device. To activate Real-Time…
Summary of User’s Problem and Solutions: The main problem reported by the user is that they are trying to set up Apple Pay without having their debit card yet. One response indicates that it is not possible to set up Apple Pay without entering the details of a debit or credit card. An alternative solution…
Main Problem: Qupert is unable to complete the account verification process because they only received one of the two required microdeposits. Solutions Discussed: Qupert should wait for the second deposit, which typically arrives within three business days after the request. If the second deposit is not received, Qupert can restart the linking process through the…
Summary of User’s Inquiry and Solutions: The main problem reported by the user is the lack of functionality on Fidelity to group stocks based on different investment strategies for performance analysis. Fidelity offers an “Analysis” tab that allows users to view weighted percentages of stocks within specific accounts. To access the analysis, users can log…
Summary of User’s Inquiry and Solutions Discussed: Main Problem: The user, Kal, is seeking guidance on how to start trading options and what necessary settings and permissions are required to hedge their portfolio. Solution: To begin trading options, Kal needs to complete an options application and gain approval for their eligible account(s). Additional Information: Approval…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user is difficulty setting up a card for Microsoft payment options, receiving an error message stating to “Check that the details in all fields are correct or try a different card.” despite having sufficient funds. A suggested solution involves clarifying the type…
Summary of Main Problem and Solutions Discussed: The user is confused about the Designated Investments Agreement (DIA) required for purchasing the JP Morgan Equity Premium Income ETF (JEPI) and how it categorizes their entire account as “Most Aggressive,” despite it being a small part of their overall portfolio. The DIA is necessary for purchasing more…
Summary: The user, sindbad, needed to miss an intermediate options learning session and inquired whether a recording would be available. It was confirmed that the specific session would not be recorded, but similar helpful content could be provided. Fidelity representatives directed sindbad to a previously recorded session available through On-Demand videos. Here’s the full thread…
Here’s a summary of the main issue and the solutions discussed in the conversation: Main Problem: The user, Dan, is inquiring about the tax implications of SPAXX/FDIC Core Positions and whether he needs to pay taxes if he does not make enough money. Solution 1: Fidelity representatives explained that distributions from the money market core…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user, EE, is inquiring if it’s possible to create an On the Open order using dollars instead of shares. Solution Provided: FidelityDexter explains that dollar-based and fractional share orders can only be placed with “Day” as the time in…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user is missing a credit card payment deadline by 2 hours and questioning whether they will incur interest charges for the late payment. A suggested solution is to contact Elan Financial Services at (888) 551-5144 or the number on the back of…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user wants to check if their Fidelity managed checking account is set up with overdraft protection, specifically concerning auto payments. Solution: To check and set up overdraft protection, the user should log into Fidelity.com and follow these steps: Select…
Summary of User Report: The main problem reported by the user is that they are experiencing issues with the Fidelity Active Trader Pro platform, specifically that selling orders do not work correctly unless the options are losing money. The user also mentioned receiving unhelpful and insulting support responses. One suggested solution is to sell all…
Summary of User’s Issue and Solutions Discussed: The user, sheepstep, is unable to access their 401k benefits and is marked as not an active employee despite returning to work for the same employer under a different brand. Fidelity representative suggested contacting the workplace team to review the user’s employment status and the plan’s participation rules….
Here’s a summary of the main issue and the solutions discussed: Main Problem: The user is receiving verification texts for a Fidelity Credit Card issued to their wife, which creates a challenge since they will be in different time zones during her vacation in Europe. Solution: The user is advised to contact Elan Financial Services…
Summary: The user, Xyphur, is seeking a way to automatically transfer funds from one account to another when cash exceeds a certain threshold, and then invest the excess into an ETF or mutual fund, given their irregular income. FidelityDexter informed Xyphur about an Automatic Transfer/Investment feature that allows setting up an automated plan to transfer…