Here’s a summary of the user’s issue and the solutions discussed: Main Problem: The user wants to know if they can deposit cash into a youth account at an ATM. Solution: Fidelity cannot accept cash deposits at ATMs or branches. Alternative Solutions: Fidelity offers various other deposit methods for funding accounts, which can be reviewed…
Here’s a summary of the main problem and the solutions discussed: Main Problem: The user, Illuminati, is unable to find options to cancel or edit a recurring deposit feature set up in their Fidelity brokerage account. Solution 1: Fidelity representative suggested checking the “Manage recurring transfers” section under “Accounts & Trade” to locate the plan….
Here’s a summary of the main issue and the solutions discussed in the conversation: Main Problem: The user is confused about the conflicting information regarding the Fidelity credit card’s foreign transaction fee, as some sources state there is a 1% fee while the terms indicate there is none. Solution 1: Fidelity confirmed that individuals approved…
Here’s a summary of the main problem and solutions discussed: Main Problem: The user reported an “over contribution” to their HSA and was unable to find the link to their open ticket due to issues with the new beta view. Solutions Discussed: Fidelity representative suggested checking if the user was logged in when trying the…
Here’s a summary of the main issue and the solutions discussed: Main Problem: The user reported that their account was closed while still having a remaining balance and inquired whether they would receive a check for that balance. Possible Explanation: Another user suggested that accounts are typically not closed with funds remaining unless there is…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user, anna0239, is unable to accept an invite after being unbanned from a bot that previously restricted access. Solution 1: FidelityMichael suggested joining through a direct link: discord.gg/fidelityinvestments. Solution 2: FidelityMichael asked the user to try again after making…
Here’s a summary of the main issue and solutions discussed: Main Problem: The user encountered an error (020282) indicating that online transactions for Hong Kong stocks are not currently accepted for their country, despite having successfully traded Hong Kong stocks before. Solutions Discussed: The user was advised to contact Fidelity’s International Trading team for assistance…
Summary of User’s Issue and Solutions Discussed: Main Problem: The user mistakenly contributed to their 2023 HSA while being ineligible due to coverage under a family non-HDHP plan and is seeking a way to undo the contribution and get refunded the 6% excise tax paid for the ineligible contribution. Solution: The user can correct the…
Summary: The main problem reported is the user’s desire to invest cash from their Fidelity brokerage account into an ETF automatically, but they are unsure if setting up a recurring investment will work if funds are insufficient. Fidelity confirmed that if there are not enough funds for the scheduled recurring investment, the purchase will be…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user is unsure whether Fidelity sends out K-1 forms automatically or if they need to seek them out themselves, as they are waiting to file their taxes due to missing forms. Solution: Fidelity representative explains that the General Partner…
Here’s a summary of the main problem and the suggested solutions from the conversation: Main Problem: The user is trying to create a youth Fidelity account for individuals under 18, but they do not have a Social Security Number (SSN) or Social Security card, which is a requirement. Suggested Solution: The Fidelity representative recommends contacting…
Here’s a summary of the main problem and the solutions discussed in the post: Main Problem: The user, Vita, is concerned about whether initiating a full outgoing ACATS transfer will close their Fidelity account, particularly regarding the Fidelity Bloom Spend and Save accounts. Solution 1: A full Transfer of Assets (TOA) out of a Fidelity…
Main Problem: The user has not received their debit cards for CMA accounts despite ordering them on 9/25, and seeks clarity on the processing delays. Solutions Discussed: Users are advised to wait longer for processing, but those needing immediate access can call Fidelity to possibly expedite their request. A Fidelity representative stated that users will…
Summary of User’s Inquiry and Solutions Provided: The main problem reported by the user is the discrepancy between the contribution number on their Roth IRA page and the amount listed on their Form 5498, leading them to seek clarification on how to view their total contributions for 2023. Fidelity explained that users are responsible for…
Summary of User Issue and Solutions: The main problem reported by the user was confusion over why their settled cash was larger than the amount available to trade after receiving a direct deposit for the first time. Fidelity explained that the discrepancy could be due to funds being committed to open orders, affecting the cash…
Here’s a summary of the main problem and solutions discussed: Main Problem: The user, Jeef, is unable to transfer shares between his brokerage accounts online and has been informed that this feature is now only available through a phone representative. Solution Offered: Fidelity representatives suggested that Jeef’s accounts might have specific transfer limitations and advised…
Summary of User’s Concern and Solutions: The main problem reported by the user is that individuals residing outside of the U.S. cannot open an account with Fidelity due to regulatory challenges. A suggested solution is for non-U.S. users to visit the Fidelity International website for additional support regarding available services. Users are encouraged to work…
Here’s a summary of the main problem and solutions discussed: Main Problem: The user, Captain Morse code, is confused about filling out a new Fidelity non-retirement brokerage account application, specifically regarding the request for a brokerage account number that they do not have. Solution 1: Fidelity support clarified that the brokerage account number is only…
Main Problem: The user, 93Bones, is uncertain about how to track gains or losses from shares purchased in a money market fund (FDLXX) and suspects that the purchase may not have been completed properly, as their cash balance has not decreased. Provided Solutions: eli. explains that FDLXX is a money market fund that maintains a…
Summary of the user’s issue and the recommended solutions: Main Problem: The user executed a market order for a stock that was filled at a cost basis approximately 3% lower than the market price, without any visible dips on the chart. Suggested Solution: The user is advised to contact a Fidelity representative directly for further…