Summary of User’s Issue and Solutions Discussed: The user is experiencing issues linking NerdWallet with their Fidelity account due to third-party budget apps not connecting via Plaid. Fidelity has implemented a new secure connection as of October 1st, 2023, requiring third parties to adapt to this system to access Fidelity data. Fidelity is actively working…
Summary: The user is unable to see transactions for their linked Chase credit cards in Full View, despite being able to see the balances. A suggested solution is to remove the linked accounts and re-add them by following steps in the Full View section of Fidelity.com. If issues persist after re-linking, the user is advised…
Summary of User’s Issue and Solutions Discussed: The user is confused about how to calculate the percentage of dividend return for the funds FNILX and FXAIX and is unsure if they are looking in the right place on the Fidelity website. Fidelity provided a link to an external resource on mutual fund yield as a…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: Harrison reported that the option to buy into a Fidelity youth fund was unavailable. Initial Solution: FidelityShawn informed Harrison that Fidelity Youth Baskets had recently launched in the Fidelity Youth App and should be available when the market opens. Follow-up:…
Summary of the user’s issue and solutions provided: Main Problem: The user, misscris, reported an unauthorized charge on their debit card and inquired about disputing the transaction online. Solution: The user should contact Fidelity’s Debit Card Services team to submit a dispute, as they are available 24/7 via the service number on the back of…
Here’s a summary of the main problem and solutions discussed: Main Problem: Ronald is experiencing significant lag with Active Trader Pro (ATP). Solutions Discussed: Close any unnecessary tools in ATP by checking the “Tools in Use.” Close and relaunch ATP. Perform a power cycle: shut down the computer, unplug the router for one minute, then…
Here’s a summary of the main problem and solutions discussed: Main Problem: The user is seeking ways to speed up the sign-in process using Face ID with Fidelity’s app. Solution 1: Ensure that both the app and the device have the latest updates installed. Solution 2: If everything is up to date and the issue…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user, oontzz, is new to Fidelity and wants to start investing in 4-week T-bill ladders with an auto-roll feature. Solution 1: Fidelity offers a step-by-step guide on how to purchase Treasury Bills (T-bills) through their platform, which includes information…
Summary of the User’s Inquiry and Solutions Discussed: The main problem reported by the user is whether it is possible to set up bills to autodraft from their margin account instead of using bill pay. FidelityShawn confirmed that the user’s account allows direct debits from the margin account. The user needs to provide either debit…
Here’s a summary of the main problem and discussed solutions: Main Problem: The user is unable to invoke Trade Armor from the Trading Dashboard, a feature they previously accessed, and they are looking for a way to create a bracket order that submits a stop limit and take profit order after a limit order is…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user is inquiring whether Fidelity resets the pattern day trader (PDT) designation for accounts flagged as such. Solution Provided: A one-time request for removal of the PDT designation is possible if the user confirms they will no longer engage…
Summary of User’s Concern and Solutions Discussed: Main Problem: The user is concerned about what would happen to their VOO investment if Vanguard were to go bankrupt. Solution Offered: Fidelity representative mentioned that brokerage firms have rules in place to minimize financial failure and protect customer assets in the event of a failure. Additional Resource:…
Here’s a summary of the main issue and the solutions discussed: Main Problem: The user is experiencing an error when trying to place an order, prompting them to contact customer support. Potential Solution: Check the Message Center on Fidelity.com for any messages regarding account restrictions. Contact Options: If no information is found, the user can…
Summary of User’s Issue and Solutions: The user, prizm, reported being charged twice for a Funko Pop purchased on eBay for $18.40. Other users suggested contacting Fidelity’s customer support, which is available 24/7. It was advised to find the service number on the back of the debit card to reach the appropriate support team. Fidelity’s…
Summary of User Inquiry and Response: Main Problem: The user wants to know if they can custody Bitcoin with Fidelity that was not purchased through Fidelity. Response: Currently, Fidelity Crypto does not allow users to receive or send cryptocurrency transfers, including Bitcoin bought elsewhere. Future Updates: Fidelity is exploring the possibility of enabling cryptocurrency transfers…
Summary of User’s Inquiry and Solutions Discussed: The main problem reported by the user is the desire to transfer cash from their Schwab brokerage account to Fidelity and finding a faster method than the typical ACAT transfer, which takes 3-5 business days. One solution suggested is to use the ACAT transfer method, which is a…
Summary of User’s Problem and Solutions Discussed: The main problem reported by the user was that a money transfer from their bank to their Fidelity account was not appearing in the “Activity and Orders” tab, causing confusion. The user later discovered that the pending transfer could be found by clicking on “Transfers” within the “Activity…
Summary: The user is confused about the $250 minimum transfer requirement while setting up their Cash Management Account (CMA) and how it affects overdraft situations. If the user selects “Free Self-Funded Overdraft Protection,” the CMA will only draw enough funds from the funding account to cover the shortfall, without a minimum transfer requirement. If the…
Summary of User’s Inquiry and Responses: The main problem reported by the user, Amy, is uncertainty about whether to convert her existing Roth IRA to a Fidelity Go account or to open a separate account, along with questions about investment limits and the pros and cons of this decision. Fidelity explained that Fidelity Go is…
Summary of User’s Inquiry and Solutions Provided: The user, Lurien, is seeking clarification on how Reg T applies to purchasing securities on margin and the implications for equity and borrowing limits. Fidelity representatives explained that the initial margin requirement under Reg T is 50% of the purchase price for most securities, and a minimum account…