Active Trader Pro

Summary of the conversation: Main Problem: The user, Robot Trade, has not specified the issue they are experiencing with Active Trader Pro (ATP). Solution Offered: FidelityJames requested additional details from Robot Trade to better assist with the issue. Follow-Up Commitment: Robot Trade agreed to provide more information within 24 hours. Here’s the full thread Robot…

Summary of User’s Issue and Solutions Discussed: The main problem reported by the user is difficulty in turning off the Dividend Reinvestment Plan (DRIP) for future equity purchases, despite following the steps to manage dividends. Fidelity suggested that the issue may occur if the election to have dividends sent to the core was completed after…

Main Problem: The user wants to plot the total performance of funds, including dividends and gains reinvested, to compare with SPY over various time periods, but is unsure how to do this using Fidelity’s Chart+ or ATP charts. Solutions Discussed: Fidelity Chart+ and Active Trader Pro (ATP) can compare securities to indexes and other funds,…

Main Problem: Users are experiencing difficulty with placing complex orders, such as One-Cancels-the-Other (OCO), on the new Trading Dashboard, as it defaults to margin trades instead of cash. Solution 1: Fidelity acknowledged that conditional orders like OCO are not yet available in the Trading Dashboard but are being developed for future release. Solution 2: Users…

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 Inquiry and Solutions: Main Problem: The user wants to know if they need to place two separate orders to set a stop loss for an option that triggers if the option falls by 10%, or if it can be done in one order, and whether this is referred to as a bracket…

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 in the post: Main Problem: The user, Cheese, is unable to access any of the platforms. Suggested Solution: Fidelity’s representative, Sean, advised Cheese to contact their Technical Support team for troubleshooting assistance. Contact Information: Support representatives are available Monday through Friday, from 8:30 a.m. to…

Summary of User’s Concerns and Solutions Discussed: The main problem reported is that Fidelity routes international trade orders to third parties, which poses a significant risk for the user who trades large share sizes in Asian markets. A possible solution mentioned is that Fidelity may offer special routing for international trades, albeit with a commission…

Summary of the User’s Problem and Solutions Discussed: The main problem reported by the user is the lack of accurate and live level 2 market data for foreign stocks on Active Trader Pro (ATP), specifically for stocks like Nintendo listed on the Tokyo Stock Exchange (TSE) and DBS Bank on SGX. Fidelity’s response indicates that…

Main Problem: The user, Cheese, is concerned about a drastic change in cost basis (CB) displayed in ActiveTrader Pro after selling 5 contracts with the highest CB and is seeking clarification on whether this is a glitch or a regulatory issue. Solution: Fidelity’s representative, Shea, explains that the change may relate to wash sale rules,…

Here’s a summary of the main problem and the solutions discussed: Main Problem: The user, Dew, is experiencing discrepancies between the delta values shown on the option chain and those on the profitability calculator, leading to confusion about which source to trust. Solution Suggested: Contact the Active Trader Service team for assistance, as they are…

Summary of User’s Report and Solutions Discussed: The main problem reported by the user, Ashpenaz, is confusion about which balance represents “Available to Withdraw (Cash and borrowing on margin)” in the margin calculator, and why this balance is not included in the calculator. Fidelity representative explained that “Cash and borrowing on margin” refers to funds…