Access solutions to Fidelity Active Trader Pro issues, with guidance on features, setup, and performance optimizations for active trading.
Summary of User’s Concern and Solutions Offered: The main problem reported by the user is the need for professional advice on a risky trading strategy, specifically seeking answers to questions that are not easily found online. One solution offered is to participate in coaching sessions available through Fidelity’s Trading Strategy Desk, which are free and…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user wants to know if there is a way to see margin requirements for stocks and ETFs directly in the portfolio overview, watchlists, or research & quotes, instead of only through the margin calculator in a pop-out window. Solution…
Summary: The main problem reported by the user is the need for guidance in reading the market and short-term trading as they have just started investing. Fidelity suggests utilizing their online courses hosted by the Trading Strategy Desk, which cover various trading topics and allow for interaction with experienced members. Users are encouraged to explore…
Summary: The main problem reported by the user is confusion regarding the settlement period for options trading and how it relates to the balances shown in Active Trader Pro. Fidelity confirms that the correct settlement period for options is trade date plus one business day (T+1). The user is advised to refresh Active Trader Pro…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user, Catnap, is experiencing an issue where Active Trader Pro (ATP) does not open on their iMac, even after restarting the computer. Solution Provided: Fidelity representatives suggested that Catnap contact their Technical Support team for further troubleshooting assistance. Contact…
Here’s a summary of the user’s main problem and the solutions discussed: Main Problem: The user is unsure if they can sell a call option during extended hours trading, as their trading platform only shows the price at the day’s close. Solution by Baba: Some options can be traded until 4:15 PM, but options trading…
Summary of User’s Issue and Solutions: The user is unable to open the Active Trader Pro (ATP) application after restarting their Mac and deleting the app. To resolve the issue, the user is advised to perform a complete uninstall of ATP and then reinstall it. Steps for uninstallation include deleting the ATP folder from the…
Summary: The main problem reported is the complexity of wash sales and their tax implications for traders, particularly regarding the realization of losses and subsequent purchases of substantially identical securities. To understand wash sales, users are advised to review IRS definitions and rules, including the permanent adjustment of cost basis for purchased shares when a…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user is concerned about potentially receiving a margin call when trading options and whether they would have enough time to exercise shares and fill a short position before liquidation occurs. Solution Discussed: Fidelity representatives advised that margin calls have…
Main Problem: DrahacikFM expresses frustration with Fidelity’s restrictions on SPX options trading, noting limited trading hours and specific prohibitions that hinder experienced traders. Discussed Solutions: Fidelity offers trading for SPX options during pre-market hours (7:00 a.m. to 9:15 a.m. ET) and normal market hours (9:30 a.m. to 4:15 p.m. ET), but not during after-market sessions….
Summary of the user’s inquiry and response: Main Problem: The user wants to know if they can enter OCO (one-cancels-the-other) and OTOCO (one-triggers-a-one-cancels-the-other) orders using the Fidelity mobile app. Solution: Conditional orders like OCO and OTOCO are only available on Fidelity.com and Active Trader Pro, not in the mobile app. Steps to Place Conditional Orders:…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user is confusion regarding a $15K Uncollected Deposit from a $20K deposit, which is restricting their available cash and not clearly displayed in the Fidelity interface. Fidelity informed the user that certain deposit methods have a collection period, typically taking 2 to…
Summary of the User’s Concern and Solutions Discussed: Main Problem: The user is unable to find updated reports on stock research firms on Fidelity.com, as the existing reports are outdated (from 2022). Discussed Solutions: Fidelity’s representative acknowledged the issue and mentioned that there are currently no plans to update the information in the new experience,…
Summary: The main problem reported by the user, StonkZ, is how to determine if the version of Active Trader Pro they have installed is the latest version. FidelityLinsey provided a link to find the current version of Active Trader Pro. FidelityShawn advised StonkZ to check the version by clicking “Help” and then “About Active Trader…
Summary of User’s Concern and Solutions Discussed: The main problem reported by the user, JayG, is the observation that the number of shares shown in bid/ask stock summaries is often disproportionately small, typically less than 15 shares, and sometimes as low as one share. Fidelity representatives suggested that the numbers displayed (bid or ask size)…
Summary of User’s Issues and Solutions: Main Problem: The user is unable to place options orders at 8:30 AM CST, experiences slow performance on the options page, and faces issues with market orders not processing properly. Solution for Order Timing: The user should be aware that options trading is available during regular trading hours (9:30…