Find solutions for common issues with the Fidelity Mobile App, including troubleshooting login errors, app performance, transaction problems, and feature navigation for seamless account management on the go.
Here’s a summary of the main problem and solutions discussed: Main Problem: The user is seeking guidance on how to submit documents, specifically a photo ID, for a youth account using a mobile device. Solution: If using the Fidelity Youth app, the user should look for a banner on the Home page to upload documents….
Main Problem: The user wants to check gains and losses for VOO over different timeframes (days, months, years) instead of just the current figures. Solution 1: Users can view daily gain and loss percentages on Fidelity.com by using the Chart + feature on the Research page, selecting the desired timeframe, and switching to “Table View”…
Here’s a summary of the main issues and solutions discussed in the post: Main Problem: The user is experiencing persistent issues with the Fidelity app, which has escalated to account restrictions preventing them from making trades. The user confirmed that their app and device are up to date, but reinstalling the app did not resolve…
Here’s a summary of the main problem and solutions discussed: Problem: The user, Cheez, had a check with their name misspelled by one letter and was unsure if they could deposit it digitally. Solution: It was advised that the name on the check generally needs to match the name on file completely, and depositing a…
Here’s a summary of the issues and solutions discussed in the content: Main Problem: The user reported a $10 deduction from their balance that appears to be incorrect, and they were charged twice for a transaction. Solution Suggested: The user was advised to contact the debit card service team to review the charge, with the…
Summary of User’s Issue and Solutions Provided: The main problem reported by the user is that the Fidelity mobile app is displaying “We were unable to load the content.” for several sections including Earnings, Key Stats, Ownership, Analyst Ratings, and the Profile section. Suggested troubleshooting steps include: Close and relaunch the app. Shut down and…
Summary of User’s Inquiry and Solutions: Main Problem: The user is inquiring about how to link a Youth Account for funding purposes. Solution 1: Parents can fund the Youth Account through check deposits, eligible payment apps, or transfers from linked Fidelity accounts. Solution 2: Ensure the Youth Account is properly set up and linked; the…
Summary of User’s Issue and Solutions Discussed: The main problem reported is confusion about how to add funds to a Fidelity account using PayPal, as the user is unable to send money to themselves. Fidelity representatives advised the user to add their Fidelity account using account and routing numbers in PayPal, then initiate a transfer…
Here’s a summary of the main issue and solutions discussed: Main Problem: The user, N₿Aneil, is unable to find the option for creating recurring purchases for ETFs in the Fidelity app, despite being able to do so on the website. Solution Provided: FidelityCaitlin confirmed that recurring investments can be established in the app by tapping…
Here’s a summary of the user’s reported problem and the solutions discussed: Main Problem: The user maxed out their Roth IRA for 2024 while ineligible and requested a Return of Excess, but their Traditional IRA contribution tracker still shows the 2024 contributions maxed out. Solution 1: The contribution tracker will not update after a Return…
Main Problem: Dagan White is unable to add a leg to an existing long call to create a bull spread using the Fidelity mobile app, and the app does not recognize the long call as collateral. Solutions Discussed: Currently, there is no option to add a leg on the Fidelity mobile app, but the feedback…
Main Problem: The user is confused about whether extended hours trading is available for minor accounts and is unclear about receiving a warning regarding a Good Faith Violation when placing trades. Solution for Extended Hours Trading: Fidelity confirmed that extended hours trading is not available for Fidelity Youth accounts. Explanation of Good Faith Violation: The…
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…
Summary of User’s Problem and Solutions: The user, jimbo, faced difficulties opening a brokerage account with Fidelity due to complications with identity verification linked to their existing work 401k account, leading to a requirement for physical verification at a branch. Fidelity suggested that if online verification fails, the user could complete a paper application with…
Here’s a summary of the main problem and the solutions discussed: Main Problem: The user is unsure whether to select “checking account” or “savings account” when linking their Fidelity Youth Account to PayPal. Solution: It is recommended to select “checking” as the account type when linking the Fidelity Youth Account to PayPal. Additional Note: Users…
Main Problem: The user is unable to add any accounts (bank, Venmo, etc.) due to an error code stating “something went wrong.” Suggested Solutions: Clear your browser’s cookies and cache. Try using a different browser or device. Ensure that your browser and device are updated to the latest versions. If issues persist, contact the tech…
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 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…
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…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user, Zucce05, is frustrated with the Fidelity Mobile App displaying a cluttered list of all accounts, including inactive accounts and stock plans that they want to hide for a cleaner view. Solution for Most Accounts: Zucce05 can hide most…