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 issue and solutions discussed: Main Problem: Ryan is unable to deposit a check through his youth account and is receiving a message stating that none of his accounts are eligible to receive deposits by check. Solution Suggestion 1: Check for software updates on the phone and remove/reinstall the Fidelity…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user, sea, wanted to know how to view the full view on the Fidelity iOS app. Solution: FidelityLinsey informed the user that the Full View and planning tools are related, and that information from Full View can be accessed…
Summary of User’s Concerns and Solutions: Main Problem: The user needs to fund their individual brokerage account but is confused because the account is labeled as the funding account for their crypto account, and they want to short-sell Boeing quickly. Solution: To short-sell, the user must enable the margin feature on their brokerage account, which…
Summary of User Post and Responses: The main problem reported by the user is the inability to deposit cash directly into their Fidelity account using an ATM. Currently, Fidelity does not offer a method for depositing physical cash into accounts. The user can make deposits through bank transfers or by depositing checks. Using mobile payment…
Summary of User Issue and Solutions Discussed: The user, cgc4200, is experiencing issues when trying to purchase the Fidelity Wise Origin® Bitcoin Fund (FBTC) in a rollover IRA, as the option does not appear in the app. Fidelity representatives clarified that FBTC can be purchased through accounts that can buy securities, including tax-advantaged accounts, but…
Here’s a summary of the main problem and the solution discussed: Main Problem: The user faced difficulty adding card information through the Fidelity website. Solution: The issue was resolved by attempting to add the card information through the Fidelity app instead. Here’s the full thread FidelityLinsey 01/31/2024 at 08:28:32 PST Are you trying to add…
Summary of User’s Issue and Solutions: The main problem reported by the user is difficulty logging into their Fidelity account, as they are repeatedly kicked out with an error message. Solutions discussed include: Delete the web browser cache and cookies. Try using an alternate web browser. If the issue persists, perform a power cycle of…
Summary of User Issues and Solutions: Main Problem: El Mencho is having trouble logging into the real Fidelity app after turning 18 and trying to switch from a youth account to a regular account. Fidelity representatives confirmed that users should be prompted to update their account upon turning 18 and provided a link to the…
Summary of the user inquiry and solutions provided: Main Problem: The user, carsoultimat, wants to know if it is possible to transfer money directly from Venmo into a Fidelity account. Fidelity representatives confirmed that transferring money to and from Venmo accounts is possible. To set up the transfer, the user was directed to follow specific…
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…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user is seeking ways for their teen to transfer money out of their account. Solution 1: The teen can transfer funds between their Fidelity Youth account and a linked bank account. Solution 2: They can use a linked debit…
Here’s a summary of the main problem and solutions discussed: Main Problem: The user, Chris Short, is facing issues with a missing data on their 1099-B, particularly regarding state/federal tax withholdings and cost basis, which complicates their tax preparation. Solution Options Discussed: Contacting Fidelity for assistance and waiting for their response. Manually gathering necessary transaction…
Here’s a summary of the main issue and solutions discussed in the conversation: Main Problem: The user, Dan, is seeking ways to deposit money into his account without having a bank account. ATM Deposits: Dan can only use an ATM to deposit money into his account since he does not have an active bank account….
Summary of User Problem and Solutions Discussed: The main problem reported by the user, Harpin, is the inability to view current auctions or purchase fixed income investments, like treasuries, through the Fidelity mobile app. Fidelity representatives clarified that currently only Certificates of Deposit (CDs) can be traded through the mobile app, while other fixed income…
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 Inquiry and Solutions: Main Problem: The user, Lyr1ca, inquired about how to obtain their physical debit card for a Fidelity Youth account and whether it would be mailed automatically. Solution: Fidelity confirmed that a debit card is automatically created and mailed after the user accepts the final Youth Account agreement. Timeline: The…
Summary of User Issue and Solutions: The main problem reported by the user is that their watch list in the Fidelity app has disappeared or been deleted. Fidelity acknowledged the issue and is working to resolve it. As a temporary solution, users are advised to log out and back into the app, and avoid using…
Summary of User’s Issue and Solutions Discussed: The main problem reported is that the user is unable to re-enable Face ID for logging into the Fidelity Investments mobile app, as it now requires a password and 2FA verification each time. Suggested solutions included: Log in manually and disable biometrics under “General settings.” Uninstall all Fidelity…
Here’s a summary of the main problem reported by the user and the solutions discussed: Main Problem: Users are experiencing issues with a new design of the Fidelity mobile app that is perceived as less user-friendly, with worse aesthetics and increased navigation complexity. Concerns: Users worry that they may be forced to adapt to ongoing…
Main Problem: The user, Panda, is experiencing repeated failures when trying to access their Youth Account, encountering an error message stating “something went wrong” on both the website and the mobile app. Recommended Solutions: Try completing the sign-up process on the mobile app if the website is not working. If the issue persists, contact a…