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.
Summary of User’s Problem and Solutions Discussed: The user reported that their deposited check went into their investments value instead of their cash balance. One suggested solution is to wait approximately 3 days for the check to be processed. Fidelity mentioned that checks deposited through the Mobile Check Deposit feature take 2-6 business days to…
Here’s a summary of the main problem reported and the solutions discussed: Main Problem: The user deposited a check, but instead of the funds going into their cash balance, they appeared as available to invest. Wait for Settlement: It is suggested to wait approximately 3-5 days for the deposited check to fully settle and for…
Summary of User Inquiry and Solutions: The user, JohnnyMcJohnFace, is inquiring about the average time it takes for mobile check deposits to settle and become available for withdrawal in a Fidelity Youth Account. Noah Werden suggests that check deposits typically take between 2-7 days to settle after the funds appear in the account. FidelityShawn confirms…
Main Problem: The user is unable to deposit paper money into their Fidelity Youth account, with multiple attempts at ATMs resulting in transaction denials. Solutions Discussed: Physical cash cannot be deposited directly into brokerage accounts at Fidelity ATMs or branches. Parents or guardians can transfer funds from their Fidelity accounts to the teen’s account. Deposits…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user, Carson, is confused about seeing “UMB, NA” instead of “Fidelity” when connecting cash management to PayPal. Solution Provided: Noah Werden mentions that it’s possible to connect a Fidelity account to various payment platforms, including PayPal, and refers to…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user is that after depositing a check, it does not appear in their transaction history the next day. A representative from Fidelity acknowledges the issue and seeks clarification on whether the user is referring to the mobile check deposit showing in the…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user wants to know if they can move securities between their Fidel Brokerage account and their Fidel Roth IRA without selling and rebuying the securities. Solution: The IRS guidelines state that contributions to retirement accounts, including Roth IRAs, must…
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 User’s Issue and Solutions Discussed: Main Problem: The user is unable to enter the full deposit amount when trying to link a new bank account on their youth account, as it only allows them to type two numbers. Solution Steps Provided: Fidelity suggested following specific steps on their website to link a bank…
Summary of the conversation: Main Problem: Noah Werden inquired about the implications of selling an ETF that is part of a Fidelity Basket Portfolio. Solution: Selling a single position from the basket will only remove that specific ETF from the basket without affecting any other positions. Additional Information: Users can manage their baskets through the…
Summary of User’s Problem and Solutions: The main problem reported by the user is the uncertainty about transferring money from a Fidelity Investments account to a PayPal account. One suggested solution is to transfer funds directly using PayPal details after linking the accounts. Fidelity’s representative outlined two methods for linking the Fidelity account to PayPal:…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user, Carro, is that they have not received their debit card over a month after opening their account. Noah suggests checking the Fidelity app to see if the card number is visible, which indicates the card has shipped. If it appears to…
Summary of Issues and Solutions Reported: Main Problem: The user experiences issues with the Exit Strategy workflow, specifically that the mobile app does not allow input of fractional shares for stop loss orders, and the total account value in ATP does not reflect accurate amounts after selling shares. Proposed Solution: The user suggests allowing the…
Summary of User’s Issue and Solutions Discussed: The user, The_Great_K, reported that their debit card was declined when they tried to use it for the first time, and they discovered that their Fidelity Youth account indicates they do not own a debit card. One suggested solution was to try activating the card using the instructions…
Summary of User Report and Solutions: The main problem reported by the user is the lack of effective resolution to issues raised in the web and smartphone experiences with Fidelity, leading to frustration over unaddressed feedback. Fidelity acknowledges the feedback and submits it to their product developers for review, though they cannot guarantee that every…
Main Problem: The user is experiencing difficulties with the Transfer of Assets (TOA) process from Vanguard to Fidelity, specifically encountering a loading issue when trying to submit the transfer online. Solutions Discussed: Fidelity suggested troubleshooting the issue by clearing cache and cookies or trying a different browser or device. If the issue persists, the user…
Here’s a summary of the main problem and the solutions discussed: Main Problem: The user, eli, is unable to trade after enabling margin, as their buying power (BP) shows $0 across all accounts, despite having funds available in their cash account. Solution 1: Customer support suggested clicking on “cash order” instead of “type margin,” which…
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…
Summary of User Concerns and Solutions: The main problem reported by the user is being unable to log into Fidelity due to a missing Google Authenticator code. A suggested solution is to swipe down from the top of the device to access the notification center and retrieve the 2FA code without closing the app. If…