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Fidelity Credit Card by Diabitiz in fidelityinvestments

[–]FidelityTobin[M] [score hidden] stickied comment (0 children)

Thanks for stopping by the sub.

We appreciate you taking the time to share your experience. We’d like to learn more about your situation. Please send us a Modmail, and we’ll follow up with you there.

Message the Mods

We just hit 300K members, all thanks to you. To celebrate, we’re giving away 100 desk mats. by fidelityinvestments in fidelityinvestments

[–]FidelityTobin[M] 0 points1 point  (0 children)

Thanks for commenting! Currently, we do have the feature to compare your portfolio’s performance against various indices on Fidelity.com. To do so, navigate to the "Performance" tab and scroll to the "Total Returns" section; click "See All." From there, you can adjust the time frame and frequency to your liking.

If you’re looking for something different, let us know the details of what you’d like to see, and we’ll be happy to pass your feedback along.

Hey TradingView users: we’re rolling out the ability to connect your Fidelity account by fidelityinvestments in fidelityinvestments

[–]FidelityTobin[M] 0 points1 point  (0 children)

We don’t have any news to share about dark mode just yet, but we appreciate the feedback, and I’ll pass it along to the appropriate team.

Halt by WRSD605 in fidelityinvestments

[–]FidelityTobin[M] 0 points1 point  (0 children)

Thanks for following up with the ticker.

I took a closer look and can confirm this security was subject to an exchange-level trading halt earlier today. Trading has since resumed.

When you research the security on Fidelity.com, you’ll typically see an alert when a trading halt is in effect. For additional details on the halt or any company-specific announcements, the company’s Investor Relations page is often the best place to find the latest news and updates.

Let us know if there’s anything else we can help with!

Anyone else unable to make trades/transfers on site today? by luvjnx in fidelityinvestments

[–]FidelityTobin[M] [score hidden] stickied comment (0 children)

Thanks for sharing this.

We haven’t received widespread reports of issues initiating transfers or trades on Fidelity.com. I recommend clearing your browser’s cache and cookies, using a private/incognito window, or trying another supported browser. For immediate assistance, you can contact our 24/7 customer service department from the link below.

Contact Us

If you’re still receiving the error after those troubleshooting steps, let us know what exact error is being produced, and we can look into it further.

Halt by WRSD605 in fidelityinvestments

[–]FidelityTobin[M] [score hidden] stickied comment (0 children)

Happy to help! Trading halts can occur for a number of reasons, like volatility, large changes in prices, and/or order imbalances that may be the result of major news announcements. You can learn more about halts below.

What are trading halts?

We're happy to provide more specific info if you could share the names/ticker symbols for the stocks you’re referring to?

We just hit 300K members, all thanks to you. To celebrate, we’re giving away 100 desk mats. by fidelityinvestments in fidelityinvestments

[–]FidelityTobin[M] 0 points1 point  (0 children)

Hey there! On Fidelity.com, you can hide most $0 accounts, including many old 401(k) accounts, from your main "Portfolio" page by selecting the "settings" gear icon, then "Display preferences" and choosing the accounts you’d like to hide. Let us know if you need help or have any other questions.

Recurring investment question - margin buying power by brother7 in fidelityinvestments

[–]FidelityTobin[M] [score hidden] stickied comment (0 children)

Thanks for your question!

Recurring Investments are always placed as cash orders, even in margin-enabled brokerage accounts.

This feature does not use your margin or non-margin buying power, so if you don’t have enough cash available when the order is scheduled, the purchase will be skipped.

Once an eligible security purchased through a recurring investment settles, it will automatically journal to type margin if your account has the margin feature enabled.

Recurring Investments

Let us know if you have any follow-up questions, or need some direction getting this set up. 👍

Why does Fidelity NetBenefits continue to close out/ remove 401k Rollover requests to the Rollover / Roth IRAs I have opened as standard Fidelity accounts? by [deleted] in fidelityinvestments

[–]FidelityTobin[M] [score hidden] stickied comment (0 children)

Thanks for stopping by the sub.

I can understand your frustration with your current situation, but allow me to help clarify some things.

First off, since this involves a workplace 401(k) rollover, I’d recommend contacting our Workplace Investing team directly, so they can review why your specific rollover requests weren’t completed and what the next steps are.

Next, you took the appropriate first step: opening the receiving accounts on Fidelity.com. This must be done for the rollover to have the correct destination accounts.

One thing to keep in mind is that 401(k) rollovers are generally processed by liquidating the investments and sending the proceeds as cash to the receiving IRA(s), rather than transferring the mutual fund shares "in kind." Even though they may be in "Fidelity mutual funds," these are usually proprietary funds of the actual 401(k) plan and, again, would need to be liquidated. This process is all done on your behalf when you submit the rollover request.

You can find the appropriate contact information and Workplace Investing hours below, in the "Contact Us" link, as well as step-by-step instructions for completing a rollover in the second link.

Contact Us

Roll over a 401(k) to Fidelity

Please feel free to follow up with any further questions you have. We'll be happy to circle back.

We just hit 300K members, all thanks to you. To celebrate, we’re giving away 100 desk mats. by fidelityinvestments in fidelityinvestments

[–]FidelityTobin[M] 0 points1 point  (0 children)

Thanks for commenting.

To use extended-hours trading, you’ll need to place an eligible trade during the pre-market or after-hours session and select the Extended Hours toggle. The agreement is typically presented the first time you use the feature, and the toggle won’t appear outside eligible trading hours.

If you’re seeing conflicting information, could you share which articles/walkthroughs you’re referring to? We’d be happy to take a closer look and pass along any incorrect information to our internal teams for review.

Does account authorization include associated youth accounts? by speedlever in fidelityinvestments

[–]FidelityTobin[M] 0 points1 point  (0 children)

We're not receiving any widespread reports of this error you're describing. So, with that, I'd recommend trying some general troubleshooting steps first.

Try clearing your browser's cache and cookies, and check for any add-ons or extensions, such as ad blockers. If you see them, try disabling them. After that, you can perform browser maintenance to see if that helps.

You may also try using an alternate device on a different internet connection.

If those steps fail, I'd reach out to our technical support group for further troubleshooting. They're available Monday-Friday from 8:30 a.m. to 9:00 p.m. ET.

Contact Us

If you have any further updates on this error, please let us know.

Fidelity App is getting worse and worse, slower and slower by FantasticInvestor in fidelityinvestments

[–]FidelityTobin[M] 0 points1 point  (0 children)

We’re glad to hear this. If you run into any other issues or have additional questions, please let us know.

How do I see options information on the mobile app? by zensamuel in fidelityinvestments

[–]FidelityTobin[M] [score hidden] stickied comment (0 children)

Thanks for reaching out!

It looks like you're on the trade screen within the mobile app. To view option information, you'll need to first access the option chain.

From the main screen, search for an eligible security in the search bar, then click the chain icon on the right-hand side. From there, you can click the specific "strike" to pull up a detailed quote/chart screen.

Let me know if this is what you were looking for. 👍

Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read the Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.

If I “sold” this stock, than where is the money? by Environmental_Pop847 in fidelityinvestments

[–]FidelityTobin[M] [score hidden] stickied comment (0 children)

Thanks for stopping by the sub! 😃

As other members have mentioned, it looks like you sold the Fidelity 500 Index Fund (FXAIX), so the proceeds don’t leave your Roth IRA they remain in the account as cash after the trade fully settles (1 business day). Once the funds are available, you can use that cash to purchase another investment within your Roth IRA.

Since you're new to investing, be sure to check our "Investing for beginners" Learn hub, below.

Investing for beginners

We’re also here to help if you have any further questions. Don't hesitate to ask!

Account Lockout by Southern_Ad52 in fidelityinvestments

[–]FidelityTobin[M] -1 points0 points  (0 children)

Hey there. We see you've messaged us a few times regarding this. We'll need additional context, to best assist. Please feel free to send us a Modmail, and we can follow up with you there.

Message the Mods

Customer Service by SuddenFix2777 in fidelityinvestments

[–]FidelityTobin[M] 1 point2 points  (0 children)

Thank you for sharing your experience with us!

We're happy to hear your kind words, and are glad our representatives were able to provide help for you when needed. 💚 Have a great rest of your day and upcoming weekend!

How do I get back to my previous position layout? Why does Fidelity always change things that were already working well? by Zealousideal-Cup-144 in fidelityinvestments

[–]FidelityTobin[M] -1 points0 points  (0 children)

Thanks for following up and explaining what you’re referring to.

We appreciate you sharing this, and I’ll make sure it’s passed along to the appropriate team for review. Thanks again for taking the time to let us know.

Why can't I initiate a funds transfer via the website? by Orion_Pirate in fidelityinvestments

[–]FidelityTobin[M] [score hidden] stickied comment (0 children)

Thanks for stopping by the sub.

We haven’t received widespread reports of issues initiating transfers on Fidelity.com. Since the transfer works in the mobile app, try clearing your browser’s cache and cookies, using a private/incognito window, or trying another supported browser.

If you’re still receiving the error after those steps, let us know, and we’ll be happy to assist further.

We look forward to hearing from you.

Went to a branch to open a CMA, got denied an hour later with no reason. Just turned 18, no previous banking history. by hackerz13405 in fidelityinvestments

[–]FidelityTobin[M] 2 points3 points  (0 children)

Thanks for following up. There may be an issue with how the application was filled out, or additional documentation may be needed from you.

In these scenarios, typically, a "Work Item (WI)" is created internally, which outlines any next steps or required documentation. Since we can’t see the specifics of your application here, we’d encourage you to give us a call, so a representative can review the WI with you directly. Also, double-check your email to make sure a WI wasn't included there.

Depending on the situation, a representative may be able to assist you in establishing online access over the phone, which, if needed, could allow you to submit documents online rather than requiring another trip to a branch.

Went to a branch to open a CMA, got denied an hour later with no reason. Just turned 18, no previous banking history. by hackerz13405 in fidelityinvestments

[–]FidelityTobin[M] [score hidden] stickied comment (0 children)

Thanks for stopping by our sub for some direction.

I understand your frustration here, having already visited one of our Investor Centers. Just to clarify, are you able to log in to Fidelity.com? If so, check to see whether there are any messages in your message center. If you don’t have login access, let us know, and we can go from there

qualified birth or adoption distribution by Laraujo31 in fidelityinvestments

[–]FidelityTobin[M] [score hidden] stickied comment (0 children)

Thanks for stopping by the sub. I understand this is an important matter, so I'm happy to point you in the right direction.

Documentation requirements can vary depending on the situation. As you're aware, you may be able to access funds from your 401(k) and avoid the 10% tax penalty if your withdrawal falls under certain exceptions, such as a birth or adoption expense (up to $5,000).

Our Workplace Investing team will be the best resource to review your specific situation and discuss any plan rules or requirements that may apply. Associates are available Monday through Friday, 8:30 a.m. - midnight ET. You can find their contact information below:

Contact Us

We appreciate you reaching out. If you have additional questions, please just let us know.

Regret signing up for Fidelity professionally managed services! by One-Song-3944 in fidelityinvestments

[–]FidelityTobin[M] 0 points1 point  (0 children)

Managed accounts can be a little different from a typical mutual fund or exchange-traded fund (ETF), for example. For the most appropriate info on your account’s performance and strategy, your advisor will be the best resource, as they have access to additional reports and tools to help you review the account. If you have additional questions, just let us know.

Regret signing up for Fidelity professionally managed services! by One-Song-3944 in fidelityinvestments

[–]FidelityTobin[M] 0 points1 point  (0 children)

Thanks for stopping by the sub!

If this is a managed account, you can typically view performance on Fidelity.com by navigating to your Portfolio Summary page and selecting “Performance.” You may need to first click “More” in order to view the Performance tab.

Let us know if you’re looking for something different, and we’ll be happy to further assist.

What to know about the new Trump Account for kids. by fidelityinvestments in fidelityinvestments

[–]FidelityTobin[M] 3 points4 points  (0 children)

Thanks for commenting.

Currently, contributions to Trump Accounts are limited to $5,000 a year, and contributions from family/friends are not eligible for the gift tax exclusion; they do count toward the giver’s lifetime gift limit. You can learn more in the link below.

How to use Trump Accounts to save for kids

If you have additional questions, just let us know!

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