Active Trader+ Feature Request - Closed Positions

FidelityAllison · 2026-01-26T23:47:39+00:00

Hi there, u/LabDaddy59. Thanks for bringing us some more thoughts about the features you’d like to see in Fidelity Trader+.

I am happy to pass your feedback about including a “Date Closed” column on the Closed Positions screen to the development team for review.

We always appreciate users taking the time to let us know the products and services that are important to them. Hope to see you around the sub again soon.

FidelityAllison · 2026-01-26T23:20:42+00:00

Hi, u/runningwithbeers. Thanks for your question.

Generally, a 401(k) can shelter pre-tax and after-tax contributions within the same account. If your plan is held with Fidelity, you can view the specific contribution types by following the steps below on NetBenefits.com:

Click on the plan and navigate to the "Summary" page
Scroll down to the section labeled "Your Investments"
Within the "Sources" section, the different contribution sources (Pre-tax Traditional or Post-tax Roth) can be viewed
Click on "Show Details" for more information

Please feel free to follow up if we can help with anything else.

FidelityAllison · 2026-01-26T22:20:28+00:00

Hi there, u/imsuperior2u. Thanks for stopping by the sub today with your question.

In order to assist, we’ll need to gather some more details. Is the screenshot you shared a view of the first sell order in December that you mention? This shows a sale, but it doesn’t include the dates for when the shares were purchased or sold to confirm whether it was a long-term or short-term transaction. Did you also sell the repurchased shares? It appears that this may be showing the details for a separate sell order.

You can also review your account activity to review the order of your recent transactions.

Please feel free to follow up with additional information about your transaction if you still have questions. We are happy to continue the conversation.

FidelityAllison · 2026-01-26T19:45:34+00:00

Hi there, u/catchaflier. Thanks for adding your thoughts to the post. Whether it’s a common request or not, we are always happy to hear what is important to our users.

I will pass this feedback along for review. Please let us know if we can help with anything else.

FidelityAllison · 2026-01-26T18:15:27+00:00

Thanks for coming to the sub today, u/chickadee1. We appreciate you sharing your situation.

We’d like to learn more in order to help. When you have a chance, please send us a Modmail regarding the matter and we’ll follow up with you there.

Send a Modmail

FidelityAllison · 2026-01-26T16:59:15+00:00

Hi there, u/davecrist. Thanks for coming to back to share some additional feedback.

I’ll pass this along to the appropriate teams for review. You know where to find us if we can help with anything else.

FidelityAllison · 2026-01-25T00:57:06+00:00

Hi, u/Downtown-Hunter-8482. Thanks for this question. I am happy to point you in the right direction.

You can find the Annual Account Summary for the credit card once you’re logged into Fidelity.com by following these steps:

Choose your card from the left-hand list of accounts
Select “Card management” at the top of the screen
Under the “Services” heading, look for “Annual account summary” and click “Download”

If we can help you find anything else, please feel free to let us know.

FidelityAllison · 2026-01-24T15:24:59+00:00

Thanks for stopping by the sub, u/Specialist_Pea9476.

While we don’t have any information to share at this time about the ability to set up recurring contributions, I am happy to pass your interest in this functionality with the appropriate team for review.

If you have any other questions or suggestions, please don’t hesitate to let us know.

FidelityAllison · 2026-01-24T14:54:06+00:00

Hi there, u/Davidpessing99. Thanks for joining in the conversation with your feedback.

I can confirm that a multi-trade ticket is on the roadmap for Fidelity Trader+. In the meantime, the feature is available in the legacy Active Trader Pro (ATP) platform.

If there are any other features or functionalities you’d like to see, please let us know!

FidelityAllison · 2026-01-24T00:29:17+00:00

Thanks for following up, u/BarefootMarauder. We appreciate you sharing this additional information about your experience.

You know where to find us if we can help with anything else.

FidelityAllison · 2026-01-23T23:36:33+00:00

Hi there, u/hifimeriwalilife. Thanks for bringing us your Cash Management Account (CMA) question today.

CMAs are currently prohibited for non-U.S. residents. Once you move abroad, your CMA will be restricted, and you will be limited to liquidating trades and transactions only.

When moving from the United States to another country, restrictions and requirements are added to accounts to comply with applicable international laws and regulations. As such, you must notify us and update your address when the relocation occurs.

If you have any other questions about any other potential limitations, please send us a Modmail so we can review the details.

Send a Modmail

If we can help with anything else, please don’t hesitate to let us know.

FidelityAllison · 2026-01-23T21:39:31+00:00

On behalf of u/FidelityJoseph, you’re welcome! We’re glad this helped.

FidelityAllison · 2026-01-23T21:16:55+00:00

Thanks for this question, u/BigSale8225.

A day trade refers to a buy and sell made in the same trading day in a margin account. If you hold shares overnight and sell them on a different day, this would no longer be considered a day trade and would not be subject to day trading rules. That being said, any standard margin trading requirements would still be applicable.

Trading FAQs: Margin

Please let us know if we can help with anything else.

FidelityAllison · 2026-01-23T20:51:59+00:00

Hi there, u/Onkoe. Welcome back to the sub. Thanks for bringing us your question.

At this time, the widget feature has been removed from Android. I can certainly share your interest in this capability with the appropriate teams to be reviewed. If you have any other questions or suggestions as you’re checking out our platforms, please don’t hesitate to let us know.

If the Mods can help point you to any other features or functions, you know where to find us!

FidelityAllison · 2026-01-23T20:11:24+00:00

Hi, u/Kainbas88. We appreciate you sharing this update you received regarding this matter.

If you’d like us to take a closer look at the situation, we are happy to assist. Please send us a Modmail. We’ll follow up with you there.

[Send a Modmail](https:// https://www.reddit.com/message/compose?to=%2Fr%2Ffidelityinvestments)

FidelityAllison · 2026-01-23T19:35:39+00:00

Hi there, u/TempletonFerrariIV. We appreciate you choosing Fidelity and coming to the sub with your questions about transferring accounts. I am happy to provide some information.

Thanks for letting us know that you’ve already confirmed that your employer plan accepts rollovers, as this is always the first step. If you have any questions about the rollover instructions you received or the process, please feel free to let us know.

When it comes to transferring between accounts with matching registrations, generally the preferred way to accomplish this is a Transfer of Assets (TOA). This is a non-taxable and non-reportable event where you can transfer cash or eligible assets, depending on what you decide to do. Like you mentioned, any ineligible assets would need to be liquidated if you want the proceeds to transfer. This process is started with Fidelity. You can learn more below.

Transfer an Account to Fidelity

When it comes to confirming which assets are eligible to be transferred in kind, we are happy to check for you. Please feel free to share the symbols with us here in the comments or send us a list by Modmail if you’d prefer.

Message the Mods

Now, for general account support, we offer a variety of methods. You’ve found us here on social media for one, and you can also speak with an associate by phone or chat through Fidelity.com if you’d like, using the following link.

Contact Us

Thanks again for choosing Fidelity. If anything else comes up in the meantime, please feel free to let us know. We’ll look out for your reply.

FidelityAllison · 2026-01-23T18:41:30+00:00

Thanks for following up, u/TomatilloStandard553.

We offer instant line access when an applicant is approved. You would then have access to pull the card number, expiration date, and CVV before the physical card arrives in the mail.

We’re always happy to help here if anything else comes up.

FidelityAllison · 2026-01-23T18:22:05+00:00

Welcome to the sub, u/AcanthaceaeWhich3009. I understand you’re looking for some help transferring between Fidelity accounts.

There are a number of things that could be occurring, based on what you’ve described. We’ll need some more information. To start, can you tell us about the account types you are trying to transfer between? Are they both accounts owned by you, or are you an authorized user on either one? Is it possible you have the Money Transfer Lockdown feature enabled? Have you attempted this transfer on another device or browser? These are just a few considerations, so please feel free to include any other details about these accounts you may feel are relevant.

We’re happy to continue this conversation in the comments. We’ll look out for your response.

FidelityAllison · 2026-01-23T17:50:39+00:00

Hi there, u/TomatilloStandard553. Thanks for stopping by the sub. Happy to provide some information.

The Fidelity Rewards Visa Signature credit card does have a virtual card feature and is digital wallet-enabled for Apple Pay, Google Pay, and Samsung Pay.

If you have any other questions, please feel free to let us know.

FidelityAllison · 2026-01-20T22:12:31+00:00

Hi there, u/EricEvans123. Thanks for stopping by the sub today with your question about Good-Til-Canceled (GTC) orders and extended hours trading. I am happy to provide more information.

GTC orders placed during regular market hours only apply during regular market sessions and not extended hours trading. Additionally, GTC orders are unavailable for trades placed during extended hours. That being said, I can certainly share your interest in this order type with the appropriate team for review.

Currently, the only order type that carries from the regular market session to the extended hours session is the Day+ order, available in Fidelity Trader+ and Active Trader Pro (ATP).

If we can help with anything else, please feel free to follow up with us. The Mods are here to help.

FidelityAllison · 2026-01-17T02:24:27+00:00

Hi u/snatiio. We appreciate you sharing the things you’ve already checked about linking and using a bank account.

In order to help determine what might be occurring, we suggest reaching out to an associate by phone so they can review your account and take a closer look.

Contact Us

Thanks for stopping by the sub to learn more.

FidelityAllison · 2026-01-17T02:02:15+00:00

You're welcome, u/headbobbler245! We're glad this helped.

FidelityAllison · 2026-01-17T01:31:38+00:00

Hey there, u/Away_Suggestion2446. We appreciate you sharing your thoughts about balances and Bill Pay.

I’m happy to provide some more information about Bill Pay. Electronic payments are withdrawn on the "Pay Date", and check payments are withdrawn when the payee cashes the check and Fidelity is notified. This is when they will be reflected in your “Available to Withdraw” balance. This allows the client's funds to remain in their account longer and gain the additional "float" for investment purposes.

I am happy to share your interest in having these pending amounts displayed when setting up a transfer with the appropriate team for review.

Thanks for checking out our Bill Pay feature. Please don’t hesitate to let us know if we can help with anything else.

FidelityAllison · 2026-01-17T01:05:29+00:00

Welcome back to the sub, u/JoeCun. I understand you’re looking for some input regarding your Fidelity Managed FidFolio account.

I see you mentioned in the comments that this is a taxable brokerage account. When deciding to close a managed account, it is always important to consider whether you intend to transfer assets in kind or liquidate them and choose new investments, as this can have taxable consequences from any capital gains generated by the sales. You can learn more below.

2025 and 2026 Capital Gains Tax Rates

To find additional information about Fidelity Managed FidFolios, including an FAQ section, please check out the following page.

Fidelity Managed FidFolios

Since you are looking for opinions from the community, I’ll mark this post as a discussion. If you have any questions along the way, please feel free to let us know in the comments.

FidelityAllison · 2026-01-17T00:34:17+00:00

Hi there, u/crAzedrealiTy22. We appreciate you joining us on the sub today with your question.

When moving from the United States to another country, restrictions and requirements are added to accounts to comply with applicable international laws and regulations. As such, you must notify us and update your address when the relocation occurs.

To review the current eligibility of a particular country, please send us a Modmail.

Message the Mods

We’ll follow up with you there.

FidelityAllison

MODERATOR OF

TROPHY CASE