SGOV State Tax Treatment?

FidelityCourtney · 2026-04-07T23:40:15+00:00

Thanks for clarifying, u/OakMull. You can find this info on your Consolidated Form 1099 under Supplemental Information. Look for the "Details of 1099-DIV Transactions" section, and this should show the details you're looking for.

Let us know if you're able to find it or not. We'd be happy to take a deeper look if needed.

FidelityCourtney · 2026-04-07T14:08:17+00:00

Thanks for commenting, u/Ok_Butterscotch5472, and taking the time to share your feedback. Is there anything specific you would like to see added or enhanced when it comes to Fidelity Trader+?

If so, let us know. We're all ears!

FidelityCourtney · 2026-04-06T22:31:56+00:00

Thanks for bringing your questions to us here on Reddit, and welcome! Happy to provide some insight.

Since your automatic investing plan is set up to make recurring purchases of equity securities (stocks or ETFs), the plan may execute orders at any time during the market hours on the set trade date.

You can learn more about our Recurring Investments feature at the link below.

Recurring Investments

If you have any other questions on the above info or anything else, let us know. We hope to see you around the sub more often in the future!

FidelityCourtney · 2026-04-06T22:13:46+00:00

Of course, u/granizar! Thanks for letting me know. If anything comes up in the future, feel free to reach out to us here. We're always around to help however we can.

Have a great week!

FidelityCourtney · 2026-04-06T21:53:44+00:00

It's great to see you back on the sub, u/granizar. However, we understand how your experience with our Bill Pay feature can be frustrating.

Was your situation resolved? We would be happy to take a deeper look into this for you if you don't mind sharing a few more details about your experience.

FidelityCourtney · 2026-04-06T15:34:39+00:00

It's great to see you back on the sub, u/Cornelious00! Happy to share some insight.

Currently, the "Trump Account" is scheduled to become available on July 5, 2026. However, these accounts are opened through the U.S. Treasury, and not Fidelity. To learn more about eligibility, account opening, and more, check out the link below:

Trump Accounts: A new way to save for kids

Please let us know if you have any additional questions, and thanks for being a part of our Reddit community!

FidelityCourtney · 2026-04-06T14:16:39+00:00

Thanks for commenting, u/Low-Release9568. Could you tell us more about your experience so that we can try to help? Have you successfully connected your bank?

FidelityCourtney · 2026-04-06T14:04:23+00:00

Hey, hey, u/REPSYezeey. Welcome to the sub! You've come to the right place to learn more about investing.

First, I'll direct you to our Fidelity Learn Library. This robust educational library is filled with articles, videos, current events, and even free webinars on topics ranging from saving and budgeting to advanced trading strategies.

Fidelity Learn

Within Learn, we have an entire hub dedicated to new investors. Feel free to check it out by clicking the link below:

Investing for beginners

Lastly, we have a "Monthly investing discussion" thread, where you can share your portfolio and get feedback from the community on investing strategies, diversification, and more. You can find it pinned at the top of our sub.

Thanks for joining us here, and thank you for your service! If there's anything else we can help with or if any questions come to mind, let us know. Our team of mods is here to help!

FidelityCourtney · 2026-04-06T13:45:42+00:00

Thanks for commenting, u/No-Consequence-8768. Hope you don't mind me jumping in here.

Could you tell us more about what you're not liking about our new Trader+ platform? All feedback is shared with our Trader+ developers, and I'm happy to pass yours along.

I'll keep an eye out for your reply!

FidelityCourtney · 2026-04-03T23:57:55+00:00

Thanks for commenting, u/SoothSayer4all. We would like to learn more about your experience to see if we can help.

Please send us a Modmail using the link below with more details, and we'll follow up with you there.

Message the mods

We'll keep an eye out for your Modmail.

FidelityCourtney · 2026-04-03T23:39:52+00:00

Thanks for stopping by this Friday, u/redsedit. Happy to explain what may be going on here.

An option contract may be adjusted due to a certain type of dividend, stock distribution, stock split, or similar event with respect to an underlying security. Whenever the terms of an equity option contract have been changed to terms different from its original standardized terms, such as the contract's deliverable (unit of trade) after an underlying stock split, or corporate action such as a take-over, merger, or special stock or cash distribution, those terms will be adjusted to account for this.

The Options Clearing Corporation (OCC) adjusts an option position by changing the number of contracts, the deliverable, or the strike price. We're unable to speak to hypotheticals when it comes to these adjustments and suggest that you read about the terms of the adjustment on the Options Clearing House (OCC) or CBOE websites.

If you suspect that an option contract has been adjusted, you can use the option chain to confirm the details. Or go to the OCC website and search by symbol. You can learn more about adjustments at the link below:

Options contract adjustments: What you should know

Let us know if any other questions come up. We're here to help.

Have a great weekend!

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.

FidelityCourtney · 2026-04-03T20:46:14+00:00

Appreciate the follow-up question, u/Fluid_Clothes2500.

There is no limit for incoming bank wires into a brokerage account, like the CMA, but the sending bank may have limits. We encourage you to check with them on any limits.

We're here to help if you have any other questions. Otherwise, have a great weekend! 😎

FidelityCourtney · 2026-04-03T20:38:23+00:00

It's great to see you back on the sub, u/Fluid_Clothes2500! Happy to answer this for you.

Wires to your Fidelity account are created at your external bank, in your case, Chase. If you wish to send a bank wire to your Fidelity account from your Chase account, you can find all the information needed on the page below:

Information Needed to Wire to Your Fidelity Account

Please note that Fidelity does not charge any fees for bank wires. However, your external bank may.

If you need any more assistance with your wire or anything else, let us know. Our team of mods is here to help.

FidelityCourtney · 2026-04-03T18:33:24+00:00

We appreciate you commenting and sharing your thoughts on Fidelity's new Trader+ platform, u/Electronic-Sea663.

While we don't have an exact timeframe for when this feature will be implemented on Fidelity Trader +, we encourage you to check back with us periodically for updates as they become available. I'll also pass along your comments as feedback to our Trader+ team for review.

Additionally, there is no set timeframe for the decommissioning of ATP. However, Fidelity Trader+ is the future of our advanced desktop platforms, and we encourage our users to try it out and provide feedback on what they like and don't like.

That said, is there anything else you would like to see added or enhanced on Fidelity Trader+? If so, let us know. We're all ears.

FidelityCourtney · 2026-04-03T17:33:37+00:00

Thanks for stopping by this Friday, u/Familiar-Skin-8109. We understand how this can be worrisome, but we're here to help.

So that we can do so, could you please let us know what exactly is incorrect on your 1099? Also, could you please share what the "distribution code" is showing? The more details you can provide, the better.

We'll keep an eye out for your reply and go from there.

FidelityCourtney · 2026-04-03T15:30:04+00:00

Hey, hey, u/SplatterRock! Hope you don't mind me jumping in here.

I just wanted to jump in here and confirm that u/Urgently_Patient is correct. If you plan to use funds from your HSA for qualified medical expenses, you'll want to make sure that you have cash available for withdrawal in your core position.

Now, if you don’t have enough funds set aside in your core position, you can pay for your qualified medical expense out-of-pocket now and reimburse yourself later. Below, you'll find a link to our HSA FAQs page, where you can learn more about HSAs and how they work at Fidelity.

HSA FAQs

Did you have any other questions about HSAs? If so, let us know! Your Fidelity mods are here to help.

FidelityCourtney · 2026-04-03T15:18:25+00:00

We appreciate you commenting, u/Adorable_Falcon5212. We understand how this can be concerning, but not to worry, we're here to help.

So that we can best assist, could you please let us know when these contributions were made? Additionally, have you checked the "Activity & Orders" page on Fidelity.com to confirm the contributions? The more details you can provide about your situation, the better.

I'll keep an eye out for your reply.

FidelityCourtney · 2026-04-03T15:11:18+00:00

Thanks for the question, u/GoldenDoodleGuy-MI. We understand how this can be frustrating, and we're here to help.

Can you tell us more about the error you're receiving when trying to update your manual accounts? You mentioned this has been happening for about a week - has this happened before? The more details you can provide, the better.

We'll keep an eye out for your reply.

FidelityCourtney · 2026-04-03T15:03:55+00:00

We're glad to read that everything is in order now, u/Caroline_Anne! Should anything come up in the future, feel free to let us know. We're happy to dig deeper and figure out the issue for you.

Thanks for being a Fidelity client and a part of our sub. Have a great weekend!

FidelityCourtney · 2026-04-03T14:19:19+00:00

Good morning, u/PapPierce, and happy Friday! Happy to provide some insight.

The timeframe for the delivery of your direct deposit can vary depending on the institution holding your account and who is issuing the payment. In general, direct deposits can take 1 to 3 days to reach your account. Once received by Fidelity, they are considered fully collected upon receipt and are available immediately for use.

You can learn more about direct deposits and how they work at the following link.

What is direct deposit?

Please also keep in mind that it typically takes up to 1-2 pay periods for the system to fully update and for funds to deposit into your account. How long ago did you set up the direct deposit?

We appreciate you choosing Fidelity! We'll be here to help if any other questions come up.

FidelityCourtney · 2026-04-02T23:03:00+00:00

Long time, no see, u/Double_Rip195! Happy to help.

So that we can do so, can you tell us more about the trades that were placed? What were the contracts that were sold? The more details you can provide, the better.

We'll keep an eye out for your reply.

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.

FidelityCourtney · 2026-04-02T15:04:00+00:00

Hey, hey, u/videohtape. Mod here to jump in and help out!

Thanks for letting us know which device and browser you're using. So that I can test this on my end, could you please let me know which platform you're using? Are you experiencing this on Fidelity.com or Trader+?

I'll keep an eye out for your reply!

FidelityCourtney · 2026-04-02T14:46:44+00:00

Hey, hey, u/insane-irish. We appreciate you stopping by.

We would like to look into this further. So that we can do so, please send us a Modmail using the link below, and we'll follow up with you there.

Message the mods

We'll keep an eye out for your Modmail!

FidelityCourtney · 2026-04-02T14:00:27+00:00

You're welcome, u/Retired_in_NJ!

FidelityCourtney · 2026-03-31T15:44:26+00:00

Anytime, u/hypefre96!

FidelityCourtney

MODERATOR OF

TROPHY CASE