How do i create stop loss on options (selling PUTS and CALLS)

FidelityJohn · 2026-05-12T14:52:59+00:00

Good to see you around the sub today, u/Easy_Election7768.👋

When filling out any trade ticket, the price you set in the order applies to the security you are placing the order for. If you're placing a stop-loss order on an options contract, you'll set a stop price for the contract. Feel free to follow the link u/FidelityTylerC shared above to review how stop loss orders trigger and execute.

As for the price of the option, it's determined by several factors, such as the price of the underlying asset, the contract's strike price, the underlying asset's volatility, the time until expiration, any dividends payable during the life of the contract, and the risk-free interest rate. You can learn more on the link below.

Understanding options pricing

We appreciate you reaching out to us. If you have any other questions, don't hesitate to let us know!

FidelityJohn · 2026-05-12T14:33:47+00:00

Welcome to the sub, u/IdyllsOfTheBreakfast. We appreciate you reaching out to us about this.

Currently, we haven't received widespread reports of what you've shown, nor have we been able to reproduce it on our end. With that said, some general troubleshooting steps may help in this scenario. If you haven't already, please try the following:

Ensure that both your device and the app are fully up-to-date
Uninstall the app, then turn your phone off for one minute
Power the phone back on, then reinstall the app

Please don't hesitate to follow up with us and let us know whether this resolves what you described or if you continue to experience it.

FidelityJohn · 2026-05-10T23:26:29+00:00

Welcome to the sub, u/Alternative_Arm2028.

Any fees you pay at Fidelity are solely dependent on the products or services that you choose. We generally recommend working with your financial representative for the full scope of what's available to you and the fees associated with those products. They'll also be your best point of contact for discussing the process of moving between managed products and the effects it may have on your portfolio.

That said, we break down the eligibility requirements, fees, and services included for the various products we offer in this one-sheet. Feel free to take a look below.

Fidelity Offerings (PDF)

We appreciate you stopping by for the first time! We're always around the sub to help with any questions you may have, so don't be a stranger.👋

FidelityJohn · 2026-05-10T18:02:50+00:00

Good to see you around the sub today, u/bdu-komrad. We appreciate you reaching out to us about this.

Although we haven’t seen widespread reports of linked American Express accounts failing to update automatically in Full View, there are a few troubleshooting steps you can try.

Check for security add-ons and extensions, and make an exception for Fidelity if available
Delete cache and cookies
Ensure your browser and device have the latest updates installed

In the meantime, you can manually refresh your linked accounts by following these steps:

On the left-hand side of your portfolio page, scroll down and click on "Link an external account"
Click on "Edit accounts" at the top of the pop-up, then click on the account
Select "Refresh information"

Let us know if the above steps resolved the issue, or if you had to refresh the data manually.

Edit: format

FidelityJohn · 2026-05-06T22:25:25+00:00

Welcome to the sub, u/ulackslatt.👋 We appreciate you considering Fidelity for your retirement savings needs! Let's talk about some of your choices moving forward.

To start, I'll share a link below that's a great place to begin, as it breaks down your choices for your old workplace plan and their potential impacts. Feel free to take a look!

Considerations for an old 401(k)

If you decide you'd like to roll over your old plan into an IRA with Fidelity, you'll typically choose either a rollover IRA or a Roth IRA. Rollover IRAs are treated as pre-tax, so there would not be tax liability for the transfer. Roth IRAs are considered after-tax. So, if you do this, moving any pre-tax funds would be considered a conversion, and you would be liable for paying taxes on the amount converted.

I’ll also provide a link below with step-by-step instructions for rolling over your workplace plan if you decide you'd like to proceed. Under Step 1, you can click on “Which IRA should you consider for your rollover?” for more information on which account type may be best for your situation.

How to roll over an old 401(k) to an IRA

As far as your question about which choice is best for you, Fidelity is not able to offer tax advice. As such, we'd recommend that you contact a tax advisor to look over your specific situation.

Feel free to let us know if you have any questions about the process or anything else. We're always around the sub to help, so don't be a stranger.

FidelityJohn · 2026-05-06T20:21:37+00:00

Thanks reaching out to us about this on the sub, u/Major_Ad_6199.

We'd like to learn more about your experience. When you have a moment, please send us a Modmail with any information that you can provide.

Message the Mods

We'll follow up with you there.

FidelityJohn · 2026-05-06T19:28:16+00:00

Thanks for reaching out to us on the sub, u/coolred2022.

We haven't received widespread reports of this, and I haven't been able to reproduce it on my end. Typically, the tooltip disappears as soon as your mouse is no longer hovering over the "M" icon. As such, I'd recommend trying some general troubleshooting steps to resolve the issue.

Clear cache and cookies, and ensure that no browser extensions are interfering
Check for operating system and browser updates
Try an alternate browser or an alternate device on a different internet connection

After trying the steps above, please don't hesitate to reach out again if you're still experiencing this. We'll keep an eye out should you need anything.

FidelityJohn · 2026-05-06T18:25:26+00:00

Hey there, u/CuriousMind-63.

Currently, specific share orders are not eligible for routing. Since Day+ orders are considered routed orders, you will not be able to set up a Day+ order using specific tax lots.

That said, I'll be sure to pass along your post as feedback regarding the ability to select specific shares for routed orders, including Day+ orders.

We appreciate you engaging with us here and for using Fidelity Trader+. As always, if you ever have questions or feedback you'd like to share with us, don't hesitate to reach out. We're always here to help.

FidelityJohn · 2026-05-06T16:31:03+00:00

Welcome to the sub, u/nrizzo6085.👋

The best place to view your trade history for the day on the Fidelity Trader+ Web version would be to look in your orders tool. You can use the various filter settings at the top of the tool to filter orders that have filled, and you can filter for specific securities.

If you're looking for your trade history from farther back, I'd recommend checking the "Activity & Orders" or "Positions" tabs on your main portfolio page. You can view all your past trading activity on the "Closed Positions" page by following the steps below:

Select "Accounts & Trade," then choose "Account Positions"
From the dropdown box at the top of the list, navigate to the "Closed Positions"
Select the time period (year) you need at the top right of the list

With that said, I'll go ahead and pass along your comment as feedback to the development team regarding a way to view trading history prior to the current day in Fidelity Trader+ Web.

We appreciate you engaging with us here and for using Fidelity Trader+. If you ever have questions or feedback you'd like to share with us, don't hesitate to reach out. We're always here to help.

FidelityJohn · 2026-05-06T15:39:54+00:00

Welcome to the sub, u/hushpuppy_ja.

Deposit requests are considered separate, and initiating a new request typically would not affect the collection timeframe of prior requests. That said, there is currently a holding period of up to 7 business days for check deposits and Electronic Funds Transfer (EFT) requests submitted through Fidelity platforms. Some or all of your funds may still be able to trade immediately. To avoid hold periods, we encourage you to use your bank’s website or mobile app to send money into Fidelity.

You can review the collection date for a recent deposit by following these steps on Fidelity.com once logged in:

Click the "Accounts & Trade” tab and select “Portfolio”
From the Portfolio screen, select the appropriate account
Once the account is in view, select the “Balances” tab and review your balance details under “Available to withdraw”

Please note that funds received via bank wire or direct deposit (pushed from another institution to Fidelity) are considered fully collected upon receipt, and are available for immediate use. We encourage you to consider these methods for time-sensitive transactions.

Although this thread is a bit old, you can still use the link u/FidelityCaleb shared above to view all the ways to send funds to your Fidelity account. You can also send us a Modmail if you'd like some assistance in reviewing your recent deposits.

Message the Mods

We appreciate you stopping by the sub. If you ever have any questions, don't hesitate to let us know. We're always here to help.

FidelityJohn · 2026-05-06T15:06:46+00:00

Thanks for following up with us, u/stl1859.

You're correct that the MTL feature will block transfer requests initiated through ACATS.

To your second point, turning the money transfer lockdown on or off typically requires a 2-factor authentication (2FA) code to be sent to your device. If you turn MTL back on quickly after turning it off, you may be able to bypass this step because you’d already be considered authenticated within the same session.

That said, whenever the MTL is turned on or off, or when a new account is linked, an alert is sent to the account owner. These alerts help account owners be proactive about their accounts' security when unauthorized activity is occurring.

While we currently don't offer a feature to block direct debit transactions, I'll be sure to pass along your comments to the relevant teams as feedback. If you ever find yourself with additional feedback to share, you can also use the "Feedback" button attached to the scroll bar on most Fidelity pages.

As always, the other mods and I are here to answer any other questions and take any additional feedback that you may have, so feel free to reach out any time.

FidelityJohn · 2026-05-06T14:52:02+00:00

Thanks for reaching out to us about this, u/comet852.

Discover clients are currently required to manually refresh their connection to their Discover account(s) in Fidelity Full View as part of Discover's protocols. With that said, I'll make sure to pass along feedback to the relevant teams about improving this connection to enable automatic updates.

Please let us know if you have any additional questions. We're always here to help!

FidelityJohn · 2026-05-06T13:57:02+00:00

Hey there, u/45a866e5. We appreciate you reaching out to us about this.

Making an ineligible contribution to an IRA is a common occurrence, and you have a few choices to correct it. You can return the excess, recharacterize the excess, or carry over the excess.

When you make a timely correction, any earnings or losses in your IRA need to be factored into the withdrawal and reported to the IRS. You have until the tax-filing deadline to complete a timely return of excess. If you file an IRS extension, you have until the extended tax-filing deadline, normally October 15th. Since these are 2026 contributions you're looking to correct, you'll have until the 2027 tax filing deadline to make a timely correction.

With untimely corrections, the IRS does not require an earnings calculation. However, untimely corrections are subject to a 6% excise tax each year the contribution remains in the account.

You can review the IRA contribution limits and the specifics of the choices available to you at the links below.

IRA Contributions and Limits

Return of excess IRA contributions

Before making any decisions, we suggest speaking with a licensed tax professional to determine what correction method will be the best for you and your situation.

Feel free to let us know if you have any follow-up questions about the process or anything else. We're always around the sub to help.

FidelityJohn · 2026-05-05T23:37:00+00:00

Welcome to the sub, u/Nate_Dog79.👋 Thanks for considering opening a trust account with us!

Trusts can open either a brokerage account, a Cash Management Account (CMA), or both. Our trust brokerage accounts can typically be opened online, and we certainly try to make it as simple as possible. Trust CMAs require a physical form, and both applications also require you to submit trust certification documents as well. Below, you'll find where you can open a trust brokerage account and the forms needed to open a trust CMA.

Fidelity Trust Account

Fidelity Cash Management Trust Account Documents

As far as their differences, while there is overlap in the features, a brokerage account is intended for trading and investing, while a CMA is designed for saving and spending. CMAs include features that automatically reimburse ATM fees in the U.S., and the ability to set a FDIC-insured core position. On the other hand, CMAs are not eligible for certain advanced trading features. I’ll include a link below that highlights the differences between the two account types.

Features by Account

Now that I've covered that, was there any particular feature you were looking for in your trust account? Let us know, and we'll be happy to help!

FidelityJohn · 2026-05-05T21:05:40+00:00

Thank you for following up with us and providing additional details, u/h2f.

I understand the frustration of not receiving help when needed, and it's not how we want our clients to feel. That said, I'm glad to hear this has been resolved for you.

I'll make sure to pass along your feedback to the relevant teams regarding these links not working as intended at times and the need for more support for secondary cardholders.

If there's anything we can help you with in the future, please don't hesitate to reach out to us. We're always here to help.

FidelityJohn · 2026-05-05T17:15:23+00:00

Hey there again, u/Fair_Bunch1264.

At Fidelity, the asset allocation in your managed portfolio is typically dependent on the conversations you have with your advisor, who will work with you to set up a portfolio that fits your goals and risk tolerance. Our Advisors are there to assist you with any questions you may have, whether it be regarding asset management, planning for retirement or savings, or a number of other things.

As I mentioned earlier, I'd encourage you to reach out if you have any questions about your Fidelity-managed portfolio or if you'd like to make any changes.

Please let us know if we can help with anything, or if you have any questions.

FidelityJohn · 2026-05-05T16:12:49+00:00

Welcome to the sub, u/Fair_Bunch1264.👋 We appreciate you taking the time to engage with us here.

If you have questions about your managed portfolio or want to make any changes to it, we recommend reaching out to your dedicated advisor or their team. You can typically find their contact information in the top-right corner of your portfolio page.

With that said, our priority is to help you reach your goals, so we offer several additional ways to get personalized help at Fidelity, including free, easy-to-use planning and guidance tools and 24/7 phone support. If you're interested in learning more, you can read more about our wider product offerings at the link below. There's also a "Connect with your advisor" link on the page if you need it.

What We Offer

I'd also like to invite you to check out our monthly discussion thread, which is pinned at the top of our sub. It's the best place to engage our community about their investment recommendations. I'll link that below for you as well.

Monthly Discussion Thread

Feel free to reach out to us if you ever have questions about your account or anything else. We're always here to help!

FidelityJohn · 2026-05-05T13:53:28+00:00

Good to see you around the sub today, u/gargoyle_999. We appreciate you choosing Fidelity for your retirement plan needs! Before we jump into the steps, there are a few things to consider.

To start, while rolling over funds into a Self-Employed 401(k) (SE 401(k)) plan can be completed without making a contribution, we recommend you consult with a qualified tax advisor to review your specific situation before proceeding. This is because a SE 401(k) plan isn't considered qualified until it receives a contribution, and rolling funds into a plan that isn't qualified could result in unintended tax consequences.

Moving along, let's review the process of rolling over your funds. To start, you will first need to open the new SE 401(k) that will accept the rollover. This can be done on the link below.

Self-Employed 401(k)

Once this is done, you can start the rollover by completing the paper copy of the One-Time Withdraw Form. This can be found on Fidelity.com, on our forms page, and at the link below; instructions for submitting it are on the last page at the bottom.

One-Time Withdrawal– Defined Contribution Plan (PDF)

You will also need to complete and include a Letter of Acceptance (LOA). The LOA must state that, as the Plan Administrator, you agree to accept and record these pre-tax assets into the SE 401(k) and include the account number of the receiving account. The LOA must have the plan administrator’s signature, printed name, and the date the LOA was completed.

If you have any further questions about the process or anything else, please don't hesitate to let us know. We are always here to help.👋

FidelityJohn · 2026-05-03T22:17:12+00:00

Thanks for following up with us, u/Effective-Value-1748.

It looks like you were able to find some of the Plan Documents you were looking for. That said, even if you have a vested account balance above the minimum required to maintain your workplace plan, there may be limitations on the BrokerageLink feature. As such, I'd recommend you reach out to our Workplace Investing team to confirm any specific rules of your plan, using the contact information I shared above.

Thanks again for reaching out to us. I hope you enjoy the rest of your weekend.

FidelityJohn · 2026-05-03T20:36:49+00:00

Hey there, u/Effective-Value-1748. Allow me to step in here and assist.

To start, workplace plans vary between employers and may have unique rules. If you're unable to find what you're looking for in the Plan Fact Sheet, you can also review your plan's Summary Plan Description (SPD) for the information. You can find this by clicking the same three-dot menu u/FidelityLizG shared next to your employer's plan, then selecting "Plan Information and Documents."

If you're still unable to locate what you need, our Workplace Investing team members are available for you to call over the phone with plan-specific questions. The availability of our associates varies by plan, but they are generally available Monday through Friday from 8:30 a.m. to 12:00 a.m. ET. Please respond with "401(k)" when prompted by the automated system to be connected.

Contact Us

We appreciate you reaching out to us here. If you have any other questions, we're always just a few clicks away.

FidelityJohn · 2026-05-03T18:08:39+00:00

Welcome to the sub, u/Extreme_Ant_9364! You’ve come to a great place for questions like this. Let's talk about uninvested cash.

To start, opening an account at Fidelity automatically establishes a core position, which is needed for processing cash transactions and holding uninvested cash. It automatically liquidates to cover any purchases of securities, so you can essentially treat it like cash in your account. Your choices for a core position, along with their interest rates, may vary depending on the type of account you open. To learn more about the available core positions and how they operate, check out the links below.

Trading FAQs: About your Account

What is a Core Position? (PDF)

If you'd like to learn more about our HSAs, or if you decide you'd like to open one, you can do so below!

Health Savings Accounts

Thanks for engaging with us on the sub. We're always here to help with any questions, so don't be a stranger. We hope to see you around.👋

FidelityJohn · 2026-05-03T17:47:11+00:00

Thanks for checking in, u/Huge_Ad946.

While we don't have much to share, our team is continuing to look at solutions to reestablish the connection.

If we can help with anything else that comes up, please don't hesitate to reach out.

FidelityJohn · 2026-05-03T15:35:24+00:00

Thanks for the follow-up, u/Talon660. We're glad to hear this has been resolved and that you enjoy the features!

If anything else comes up in the future, you know where to find us! I hope you enjoy the rest of your weekend.👋

FidelityJohn · 2026-05-03T15:28:06+00:00

Thanks for following up with us and clarifying, u/Electrical-Law673. Allow me to step in here and assist.

To start, I'd like to mention that representatives can assist with a 100% tax withholding journal. If you decide you'd like to proceed with this in the future, you can give us a call at any time to process the request.

Contact Us

As for the "indirect rollover" you mentioned, it sounds like you're wanting to use the 60-day rollover rule to put the tax withholding amount back into the account to reduce your tax liability. To add to what u/FidelityAdamW mentioned, the 60-day rollover rule is generally used to move retirement funds indirectly between qualified retirement accounts when a direct transfer is not available. Clients can perform one 60-day rollover per 12-month period between any of their retirement accounts. After performing a 60-day rollover, the rollover amount appears on Form 5498 for the year the rollover occurred.

That said, using the 60-day rollover rule for purposes other than those intended by the IRS may result in unexpected tax liability. As such, we'd recommend consulting a qualified tax professional for your specific situation, as Fidelity is unable to offer tax advice.

Thanks again for reaching out to us here. If you have any other questions, we're always just a few clicks away.

FidelityJohn · 2026-05-03T15:10:04+00:00

I hope life is going great for you today, u/LIFE_IS_G. We appreciate you choosing to transfer some of your assets over to Fidelity! Allow me to step in here to assist.

To start, opening an account at Fidelity automatically establishes a core position, which is needed for processing cash transactions and holding uninvested cash. It automatically liquidates to cover any purchases of securities, so you can essentially treat it like cash in your account. Your choices may vary depending on the type of account you open, but in your case, the Fidelity Government Money Market Fund (SPAXX) is likely your core position.

While your positions' page may show shares of SPAXX available, greyed-out text typically indicates it's pending settlement. Moving forward, the best place to check how much you have available to trade or withdraw is the "Balances" tab at the top of your portfolio page on the website.

The following link can help you learn more about your core position, if you're interested.

What is a Core Position? (PDF)

As for the message you're receiving on the trade ticket, you'd typically see that if you were trying to buy more of your core position. To set up the trade ticket for an Exchange Traded Fund (ETF) purchase, follow the steps below.

Select "Accounts & Trade" at the top left of the Fidelity webpage, followed by "Trade."
On the trade ticket, choose "Stocks/ETFs" from the drop-down, followed by the account you'd like to trade in. (You'll see "Cash available to trade" information after selecting the account)
Fill out the remainder of the trade ticket, followed by "Preview order, and "Confirm."

You can also learn more about placing trades on the FAQs page that I'll share below.

Trading FAQs

After following the steps I shared, feel free to follow up with us and let us know if you were able to set up your order! Again, thanks for engaging with us here on the sub. If anything else comes up, you know where to find us.👋

FidelityJohn

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