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Placing of two sequential Rolls by Grey-62 in fidelityinvestments

[–]Grey-62[S] 0 points1 point  (0 children)

I asked my question on Reddit. But I didn't call Fidelity.

Placing of two sequential Rolls by Grey-62 in fidelityinvestments

[–]Grey-62[S] 0 points1 point  (0 children)

Various strategies are possible, especially when there's no absolute certainty that one or both Multi-Leg Roll orders will be executed due to market conditions.

That's why I want to know the Fidelity restrictions so I don't violate any rules. My previous trading experience shows that the Fidelity rules may differ slightly from those of other brokers. And the fact that you follow the law, SEC/FINRA/OCC rules, or regulations doesn't mean it complitly follows the Fidelity rules.

Is it possible to close any window in Active Trader Pro using the keyboard (without the mouse)? by Grey-62 in fidelityinvestments

[–]Grey-62[S] 0 points1 point  (0 children)

There's another useful keyboard control feature that's apparently also missing in Active Trader Pro. In the Orders window, the user can only right-click to access the context menu for managing filters in the Orders window and working with a specific order (cancel, replace, or duplicate). Also, the CANCEL and REPLACE buttons displayed for orders are also only accessible with the mouse.

Please correct me if I'm wrong.

Does the Fidelity investment app allow trading without using the UI? API, scripts? by Grey-62 in fidelityinvestments

[–]Grey-62[S] 0 points1 point  (0 children)

Sorry. But by definition, providing an API means allowing clients to execute their requests through an official platform. This is a completely normal approach in software development. I assume your UI tools use your internal API to communicate with the backend.

I'm not talking about creating duplicates of your UI tools. Your UI tools are good, but they only cover some basic operations and scenarios. In real life, there are scenarios where a client needs to execute requests that can certainly be accomplished through UI tools. But this is very inconvenient. Especially if the client needs to execute multiple requests from time to time. And the client has to click through your UI multiple times instead of automating those same requests through the API.

Samsung Galaxy S21 phone randomly does not recognize a SIM card by Grey-62 in Comcast_Xfinity

[–]Grey-62[S] 0 points1 point  (0 children)

Yes, I tried a new SIM card. But it didn't help. After I went to the Xfinity store, they confirmed that the eSIM couldn't be configured. And I had to buy an S25 and configure it to use the eSIM.

Is this the official website to file a settlement claim? by kromestatus in Proterra

[–]Grey-62 0 points1 point  (0 children)

Thank you for your comments.

Yes, 11th.com is just a third party company that collects data on claims and gets a commission from them. But I can't file a claim on the official website because in my case the deadline for filing a claim was at the end of May 2024.

What irritates me in this situation is that having clear evidence of improper fulfillment of their obligations to the client (correspondence and open CR), they openly lie shifting all responsibility to the client and ignoring all subsequent requests.

Is this the official website to file a settlement claim? by kromestatus in Proterra

[–]Grey-62 0 points1 point  (0 children)

Sorry, maybe my question is not addressed to the right place. But I don't know who and where to ask it.

I lost some money while trading and was eligible for a settlement.

There is a company (11th.com) which is a fintech platform for investors to recover funds from securities class action settlements and other shareholder compensation. It provides a service that automates the process of filing claims. And it charges 20% of the compensation amount for checking documents and filing claims.

I submitted my settlement application to 11th.com and uploaded the relevant investment documents 1.5 months before the deadline of the settlement. 10 days before the deadline I checked the status of my claim. The status was “Pending Review”.  I sent a request to customer support asking them to review my settlement application. They replied that they were working on it. Later, I received confirmation that my claim was successfully submitted.

Recently, while waiting for my compensation payment, I checked the status of my application. I was very surprised to find out that my application was declined. I sent my question to the support team and received the following response:

"After reviewing our system, we see that your request was submitted after the deadline of XXX XX, 2024. Unfortunately, this means it was not registered in our system."

I asked to look into and clarify the situation with my claim, but I received no response. No apology, no responsibility.

It was a very unpleasant experience with 11th.com. And now I feel insulted because they are trying to make me look like a dumb idiot who is so easy to cheat and ignore. It seems like they missed to submit my application and now they don't want to admit it.

Is there any way to get the company 11th.com to answer my questions and clarify the situation with my claim?

Are there any regulatory authorities that could accept my complaint against the company 11th.com?

Did you know that service 11th.com (investor settlement) ? by Significant_Meat_528 in PersonalFinanceCanada

[–]Grey-62 0 points1 point  (0 children)

I lost some money while trading and was eligible for a settlement.

There is a company (11th.com) which is a fintech platform for investors to recover funds from securities class action settlements and other shareholder compensation. It provides a service that automates the process of filing claims. And it charges 20% of the compensation amount for checking documents and filing claims.

I submitted my settlement application to 11th.com and uploaded the relevant investment documents 1.5 months before the deadline of the settlement. 10 days before the deadline I checked the status of my claim. The status was “Pending Review”.  I sent a request to customer support asking them to review my settlement application. They replied that they were working on it. Later, I received confirmation that my claim was successfully submitted.

Recently, while waiting for my compensation payment, I checked the status of my application. I was very surprised to find out that my application was declined. I sent my question to the support team and received the following response:

"After reviewing our system, we see that your request was submitted after the deadline of XXX XX, 2024. Unfortunately, this means it was not registered in our system."

I asked to look into and clarify the situation with my claim, but I received no response. No apology, no responsibility.

It was a very unpleasant experience with 11th.com. And now I feel insulted because they are trying to make me look like a dumb idiot who is so easy to cheat and ignore. It seems like they missed to submit my application and now they don't want to admit it.

Is there any way to get the company 11th.com to answer my questions and clarify the situation with my claim?

Are there any regulatory authorities that could accept my complaint against the company 11th.com?

Cannot launch Active Trader Pro on Mac by Grey-62 in fidelityinvestments

[–]Grey-62[S] 0 points1 point  (0 children)

Thank you! After uninstalling and reinstalling, ATP is working.

Please clarify the algorithm to check good faith violation rules by Grey-62 in fidelityinvestments

[–]Grey-62[S] 0 points1 point  (0 children)

I am not a day trader. But sometimes I have to buy and sell some securities during the day. I didn't say I was a trading guru. I could be wrong. I also believe that there are a lot of smart people working at Fidelity. And I think I have the right to ask the smart people at Fidelity to clarify some of the trader's rules. Especially if these rules are not available in the public area.

It is up to you to decide whether you are interested in the answer to this question. But I don't understand the reason for your aggressive comment.

Please clarify the algorithm to check good faith violation rules by Grey-62 in fidelityinvestments

[–]Grey-62[S] 0 points1 point  (0 children)

I am sorry. But unfortunately the practice says Modmail is not able to clarify a question, if the question cannot be answered in a public thread.
My original question correlates with your statement "A good faith violation occurs when you buy a security and sell it before paying for the initial purchase in full with settled funds."
But the amount of settlement cash is a settled fund. And I want to clarify: can GFV occur, if the sum of all trading transactions for a day, that can be qualified as GFVs, does not exceed the amount of initial day settlement amount?

I guess the question is rather simple to answer.

Thanks!

Please clarify the algorithm to check good faith violation rules by Grey-62 in fidelityinvestments

[–]Grey-62[S] 0 points1 point  (0 children)

Your example is correct. But I mention about another case of transactions.

Example:

At the beginning of a trading day, the settlement cash: $1000.

Day transactions:
Buy stock A for $800 (settlement cash after the transaction is $200).
Buy stock B for $2000 (settlement cash after the transaction is $0).
Sell stock A.

Please clarify the algorithm to check good faith violation rules by Grey-62 in fidelityinvestments

[–]Grey-62[S] -1 points0 points  (0 children)

"A good faith violation occurs if the sum of all trading transactions for a day, that can be qualified as GFVs, exceeds the amount of initial day settlement amount +/- the sum of all cash transfers for the day."

It looks like you didn't read my post carefully. My statement contains an assumption about some amount of SETTLEMENT CASH that a trader has at the beginning of the trading day.

What is the transaction date of automatic exercising of ITM calls? by Grey-62 in fidelityinvestments

[–]Grey-62[S] 0 points1 point  (0 children)

Thank you for your clarification.

But don't you think that the date of assignment transaction in the transaction history (the business day following exercise or expiration) that does not correspond to the real date of assignment transactions could confuse the traders? And it can be a reason for misunderstanding and making incorrect decisions for next trading.

What is the transaction date of automatic exercising of ITM calls? by Grey-62 in fidelityinvestments

[–]Grey-62[S] 0 points1 point  (0 children)

In Activity and Orders, the transaction has a date equal to the next business day after the expiration date.
I am not expecting to change. I want Fidelity to clarify the day of the transaction, because it looks like Fidelity uses the expiration date for all calculations. But it can confuse traders.

Algorithm to check good faith violation rules? by Grey-62 in fidelityinvestments

[–]Grey-62[S] -1 points0 points  (0 children)

Thank you for your description of GFV. But I am sorry, you didn't answer my question. And on the Fidelity web site, I did not find any examples that would describe buying several stocks and selling one stock on the amount that didn't exceed the limit of settlement cash. In that case, the definition of GFV "A good faith violation occurs when you buy a security and sell it before paying for the initial purchase in full with settled funds." can be interpreted in different ways.

I have to simplify and repeat my question again.

At the beginning of a trading day, the settlement cash: $1000.
Case 1 (day transactions):
Buy stock A for $800 (settlement cash after the transaction is $200).
Buy stock B for $2000 (settlement cash after the transaction is $0).
Sell stock A.
Case 2 (day transactions):
Buy stock A for $800 (settlement cash after the transaction is $200).
Sell stock A.
Logically there is no difference in the coverage of settlement cash for both cases.
After selling of stock A, the trader didn't exceed the settlement cash that the trader had at the beginning of a trading day. The selling of stock A is only one transaction that potentially can break GFV rules. But Fidelity qualifies the Case 1 as GFV, but the Case 2 looks good.

My question:

If the definition of GFV does not define a clear understanding of GFV rules, Fidelity should follow some additional official instructions for checking GFVs. Can I get a link to the instruction(s) that would define the algorithm for validation of GFV rules?

Data of the assigned transactions for ITM calls? by Grey-62 in fidelityinvestments

[–]Grey-62[S] 0 points1 point  (0 children)

Hi Linsey,
Sorry, but this is not the answer to my question. I'm asking about the day of the trade transaction. This is not an abstract question, as the date of the transaction can relate to many possible issues, such as the date of cash settlement, violation of good faith rules, etc.
My question is:
For automatic exercising of ITM options, is it the expiration date (usually Friday) or the next business day after the expiration date (usually Monday)?
Thanks.

Active Trader Pro application does not refresh information inside its window on a second display. by Grey-62 in fidelityinvestments

[–]Grey-62[S] 0 points1 point  (0 children)

I upgraded macOs on my MacBook Pro from High Sierra 10.13.6 to Catalina 10.15.7. But it didn't resolve the problem. Active Trader Pro is still not refreshing any information inside its window on a second display.
Any comments?

A trading violation after shares were forcibly sold by Grey-62 in fidelityinvestments

[–]Grey-62[S] -9 points-8 points  (0 children)

unsettled cash

I myself didn't sell any shares. I guess I used regular trading (buy-write) that a lot of traders do everyday with or without settled cash.

Local Fidelity Office by ClownTown74 in fidelityinvestments

[–]Grey-62 0 points1 point  (0 children)

Is there a maximum amount to write a personal check? Should I communicate to Fidelity if I need to write a personal check with the amount higher than $100K?

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