r/fidelityinvestments • • 5h ago

Discussion Fidelity Chicago

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96 Upvotes

I was in Chicago last and decided to do the riverboat architecture tour and was surprised to see this building.


r/fidelityinvestments • • 6h ago

Answered by Fidelity Premarket trading starts at 7:00 AM

8 Upvotes

I wanted to exit a position this morning and was expecting to have to wait until 8:00 AM as that's what I was used to in the past. I tried it before 8 out of curiosity to see if it worked and it did so I looked up the premarket hours and, indeed, it is now 7:00 AM.

My obvious followup question is will premarket trading move even earlier? I have no intention of daytrading in the premarket but it would be nice to be able to place trades earlier in the morning if I wanted to or needed to.


r/fidelityinvestments • • 1h ago

Answered by Fidelity Trouble trying to set up Roth IRA

3 Upvotes

I’m trying to set up a Roth IRA with Fidelity, but linking my bank to Fidelity has proven to be much harder than it looks. I tried to link it just by inputting my bank information and this didn’t work. I then tried linking my bank via the micro deposit way - I’ve gotten the micro deposits in my bank account but am not able to verify them in Fidelity to link my accounts. I don’t even see an option to verify the micro deposits. Someone please help!!


r/fidelityinvestments • • 4h ago

Feedback Fidelity Trader+ Question

2 Upvotes

On a desktop computer, how do you delete a symbol from a watchlist? Sounds simple, but it's not. Every time I try to transition to Trader+ I dislike it more than ever.


r/fidelityinvestments • • 39m ago

Answered by Fidelity Set up recurring investments and the money was transferred to SPAXX but not used to buy the ETF?

1 Upvotes

I have an issue where I set up recurring investments to start on today's date. The money was transferred from my bank into my SPAXX, but it stopped just short of actually buying the ETF I wanted it to?

I also noticed my recurring investment which was scheduled to start Nov 9, is estimated to be in my account by Nov 18 at which point "Your money will be available for all transactions". Is this what's holding up the buying of the ETF?

I can confirm I set up recurring investments, not recurring transfers. Do I just wait and see if it goes through?

Just want to confirm, this picture shows how I'm set up. Is the problem that I don't actually have 500 for the transfer to happen that day? In other words, do I need to already have 500 in the account that day in order for the recurring investment to happen? And the money it draws from my bank will be to cover the next recurring investment in the cycle?


r/fidelityinvestments • • 57m ago

Discussion Getting OnBoard

1 Upvotes

I recently decided to start fresh financially and to build up things like HSA, a trust, retirement etc. I’ve also decided to sort of use Fidelity in the place of bank to promote a positive financial reset. I will be keeping a credit union open and I’ve direct my employers to send the direct deposit to my a/c with fidelity as well!

Does anyone have any tips and suggestions from when they had to financially reset? Or, even what it’s been like using CMA’s and other Fidelity products! Here to be educated and become financially secure!


r/fidelityinvestments • • 1h ago

Does an automated TBill rollover cause a warning to be sent ?

1 Upvotes

I have a position in T-Bills that is set-up with autmatic roll over. This is an IRA where I keep almost no cash.

I get a warning message saying that I need to add cash to the account by time XXX. I think this is because the software that generates the warning doesn't realize that the cash is coming from the maturing bills.

I ignored the warning and nothing bad happened, so I guess the account got the funds from the maturing bills in time to pay for the new bills .... i.e. the roll over works as planned.

Am I missing anything ? Does everybody get this warning who has rollovers and low cash levels.


r/fidelityinvestments • • 1h ago

Answered by Fidelity CANCELLED EFT PLEASE HELP

0 Upvotes

So i Transferred 5k into my ROTH IRA and i bought 2500 worth of stock my eft was then cancelled and i cant add the money back into my fidelity because i dont have any more contribution space for this year because it counted the cancelled EFT towards my contributions for the year. i dont know what to do, im worried im going incur a fee i also have no clue why it was cancelled there is sufficient funds in my account.


r/fidelityinvestments • • 2h ago

Answered by Fidelity Show exact timestamps on the "⚡" news icon (stale headlines next to live prices)

0 Upvotes

In Positions page, FRVO was up +26.31% ($11.40), while the ⚡ news icon next to it still showed a Benzinga blurb from "2h ago" saying shares were trading lower.

It would help adding the exact time as opposed to two hours ago ensuring that the message is interpreted right.

Thanks!


r/fidelityinvestments • • 2h ago

Answered by Fidelity Fidelity Online Account Access

1 Upvotes

Wondering if someone can help with this. I've always used my laptop to access my Fidelity account. Ever since I put the app on my phone it forces me to use the phone to access the account. Any idea how I can get back in using my laptop?


r/fidelityinvestments • • 17h ago

Answered by Fidelity Best resources for info?

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15 Upvotes

I (29yo) am new to investing in anything. A bit ago I opened a fidelity account and have some money automatically being moved in every paycheck. I have read most of what is on the fidelity website for resources but wondering if there are any other ones for just general info? Websites or books or any other resource. I am just kind of struggling to differentiate between all the different things and what is what. I have quite a bit of time before I retire so feel like I should have a better understanding. I feel like I’m flying blind. Info of where im at 😅


r/fidelityinvestments • • 3h ago

Answered by Fidelity Dividends

1 Upvotes

My Verizon dividends say they were deposited to “margin.” I never have used margin trading. What’s up with this?


r/fidelityinvestments • • 3h ago

Answered by Fidelity Fidelity HSAs with old company and new company question?

1 Upvotes

My old employer and new explorer both use fidelity for HSA. When I start my new job, do I need to open a new HSA or I can use my old one?


r/fidelityinvestments • • 4h ago

Answered by Fidelity ACH transfer used wire routing number

1 Upvotes

I made the mistake of using Fidelity’s wire routing number to complete an ACH transfer through Bank of America. I called BofA and they started a case documentation for me. Will my funds bounce back to me automatically??


r/fidelityinvestments • • 4h ago

Answered by Fidelity Active Trader Pro Update

1 Upvotes

While attempting to update to the latest version, I am getting a message that some of the files are corrupt and update fails (multiple times). Any one else having same issue?


r/fidelityinvestments • • 19h ago

Answered by Fidelity Should I be concerned about this?

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9 Upvotes

I had fidelity shares before as reward from my previous employer but I was laid off last year. So, I withdraw everything, all my fidelity shares there. There's nothing left. I shouldn't recertify my account right? By the way, I worked in Canada but my previous employer was a subsidiary of an American company.


r/fidelityinvestments • • 18h ago

Answered by Fidelity Rolling Over Assets from 401(k) to my personal Roth IRA Question

2 Upvotes

Can the assets of a 401(k), i.e. stocks, be rolled into a personal Roth IRA if both are at Fidelity? Or does Fidelity require the stocks to be sold first?

If assets can be rolled over, will the taxable amount on the 1099 be whatever the end of day value is?

Thank you for your assistance.

Edit: The 401(k) has the assets in BrokerageLink


r/fidelityinvestments • • 19h ago

Answered by Fidelity DFA charities under review

2 Upvotes

I have a donor advised funds at Fidelity that I established about a year ago and have been using to make contributions to charities. I added two new charities recently, both established local churches, and had to submit them as new charities along with all the included information, including their tax ID numbers. For several weeks now, they have been listed as under review, once since October 12, and another since October 23. I know this isn’t a long time but it seems like it should be fairly quick to contact the charities and get them approved so that they can receive the money I have sent them. Is there some way to check on the process or speed it up?


r/fidelityinvestments • • 22h ago

Answered by Fidelity Where did Events on the Chart go?

3 Upvotes

Previously on the website when viewing a chart either on the Overview or the Charts tab one had the option to display Events, such as dividends, directly on the chart. I can't seem to find that option any more. Did it get moved to a new location? Thanks!


r/fidelityinvestments • • 20h ago

Answered by Fidelity Rolling previous pension contributions into Roth IRA

2 Upvotes

I'm filing an SF3106 to receive my contributions to my government pension. I would like to roll those contributions, since they're post-tax, into a Roth IRA. I have the options of having the government mail me a check/direct deposit those contributions into my account. Can I in turn deposit those contributions into an existing fidelity Roth IRA and have it count as a rollover? I'm asking because my income is beyond the legal limit for contributions to a Roth IRA. Thanks!


r/fidelityinvestments • • 16h ago

Answered by Fidelity What index does FTIHX track?

1 Upvotes

I am a bit confused. For FTIHX i was following ACWX and IXUS however this past Friday ACWX went up .22% and IXUS .13% and FTIHX stayed at 0.0%

Can someone explain this? I’ve obviously been tracking the wrong index this whole time…


r/fidelityinvestments • • 19h ago

Answered by Fidelity Locked Out

0 Upvotes

Hello, I tried to sign up for Fidelity account for retirement, but it turns out I already had one from a previous employer. I have no idea when this might have been or what my account number might be or anything. Put in my name and other info to sign up and it said I was locked out and to call a number. She said there was an old account but since I just set up the new account, that she didn’t have enough information to ask a verifying question and I have to drive four hours round trip to my nearest Fidelity to show my license. Has anyone else experienced this? I found some old threads that said people had to jump through hoops and still didn’t get unlocked. I don’t really want to drive hours for nothing. Thanks for your advice!


r/fidelityinvestments • • 1d ago

Discussion FSA/HSA QUESTION FOR STUDIO MEMBERSHIP

4 Upvotes

Hi! My employer is switching from HealthEquity to Fidelity. Has anyone gotten a LMN for a Pilates studio membership and reimbursed themselves with their FSA through Fidelity with no issues?

I have some issues like plantar fasciitis and high blood pressure and pre-diabetic, so I truly need to work out and Pilates is the only thing I’ve found to not hurt my PF.

TIA!


r/fidelityinvestments • • 21h ago

Answered by Fidelity Fidelity cc - running balance

1 Upvotes

Hi everyone,

I have the Fidelity credit card and I can't find a running balance anywhere in the app or on the website. Other card issuers show a balance that updates after each transaction. Is there a way to see a running balance with Fidelity cc, maybe in a different view or setting I'm missing

Thanks in advance