Someone asks:
Is Fidelity strict with good faith violations? I have yet to sell with unsettled cash on their platform. I understand that you are not supposed to, but Webull does not enforce GFV punishment unless you sell $1,000 or more un…
Support Articles
Learn about how to get the most of your account on Fidelity.com, including frequently asked questions, how-to articles and videos.
[Step-By-Step Guide] 🤔 How to set-up the automatic investing feature at Fidelity.com
Fidelity auto investment feature now extends beyond mutual funds, adding support for stocks, ETFs, and baskets. As of November 2023, Fidelity customers can set up automated plans for regular stock/ETF purchases, enabling users to invest a fixed amount at regular intervals (weekly, bi-weekly, or monthly). How Does Fidelity Auto Investing Work? Instead of calling it … Read more
[Step-By-Step Guide] 🤔 How to remove margin from a Fidelity.com account
When I opened a taxable brokerage account with Fidelity, my account type was Margin (even though I didn’t apply for a margin account). I suspect this is still true with any new account opening.
A margin account entails a great deal of risk…
Fidelity Affiliate Program: How It Works, Payments & More
Fidelity Investments offers a referral program that allows existing customers to refer friends and family to open an account. In this blog post, we’ll provide a clear overview of how this program works and what to expect. Fidelity Affiliate Program vs. Other Brokers When it comes to affiliate referral programs, Fidelity differs from platforms like … Read more
[Step-By-Step Guide] 🤔 How to check settlement status of a cash transfer at Fidelity.com
You started transferring money from your bank account to your Fidelity brokerage account. Now, you’re probably wondering when those funds will be available for trading. In this guide, we’ll show how you can check the settlement status of your cash transfer and understand the collection periods for Electronic Funds Transfers (EFT) with Fidelity. Fidelity EFT … Read more
How to Close and Delete Your Fidelity Account (2023)
While Fidelity is renowned for its extensive range of low-cost ETFs and mutual funds, some users may encounter challenges such as website usability issues, account restrictions, and the absence of instant deposit options. In this guide, we’ll walk you through the process of closing and deleting your Fidelity account, should you decide it’s the right … Read more
How Are Fidelity Portfolio Value and Daily P/L Calculated?
Ever wonder how Fidelity calculates your account value along with the daily P/L (Profit/Loss) on each of the stocks in your portfolio? In today’s article, let’s look into the intricacies of portfolio valuation and daily profit/loss (P/L) calculation on Fidelity. What’s “Market Price”? The market price or “Last Price” is just the current price of the … Read more