Learn about how to get the most of your account on Fidelity.com, including frequently asked questions, how-to articles and videos.
Recently, I received a letter from Fidelity Investments that left me both curious and puzzled. The letter stated that Fidelity currently holds assets to which I may be entitled, and it included a contact number for Fidelity’s Inherited Services group. Here is the full message: “This letter is to inform you that Fidelity currently holds … Read more
On Fidelity, there may be restrictions on what you can invest in based on your account type and age. A Fidelity customer recently posted about their experience trying to purchase the QYLD ETF with a youth account. They received this error message from Fidelity: (149009) We’re sorry, but your account isn’t eligible for securities that … Read more
Encountering issues on Fidelity.com or the mobile app can be an unpleasant, so you sometimes need the Fidelity help number to contact support by phone or live chat. It can be frustrating, time-consuming or impossible solve trading or banking issue on your own, which is why Fidelity Investments provides different options for customers to receive … Read more
On Fidelity, a wash sale occurs when a security is sold at a loss and re-purchased within 30 days, with a note saying “Adjusted due to previous Wash Sale disallowed loss”. On Fidelity, a wash sale occurs when a security is sold at a loss and re-purchased within 30 days, with a note saying “Adjusted … Read more
Lately, the Fidelity website has been very slow for me. I don’t know if anyone else has had a similar issue. The account summary and position pages take forever to load, possibly due to increased traffic and new investors. As a result of this problem, buying new stocks and selling existing positions is impossible. When … Read more
If you recently opened a Fidelity account, you may have trouble transferring money from your bank to your brokerage account. This error message appears when an issue prevents the transfer from being processed.
As a community advisor, one of the questions I get asked often is, “What time do mutual fund update on Fidelity?” The answer to this question depends on the type of investment you’re looking at. For ETFs, Fidelity updates the price throughout the day (real-time reporting). This means that you can see changes to the … Read more