u/intralogic

Am I going senile or did I used to be able to click on the tbill in positions view and click research and go straight to the page showing the particulars for that tbill -- which is very helpful for managing my tbill ladder.

Today, when I clicked on research and then on View details for UNITED STATES TREAS BILL xxxx yyy ZERO CPN, it did not take me to a page about that CUSIP. It takes me to https://digital.fidelity.com/ftgw/digital/finewexp/secondaries a page where I could buy or sell on secondary market. If I pressed buy or sell instead of research, that could make sense.

As is, it makes no sense at all. To look up the details about a tbill in my positions, I will have to open a different tab navigate to the fixed income page (several clicks) copy and paste the cusip and search. That is a long route.

Is it just me or can others reproduce this problem?

When I'm looking at e.g. https://digital.fidelity.com/ftgw/digital/portfolio/positions

Ticker USFR shows as WISDOMTREE TR FLOATNG RAT TREA

Since the actual name is WisdomTree Floating Rate Treasury Fund, the extra "TR " would seem to be a typo. Eliminating it would free up 3 characters so it can be a floating RATE instead of a floating RAT (which did give me a chuckle though).

When I go to https://digital.fidelity.com/ftgw/digital/position-basis/cost-basis-tracking, There is a update link my disposal methods, but no way to change Mutual Fund cost basis tracking to actual cost -- it says average cost and I don't see any way to change it. Web searches always point me back to this page.

Started today. I know it wasn't there yesterday, because I was using on the weekend and could choose those things (even though market was closed). I haven't changed anything on my end. I've checked that my zoom is 100%. But the chart windows is definitely displaying larger than my display -- its adding a scroll bar too -- that didn't happen yesterday either.

This screwed me over today when trying to check how the market reacted vs some indicators, I can't see what I need to to put in an order before closing.

google search ai mode told me this bug has happened before, is related to CSS, and gave me some workarounds to try, none of which has worked so far. Still going through the list of things to try. But if anyone knows what changed _today_, that would be very very helpful.

I transferred a Fidelity mutual fund (call it FXXXX) from my fidelity Roth to my new Vanguard Roth. (ACAT transfer).

I'd moved the assets to Vanguard because I prefer the Vanguard fund (call it VXXXX) to the original. I'd like to exchange the FXXXX for VXXXX in the shortest transaction possible, rather than liquidating to cash one evening and re-investing the next. (I once suffered an sad loss by doing that on exactly the worst day.)

Vanguard sale transaction is set up to allow you to link a buy action that uses the proceeds of the previous sale. However, that feature is disabled when selling FXXXX. One can work around it by placing a separate buy order, but then I get bold + red warnings that I don't currently have funds to cover the purchase, and if I don't by T+1, that a number of bad things can happen, that I'd prefer to avoid.

How can I work around this? If I were to pay the $75 for a broker-assisted sale, would they be able to set this up even though the sold fund is Fidelity? Or should I just sell 1/N of the fund and the next day buy the amount of the previous day's sale, and sell another tranche, thereby limiting my daily exposure to 1/N , but for N days, which in all likelihood would reduce the variance (but not the worst case, if the market did the exact same thing N days in a row).

Thoughts?