r/Fidelity

▲ 3 r/Fidelity+1 crossposts

Transfer from Equateplus to Fidelity

My stock at Equateplus is a foreign stock (listed in Germany) and in Euro. How do I transfer it to Fidelity?

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u/lemonsmell — 8 days ago
▲ 5 r/Fidelity+1 crossposts

basket portfolio stock removal

If a stock is removed by fidelity as part of a thematic model, what happens to the stocks already bought through the basket in my brokerage account? How do i know i need to sell those?

I kindly request the team to answer accurately and not give me a link to basket portfolio faqs as I checked and the answer is not there.

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u/Ok_Access_4268 — 8 days ago
▲ 2 r/Fidelity+1 crossposts

Pension inflation adjustment option

I added a pension in the Fidelity retirement planner, which has the option:

- This amount won’t change over time

- This amount will be adjusted for inflation

Is it asking if the amount will be adjusted for infl over time before retirement or after or both? If it is a $10,000 pension now but it will increase with inflation as I continue with the company But once I retire it is “locked in” at my retirement income level, which opt do I choose?

I have another pension for a former company that will not change before or after retirement, so that one is obvious.

It’s less clear what to select if it will be adjusted for inflation up until I retire at which point it becomes flat.

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u/KnotBumperKing — 8 days ago
▲ 8 r/Fidelity+1 crossposts

Trader Plus is slow

Can Fidelity do something about the general sluggishness of the app?
- You open Trader plus at 7:30 AM Central, yes PreMarket. Now when the market opens, and at 8:45 AM Central you should be able to place an order. But when you do, I get a notification that I can't place an order, or a StopLoss is active only during market hours - 15 min after market open. The only fix is to restart Trader Plus. Really frustrating.
- If you place an order, it takes a good 15 seconds sometimes to show up in your Positions. When you sell portion of your contracts, it continues to be in your positions for 30 seconds. Very confusing
- Options: It used to be earlier where you could have all options selected (Weekly, Monthly)... Now, random checkboxes in the expiration dropdown. You have to expand, click on All expirations and then everything gets selected.
- Terrible fills. Fidelity used to be really good on fills. But lately, it waits and you get a bad fill almost always. I've noticed this more on options, but on stocks as well.

- No DOM yet, although this feature has been requested for many years.

Can Fidelity look at improving their app for customers please/

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u/emptybighead — 9 days ago

fidelity net benefits

does anyone know when tjx will start contributions? or where to see it? i only just started and only see the amount i put in.

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u/zombie_fields — 8 days ago