r/fidelityinvestments

When I click on "Documents", the choices are selecting by Date but the scope is "Multiple accounts" no matter what options I try. HOW on earth do I select a SINGLE account to print out? I don't want a 90 page document.

Just this week the mobile app changed for me. I have messed around with it but can not find a setting that allows me to see the daily gain loss percentage and it also does not show the transactions I made that day. If I go to the website everything is fine. Not sure how this update made it to production because it is just terrible now. I am tempted to move to schwab. This plus the fact that my account rep keeps trying to make me have an appointment with her even though I told her multiple times to leave me alone.

ATP's time axis is defaulted to dynamic but I cant seem to make Trader+ Time Axis to be dynamic. IT seems to always show the full day. Any tips?

My employer is moving from Corebridge to Fidelity and I need to pick where to put my money. Here is the list of funds that was provided. I plan on retiring in 15-20 years. Where should I park my money. I currently have 1mil in my portfolio.

All observations are on a Mac. Feedback for Fidelity or help from the community requested if I am missing something obvious.

1. The "All Accounts" View shows all holdings in all accounts that can be sorted by "Account" or "Symbol" amongst others. However when sorting by account the holdings in each account show up in a random order each day. Is there a way to sort these alphabetically too (i.e, sorted by account and within each account row the positions are sorted by symbol)? Frustrating to have to scan a large number of rows every day to see what the new random order is.
2. The extended hours columns remain active even after the regular session begins. Is it possible to have these hide automatically when the regular session opens like the old ATP?
3. The charts frequently auto-refresh during a day and many times are unable to re-establish a connection and show a broken cloud icon. The only way to re-establish is to log out and log back in.

Last summer, I tried to log into my account and couldn't remember my password. I tried to reset it, but I had changed my phone number since I opened the account. I have two jobs and the one I have been at for 20 years had Fidelity and then moved to a different company. My second job I got in 2022 ended up also using Fidelity and auto-signed me up for 401k. My account got locked so I called in and the fraud department told me they were reviewing my account and they would call me back. I asked them how they would call me back if my number had changed so they took it down. 3 months later, I called back. I answered a bunch of identity questions and they once again told me they were reviewing it and would call me back. It is going on a year now of being locked out. I am planning on ending my second job soon and would like to have access to my account before then. Does anyone know who I can contact to resolve this? Can your employer close the account out for you?

I’m trying to understand the risk in allowing Fid to loan my positions to short sellers. What’s the negative? Yes I allow shorts sellers to short a stock I own but🤷‍♂️they will do it anyway. I can’t lose the shares. If the value of the stock falls it falls, the same as if the shares just sat in my account. What am I missing?

Hello All,
I posted a few days ago and I really appreciate all you guys who commented. I do have a follow up question.
I reached out to plan administrator and ask him what are the 4 different amounts on my plan.

- Roth employee elective deferral
- employee elective deferral
- Employer matching

He explained and I understand that Roth was already taxed but employee elective deferral and Employer matching is NOT taxed.
He said the Roth one I can invest right away in my Roth IRA, the other two are NOT taxed and I have to open a separate account for it.
How do I do that and is it better to cash out these 2 and invest the remaining amount to the ROTH account I already set up?

Sorry Newbie here 😐

i have a money market account with my local bank, earning 3.15% interest... they keep me at .5 below the current rate...

i just started with fidelity, opening a brokerage account, a traditional ira, and a roth ira. i saw where i have the option to keep my money market funds in spaxx.

i'm holding about $250k - emergency fund, and a 20% down payment for a home.

should i move all of that over to fidelity, or keep it local at my bank?

There is a $100 per tamsaction fee for buying Vangiard mutual funds. Do serious investors buy mutual funds, or are those more for work 401k plans?

I haven’t checked the expense ratio in FCNTX in a while because I’ve had it for years. .74%? If that’s accurate I will sell out my position. I’m sure it used to be less?

My paycheck for the pay period of May 9 was deposited to the wrong account because of a typo in my direct deposit setup. I have the ACH trace number (111000027XXXXXX) from my employer.

I've already reached out to both parties; my employer is telling me to contact my bank (Fidelity) to resolve it, and Fidelity is pointing me back to my employer. I feel like I'm going in circles and my money has been sitting in the wrong account since May 9th.

Has anyone dealt with something like this before? Who is actually responsible for recovering the funds; the employer, the bank, or both? Any advice on next steps or who to escalate to would be greatly appreciated. I know this was my fault on not double checking the right account number, but who should I insist on getting help to solve the issue?

I have information on:

*The wrong account tracing number for transaction, account number and routing number

*Exact value of deposit

*Exact date of deposit

What should I do?

If so, how do I go about participating it? What are the steps that I need to take?

Thanks.

At least according to Google AI, both UMB bank (the bank that seems to be the connection point for bank ACH transfers to/from Fidelity) and Fiserv (the provider that supplies Fidelity's BillPay service) participate in the Fed's new FedNow FI/ACH network. FedNow looks like an amazing upgrade to the old ACH/FI infrastructure.

It looks like FedNow could provide nearly instantaneous confirmed transfers as well as many other things.

If Fidelity's underlying providers are connected to FedNow, are there any plans to allow Fidelity's customer's traffic to transvere the FedNow network?