Have you ever tried to buy a stock or option through Fidelity and received the message: “(013014) The buy order you are about to place exceeds your settled cash balance”? Here is the full warning: (013014) The buy order you are about to place exceeds your settled cash balance. Selling these shares before paying in … Read more
Trying to place a trade in your brokerage account but encountering the “This Fidelity.com account is currently restricted” error? We break down some of the reasons why Fidelity may be restricting your trading. Here is what it says:
Understanding how to navigate this new landscape is key. We break down what the law means for Baby Boomers and Generation X, and the key planning conversations to have now. If you’re a Baby Boomer or a member of Generation X, this bill creates both significant opportunities and critical new risks. Understanding how to navigate … Read more
Need Fidelity customer service? Get the main phone number (800-343-3548), live chat hours, virtual assistant access, and tips to avoid wait times. Available 24/7 in 2025. Fidelity Customer Service Phone Number & Live Chat Support (2026 Guide) (Updated Nov 2026) Need to reach Fidelity about your investment account, trading questions, or technical issues? Encountering issues on … Read more
Automatic investing is a powerful way to build wealth over time, helping investors stick to their goals, avoid emotional decisions, and benefit from dollar-cost averaging, here’s how the top platforms stack up in 2025. Ready to put your investments on autopilot? The best time to start is now. In 2025, many brokerages offer robust automatic … Read more