Fidelity’s Active Trader Pro will soon drop support for Windows 7 and Windows 8 users. If you’re an avid user of the trading platform, you should’ve received an alert indicating that ATP will no longer be accessible on computers running Windows 7, Windows 8, and Windows 8.1. Why the Change? It’s essential to understand the … Read more
Are you tired of receiving paper statements for your Fidelity Credit Card? Switching to paperless statements is a convenient and eco-friendly option. In this blog post, I’ll show you how to setup paperless bank statements for your Fidelity Credit Card. Step 1: Log In to Your Fidelity Account Start by logging in to your Fidelity … Read more
Are you trying to place a trade on Fidelity and encountering the 009972 error? Here is what it says: Error (009972) The account specified in this order is restricted. Please call a Fidelity representative. Unable to enter the order because your account is restricted to closing transactions. In this blog post, I’ll break down some … Read more
Someone asks: I will likely do an ACAT to Fidelity. Anybody have experience with this process? What does Fidelity charge to transfer stocks? Will Fidelity cover the ACAT transfer fees? Fidelity Account Transfer (ACAT) Fee 2023 Fidelity does not charge a fee to move assets from another brokerage. However, your current institution may charge a … Read more
Someone asks: I recently initiated a transfer from my bank account to my Fidelity brokerage account, and I noticed that UMB N.A Bank is processing the transaction. Is this legit or should I be worried? The bank statement made no mention of Fidelity withdrawing the money. UMB Bank Fidelity Explained UMB is Fidelity’s trusted banking … Read more
If you need a certified check or cashier’s check from Fidelity for your security deposit, you can request one. A cashier’s check is a money order used to pay for goods or services. It is considered a safer way to send money than using personal checks, as it is insured by the bank or financial … Read more
Fidelity Private Client is an exclusive program tailored for Fidelity clients with substantial assets in their investment accounts. Think of it as the elite status within the Fidelity brokerage firm. Here is what you need to know about the private client status at Fidelity, its benefits, and the requirements to get into the program. Fidelity … Read more
One common concern among users transitioning to Fidelity from platforms like TD Ameritrade or Schwab is the visibility of their total income from dividend-paying stocks. In this guide, we’ll walk you through the steps to find your total dividend and projected dividend income on Fidelity. Locating Your Dividend Income on Fidelity Website In your Fidelity … Read more
If you’re about to purchase ETFs like JEPQ or GBTC on Fidelity, you may have uncovered Fidelity’s Designated Investments Agreement. It’s completely natural to hesitate before blindly accepting something you don’t fully understand. (DI0903) This security is subject to the Designated Investments Agreement, which you have previously signed for this account. In this article, we’ll … Read more
Are you trying to sell a put option (cash secured put) on Fidelity and stumbled upon the (354018) error? Here is the full error message: (354018) The equity or index sell put option order you are attempting to place requires cash in the account equaling the exercisable value of the option. The exercisable value is … Read more
