Support Articles

How to Remove Pattern Day Trader Status on Fidelity

A day trade occurs when you buy and sell a security on the same trading day. Fidelity defines a pattern day trader as any customer who executes four or more “day trades” within five business days.
Once you reach this limit, a Pattern Day T…

Can I Get a Cashier’s Check From Fidelity?

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. A cashier’s check is a form of payment insured by the bank…

How To Exercise an Option on Fidelity (Beginner’s Guide)

An options contract gives the buyer the right, but not the obligation, to buy or sell an underlying asset at a specified price on or before a specific date. If you own options, you need to know the expiration dates to decide what to do wit…

What Are the Limits on Fidelity Debit Card and ATM Withdrawal?

Fidelity Investments is a financial services company that offers a wide range of investment options, including mutual funds, ETFs, and stocks.
One of the company’s standout features is its Fidelity Debit Card, which allows account holders …

How To Get Notified When a Dividend Is Paid on Fidelity

If you have a Fidelity account, you can sign up to receive email or text alerts when a dividend is paid on any of your ETFs or mutual funds. It even works for equity, such as Apple.
In addition to alerts, you also have control over how you…

Fidelity Affiliate Program: Do I Get Referral Bonus?

Fidelity Investments does have a referral program. If you have a friend or family member who is interested in opening an account with Fidelity, you can refer them to the company.
However, unlike other investing affiliate programs, like the…

Fidelity “We were unable to verify your identity”

If you’re trying to create an account with Fidelity and see the message “We were unable to verify your identity,” it usually means that the information you entered doesn’t match what they have on file.
To fix this, simply update your infor…

How Much Does Fidelity Charge for OTC Stocks?

You can buy OTC stocks on Fidelity by using the broker’s mobile app, website, or by calling a representative.
When placing an order, you’ll need to provide the stock’s ticker symbol and the number of shares you want to buy.

Does Fidelity …

Is “” a Scam or Legit Website?

Someone asks:

So I just received an email alert from my Fidelity account, but the link is apparently from a website with the domain fidelityinvestments com.
Does Fidelity own that domain or is that a phishing site?

Fidelity Investments i…

Fidelity Error (040989) Invalid debit/credit order type

Someone asks:

I have a covered call option opened in my Fidelity account. I was given this trade error when I tried to roll the covered call.
(040989) Invalid debit/credit order type. This order requires a credit (amount to be received) b…