Learn about how to get the most of your account on Fidelity.com, including frequently asked questions, how-to articles and videos.
If you’re a US citizen and find yourself subjected to backup withholding on your Fidelity account, there’s a straightforward process to address this issue. Backup withholding is typically imposed by the IRS if there’s an issue with your Social Security Number (SSN) or Taxpayer Identification Number (TIN) certification, such as a name mismatch due to … Read more
Tools like Mint or Personal Capital (Empower) can be a game-changer when managing your finances. However, recent concern has been raised about the potential risks of providing your Fidelity login details to these platforms for account aggregation. What happens if your Fidelity account is hacked through a third-party app or website? Undoubtedly, someone could get … Read more
If you’re like me and have been trying to set up a linkage between Fidelity and another institution using Plaid, you might have hit a few roadblocks. From what I gathered, many Fidelity customers also need help with this process. Fortunately, there are alternative methods to get your accounts connected smoothly. Here’s a step-by-step guide … Read more
Are you wondering if your CSP or cash-secured put is eligible to earn interest on Fidelity? Many Redditors have shared their success stories about selling cash-secured puts to earn additional income (premium) while also making money on the interest from the cash being held in their SPAXX core position. In this blog post, I’ll give … Read more
Have you recently encountered the error message on the Fidelity website that reads, “Fidelity is currently unable to provide external digital account information. Please try again later.”? This error appears when a previously linked external account with Fidelity is no longer active. For example, you may have previously integrated your Coinbase account with Fidelity’s FullView. … Read more
One common question around Fidelity’s Treasury Only Money Market Fund, FDLXX, is its state tax exemptions. To shed light on this matter, this blog post will delve into how Fidelity handles FDLXX on tax forms and what investors need to keep in mind. How Fidelity Handles FDLXX on Your Tax Forms According to a Reddit … Read more
Recently, I received a letter from Fidelity Investments that left me both curious and puzzled. The letter stated that Fidelity currently holds assets to which I may be entitled, and it included a contact number for Fidelity’s Inherited Services group. Here is the full message: “This letter is to inform you that Fidelity currently holds … Read more