Fidelity Gain/Loss Column Missing After Account Transfer

When you transfer stocks between Fidelity accounts, it’s normal for your gain/loss data to temporarily disappear from your Positions page.

This is due to the technical process of transferring shares between accounts, and it might take a few days for the system to update and display the information accurately.

Patience is Key

Several Fidelity users have shared their experiences, and here’s what they have to say:

• Steve L: “I’ve transferred stocks between accounts before. Give it a day or two, and things will return to normal.”
• Jackie K: “Be patient. It took some time for my transferred stocks to show up.”

What About the Cost Basis?

In addition to the total P/L missing, Fidelity may also remove the cost basis from your account. Don’t worry; it’s just a temporary event.

If you’re concerned about the cost basis, look at the bottom of your Fidelity’s positions page. There may even be a link that explains that the cost basis requires an overnight cycle to be properly displayed.

In Summary

Missing gain/loss data in your Fidelity account after transferring shares is common. It’s important to be patient as the system updates, which may take a few days.

If you have any further concerns or questions, don’t hesitate to reach out to Fidelity’s customer support for assistance.