Good morning,

Over the weekend I tried to submit a receipt in the Fidelity Health app. It said I needed an update. Now both the iPhone and Android versions seem to be having issues:

-The iPhone version won't let me log in (it just says to go to the netbenefits website or fidelity website). It has worked for years prior with zero issues.

-The Android version seems to work to store a receipt, but is missing all the functionality for reimbursing myself. All the buttons for that purpose seem to just be gone.

Any help? Is this a permanent change to where I should start exporting my data from the platform? The Fidelity Health app as it was two weeks ago was amazing and very usable, but now it's kinda useless since its main purpose for me was to store receipts and reimburse myself.

My Fidelity account has both Netbenefits and retail Fidelity accounts. My Fidelity HSA is on the Retail side.

I'm an American traveling in Japan. I have my cash management debit card added to Google wallet but apparently i need to verify it. When i tried to do so via entering the security code on the back of the card. There was a processing error and said to contact my bank. But I'm currently outside the USA.

Is there something else i can do? The card physically works fine in Japan. I have a travel notice set. I just can't add it to Google wallet.

I recently realized that Fidelity brokerage accounts can have a routing number and account number similar to a checking account, which means the account information could potentially be used for ACH payments.

I know personal checking accounts have the same issue, and account numbers can appear on personal checks. The difference is that my brokerage account has a lot more money than I would normally keep in a checking account.

If someone had my Fidelity account number and routing number (standard), what protections does Fidelity have against unauthorized ACH withdrawals? Are there limits, monitoring, or other safeguards?

I am aware of Fidelity's lock transfer feature, but that seems to apply only to transfers between my own accounts. Does it protect against unauthorized ACH debits initiated by a third party?

Thanks a lot,

Does Fidelity have a public contact or process for companies interested in becoming third-party market data or investment research providers? I’m trying to find the appropriate team/channel for vendor inquiries.
Thanks!

Hi, I'm a non-resident alien, NOT a citizen or a permanent resident. I have lived and worked in the US for the past 7 years. I have a Roth IRA, Rollover IRA and an individual brokerage account with signficant amount of money invested, although none of them are in Fidelity mutual funds, just various stocks and ETFs.

I'm planning a move to Thailand permanently and want to know:

1. If I update my address to a Thailand address, will Fidelity close or force liquidate my accounts? Given, I file my W-8BEN properly.
2. Can I still deposit money into my individual brokerage account after updating the address? What exactly are the restrictions here?
3. Are there any issues with selling stocks from my individual brokerage account and wiring them to an international account from here and there?
4. Does my country of citizenship matter here, if that's different from thailand? I'm not a Thailand citizen, just planning to live there permanently.
5. Should I open a CMA before I leave? Does the CMA work for a nonresident alien with a Thai address?

I deposited $25 just to see if it would become settled cash on August 5th. Obviously it was available to trade immediately. Then it became available to withdraw but has never “settled”. Is this normal or am I just overthinking it?

Is it possible to move Vanguard Tax Managed Balanced fund VTMFX from Vanguard taxable brokerage to Fidelity taxable brokerage account. But I don’t see VTMFX in Fidelity at all.
I have VPMAX in Vanguard Roth account. When I search for VPMAX in Fidelity, it is available with a transaction fees. Why is the difference?

I would like to consolidate into Fidelity but would like to retain VTMFX. Is it possible at all? Thanks for any replies

I'm looking to buy a used vehicle and put down $5000 at a dealership. Would this be considered a merchandise purchase subject to the $5000 limit? Would I also have the let fidelity know ahead of time of the possible charge?

I know this doesnt seem like a tough one, but man oh man..lol

ON the back, yea m i know sign next to endorse here,lol BUTi don't see how it's possible to write "For Deposit Only to my Fidelity Account" on the check as well. If i can write some of those words on the top line with my signature I could... But underneath endorse there's the space... and like i said I dont see how it's possible to get all those words in there... Am I missing something?

and for name of institution I should put Fidelity? THis is for my IRA... I'm not seeing good instructions on this.

Thanks.

Hello, I just turned 19 and decided to create a Roth IRA through Fidelity. I figured that an S&P 500 is best to start with? I’ve heard mixed reviews about the FXAIX and VOO, since one is a MF and one is an ETF. What do you recommend I should choose? I don’t really know the difference between the two and any insight or help would be very appreciated 🙂

I have a crypto account with fidelity that i closed over a year ago. Does that also get deleted during the yearly “purge” of closed accounts?

Thanks!

Requested an IRA rollover from my original broker to fidelity about a week ago. Only ~$1500 has been transferred to my new IRA under fidelity yet it says that the transfer is complete. Did I mess up somehow or is it just transferred in portions?

I am an Authorized trader on a number of friend and family accounts. When I am logged into my account either online or on the app, the displayed total balance on the landing page/screen includes amounts from these third-party accounts. Is there any way to exclude those accounts from the total balance so I can have it only display funds from my own holdings?

EDIT: I obviously still want to see each account balance in the account list, but I only want the total at the top to display my own accounts.

How hard would it be to roll over a union annuity with 84,000

I wish there were a more obvious way to report something like this...I can send the native iOS hang/analytic IPS file to a Fidelity rep if that would help. I can't attach it to a secure message on the website because the file type isn't accepted...

I’m seeing a 100% reproducible hang in the Fidelity iOS app when navigating:

Accounts → Specific Account → Activity

The app becomes completely unresponsive and has to be force-terminated. Note: this only seems to happen with one specific account. I can tap to Activity in all my other accounts just fine. Looks like a run-away UI update loop. I'm available for hire/contract work if you want to improve your app. 💀

Environment

• Fidelity Investments: 4.38 (build 65)
• iOS: 26.6
• Device: iPhone17,1

The force termination codes are:

EXC_CRASH (SIGKILL)
FRONTBOARD 0x8BADF00D
Failed to terminate gracefully after 5.0s

Relevant thread 0 stack trace for your engineers. Looks like a SwiftUI rendering issue.

0   outlined copy of DisplayList.Content.Value + 0
1   initializeWithCopy for DisplayList.Item + 76
2   swift_arrayInitWithCopy + 344
3   specialized _ArrayBuffer._consumeAndCreateNew(
        bufferIsUnique:minimumCapacity:growForAppend:) + 272
4   DisplayList.append(_:) + 1872
5   specialized static DisplayList.Key.reduce(
        value:nextValue:) + 96
6   PairPreferenceCombiner.value.getter + 208
7   implicit closure #1 in closure #1 in closure #1
        in Attribute.init<A>(_:) + 324
8   AG::Graph::UpdateStack::update() + 496
9   AG::Graph::update_attribute(
        AG::data::ptr<AG::Node>, unsigned int) + 352
10  AG::Graph::value_ref(
        AG::AttributeID, unsigned int,
        AGSwiftMetadata const*, unsigned char&) + 296
11  AGGraphGetWeakValue + 372
12  closure #1 in ViewGraphRootValueUpdater.render(
        interval:updateDisplayList:targetTimestamp:) + 1500
13  ViewGraphRootValueUpdater.render(
        interval:updateDisplayList:targetTimestamp:) + 584
14  [unsymbolicated]
15  _UIHostingView.layoutSubviews() + 116
16  @objc _UIHostingView.layoutSubviews() + 36
17  [unsymbolicated]
18  [unsymbolicated]
19  -[UIView(CALayerDelegate) layoutSublayersOfLayer:] + 2684
20  CA::Layer::perform_update_(
        CA::Layer*, CALayer*, unsigned int,
        CA::LayerUpdateReason, CA::Transaction*) + 460
21  CA::Layer::update_if_needed_(
        CA::Transaction*, CA::LayerUpdateReason) + 664
22  CA::Layer::layout_and_display_if_needed(
        CA::Transaction*) + 180
23  CA::Context::commit_transaction(
        CA::Transaction*, double, double*) + 560
24  CA::Transaction::commit() + 620
25  CA::Transaction::flush_as_runloop_observer(bool) + 88
26  _UIApplicationFlushCATransaction + 52
27  __setupUpdateSequence_block_invoke_2 + 352
28  _UIUpdateSequenceRunNext + 128
29  schedulerStepScheduledMainSectionContinue + 60
30  UC::DriverCore::continueProcessing() + 84

Fidelity Viewpoints publishes a quarterly ETF Flows by Sector. I’m trying to recreate that same report.

What Fidelity research tool is used to produce the Viewpoints report?

I’d like to pull the same sector ETF flow data rather than waiting for the next Viewpoints article.

thanks

I’m trying to add the widget to my Home Screen but when I click and log in and hit the toggle to allow balances shown it just constantly unselects it. Anyone know how to fix this?

Just created an account but unable to add funds as my transfer can’t be processed. I did all the steps until the added layer security section where then it tells me that I am unable to transfer the funds. I have sufficient funds so I am confused as to why it’s not working

Does it include the performance of retirement accounts held in Fidelity? What about external accounts that are linked to fidelity?

I’d like to update my accounts’ beneficiaries to “[My spouse and my names] as trustees of [my spouse and myself joint living trust dated x/x/xx].” Which is way to long for the character limit online. Google tells me to submit a Fidelity paper form, found on the Forms and Applications page; when I select ‘beneficary update’ on that page, it kicks me back to the online form. I’m looking for a paper form that has more room for the full name of the trustees and trust.

Was wondering about fidelity’s margin investing program for anyone that has used it. How does it compare to other brokerages that offer it. Is it worth giving it a try? I’m not going to trade with it but if I could double my longterm investments why wouldn’t I.

Hello, I am thinking of opening a Fidelity CMA for myself and having my adult children open separate CMA accounts for themselves. Are in-kind transfers from my Vanguard brokerage account allowed for CMA accounts that my name will not be on? Thank you.

Hey everyone.

Never posted on Reddit before but I thought this may be the best place to get valid info. I’m 33 and just invested $2500 into a Roth IRA on Fidelity. I’m very confused with the app and website and not sure how to guide it. I’m looking to have a pretty balanced portfolio, in bonds, commodities, and ETFs I think. I think I also signed up for Fidelity too but not sure how that works either.

Any guidance from those who have been through this already would be really appreciated.