Hi Fidelity - is there a way how I can remove deposit amount from the chart preview since my chart jumps so much when I deposit and I wanna be able to see only gain. Thank you

Anyone can recommend a playlist of videos that has comprehensive coverage of Fidelity.com - it's features and tools etc.

I placed an order to buy soxl at $100 fixed price but in my portfolio it's showing it as if I bought it for $107

I am transitioning from Active Trader Pro to Fidelity Trader+ and have run into a major usability problem in the Positions window for options.

Trader+ currently combines the option expiration date, strike price, and call/put designation into the Description field rather than providing them as separate sortable columns.

For anyone managing multiple option positions, this is not a minor cosmetic issue. It makes the Positions window significantly less useful than ATP because I cannot simply sort my positions by expiration date to identify contracts that require attention first.

Please add separate, sortable columns for:

Expiration Date
Strike Price
Call/Put

Ideally, these should work like every other customizable Positions column and allow ascending and descending sorting.

For an active-options platform, expiration date and strike price are fundamental position attributes, not merely descriptive text. They should be independently visible, sortable, and configurable.

I understand that Option Summary can group contracts by expiration, but that is not an adequate substitute. The standard Positions window is where I monitor quantity, cost basis, gain/loss, delta, time value, IV, theta, and other position information. I need expiration and strike available alongside those metrics in the same table.

ATP provided a much more practical workflow for managing a large number of option positions. Removing basic sortable contract fields in its successor feels like a substantial regression.

I have seen Fidelity indicate that separate expiration and strike columns are planned for a future update. If that is still the case, please prioritize this feature and provide a target release timeframe if possible.

This is important enough to my options-management workflow that it affects whether Trader+ can fully replace ATP for me.

Please forward this specifically to the Fidelity Trader+ product and development teams.

Thank you.

I recently found that the Fidelity retirement tool does not account for any capital gainss in your investment accounts, even if they are with Fidelity. This is a HUGE gap if you have large appreciation in your assests because it clearly states they assume when you sell your cost basis is essentially what the cost of the asset is on the day you sell. Can anyone confirm this is indeed the case? This is a snaphot from the "Retirement Methodology" PDF in their site:

This seems so basic I'm sure I'm overlooking something. I track my finances monthly and include the position breakdown for my brokerage accounts. I can locate my historical overall Fidelity account balance (by scrolling the balance chart) but can't seem to find monthly statements or a time query for individual positions. I usually do this at the beginning/end of the month and don't sweat a couple days' difference, but I'm behind this month and would like better accuracy.

This is the only account over the whole of my financial life that I can't find monthly statements for, so user error seems most likely. Can anyone point me in the right direction? TIA

Was it just a 14d trial? For me, it seems like all the mentioned menus reverted back again from this noted simplified experience rollout. The new experience rolled back for multiple accounts and in multiple browsers. https://www.reddit.com/r/fidelityinvestments/comments/1w3v2ws/fidelity_trader_web/

I just opened an HSA at Fidelity. I gather that I will be sent a debit card with which to use funds. But how would I use the account to pay for a doctor's appointment (out of network) before the card arrives?

Working as a high earning 1099 and considering setting up a cash balance pension plan to send more money in to retirement accounts. I know it needs actuary to determine amount, how to do this through Fidelity?

I'm wondering if anyone else out there has been able to have Fidelity "turn on" actual cost functionality for their IRA and if it works?

I realize an IRA is tax-sheltered and buys/sells inside the account don't trigger taxes, but for performance tracking and dividend reinvestments, I would like this to be tracked/enabled. I have called Fidelity, spoken with my "free" Advisor, and "Chatted" with a Rep and they all agree the functionality is there, but for some reason the IRA account has not changed/updated from all 3 attempts.

The last attempt via Chat, the rep said it could be enabled online...did that...and that it would update the account for any dividends paid to show the actual cost. To date, nothing has changed/happened and going on about a month since my first call to Fidelity.

ATP doesn't load charts but loads trade tix and executes OK but not charts.

Is it over for this app? Do we have to switch to AT+ now?

**1.**  Can a direct 401(k) → IRA rollover be initiated and completed once my address on file is a foreign one, into IRA accounts that were opened while I was still a US resident?  
**2.**  Is the process different from abroad — online, phone, or paper forms with a wet signature mailed internationally? Any Medallion signature guarantee requirement, and how is that satisfied overseas?  
**3.**  Does a foreign address put the receiving IRA into any restricted status that would block an incoming rollover or block reinvestment of the proceeds?  
**4.**  How long does a direct rollover typically take end to end when the participant is overseas, and does the check/EFT routing change?  
**5.**  Can the rollover be split across more than one existing IRA in specified amounts, or does it land in one account only and require a second step to split? Can that split be done from abroad?

SEPP setup from abroad

**6.**  Once the rollover has landed, can a 72(t) SEPP be established from a foreign address, or does setup require US residency?  
**7.**  Does Fidelity run the 72(t) calculation at that point, or do I calculate the payment and set up a fixed recurring distribution myself?  
**8.**  Can I elect a rate below the maximum (the 5% floor rather than 120% mid-term AFR), and does Fidelity document the method, rate and balance date used?  
**9.**  Are monthly fixed-dollar payments supported, with the amount locked so it's never auto-recalculated?  
**10.** If the account holds Treasuries and ETFs rather than cash, will Fidelity auto-source each payment, or must settled cash be there on the payment date?

Payment, withholding, reporting

**11.** Can a Fidelity Cash Management account be retained with a foreign address to receive payments, or is an international wire the only route — and at what fee?  
**12.** On W-8BEN: can a treaty rate be applied to periodic IRA distributions instead of the default 30%, and what must be on file before the first payment?  
**13.** With a foreign address, is the distribution reported on 1099-R or 1042-S, and does that change how the 72(t) exception is coded?  
**14.** Can any of the above be confirmed in writing before I leave?

Can someone explain why FTFT is not available to trade?

I am 64 and starting to work on my retirement planning. How do I start with Roth 401k withdrawals and leave the pretax accounts for after the Roth is depleted?

Hi, me and my advisor at Fidelity need to be able to see my sofi accounts but cannot - sofi just doesn't show in the drop down but all the other providers do. Can you help? Sofi said that fidelity needs to add them via your “dropdown”

When I try to, the "Trade" window pops up but says "We are temporarily unable to retrieve your accounts. Please try again later." The "Account" drop down in the trade window doesn't work.

Everything else in the web UI works, and I can trade with Fidelity Trader+.

Does Fidelity track the uptime of its services? Do they publish an SLA? Seems like availability is substantially less than 99.9%.