[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]
tasks
- Subject: tasks
- From: robert
- Date: Thu, 12 Sep 2024 00:07:49 -0700
expect call at 8am until 10am
EDD eligibiity phone interview
phone number change request: #C177350459
deal with unemployment
get letter about position termination
put SSN or EDDCAN on letter
company letter
send letter about position termination to EDD before Mon Sep 16
prepare for further retirement analysis
switch core cash positions to be money market instead
call 800-544-4442 if cannot do it online
Chat with us
Please wait while I prepare to connect you with a Fidelity representative.
I can connect you with a representative. What's your question about?
Buttons below are suggested questions:
Account help (trading, moving money, etc.)
Technical support (access, device issues, etc.)
Annuities or life insurance
Fidelity Crypto®
Workplace savings plan (401(k), 403(b), etc.)
Other
how can I move a single asset from one account to another without having to sell it first?
Please select the type of question you have.
Please share some details so our representative can best support you.
Please wait a minute while I connect you with a live chat representative. There may be a brief delay before the chat appears.
Session has been authenticated
Thank you for contacting Fidelity Investments. All interactions are subject to recordkeeping and monitoring. Brokerage chat representatives are registered with Fidelity Brokerage Services LLC and are able to accept only trading requests to buy, sell, or exchange mutual funds in retail self-managed accounts. They are unable to accept trading requests to buy, sell, or exchange any other securities or digital assets, or to process any transactions in your retirement savings or benefit plan, nor do they provide legal, tax, or investment advice. Brokerage services are provided by Fidelity Brokerage Services LLC, a member of NYSE and SIPC. 866914.12.0
New party ('Jeffrey') has joined the session
Good day! Thanks for choosing Fidelity. I hope you're doing well. My name is Jeff, with the Client Service team. I'm happy to assist you.
I understand you have some questions about moving shares?
yes
I briefly got disconnected.
Yes, I'd like to know about how to move shares between Fidelity accounts without having to sell them.
It should take about 2-3 minutes to go over this. We would be able to process that transaction over the phone, please give us a call at 800-544-4442 and we would be happy to process that transaction for you
Is there a way I can do it online without calling?
It may allow you to transfer shares between accounts on this page https://digital.fidelity.com/ftgw/digital/transfer/?quicktransfer=cash-shares, however if it doesn't allow you to select shares you would need to call in
OK, yeah, that's exactly what I found when I used that. So, calling the 800 number is the only way to workaround that limitation?
Fidelity:
That is correct
End Live Chat
Type your question here...
answers will appear above the text input Submit message
947407.1.0
Fidelity Investments
Copyright 1998-2024 FMR LLC. All Rights Reserved.
Terms of Use Privacy Security Site Map Accessibility Contact Us Share Your Screen Disclosures Opens in a new windowDo Not Sell or Share My Personal Information
This is for persons in the US only.
Feedback Link
add beneficiary to Roth IRA
call ex-co-worker
Suresh @ 953-019-4668
meet with Amber the cat sitter at 2:30pm
buy more dish soap
put books and magazines into mailbag
fail to fix cat feeder due to motor problems