Young and Older Folk Portfolio Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Young and Older Folk Portfolio

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: garygr	12/11/2025 7:36:31 PM
	Read Replies (2) of 23873

*BREAKING NEW* *jUST WHEN i THOUGHT i WAS DONE WITH fIDELITY pERFORMANCE, THIS MESSAGE JUST ARRIVED FROM fIDELITY:* I am sending this email regarding the YTD performance returns as seen on the old experience vs the new experience. More specifically, the new experience was showing a different YTD Market change from the YTD market change for Old experience. When you are reviewing the market change calculations, the different in the new experience and the old experience is how accruals are treated. For the new experience, the calculation is below: Market change calculation: Ending balance - dividends - interest - accrued dividends - accrued interest - deposits + withdrawals net advisory fees - beginning balance. The old experience will take the Market change add in any accrued interest and dividends. If you have further questions, you should a contact a Fidelity Service representative by calling 800-544-6666. Associates are available 24 hours a day, 7 days a week. As always, we appreciate your business and have a very good week, Mr. Robin. Gerald

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next