fidelity.com

1.3
1.3 Based on 160 reviews

...

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Ugin Rapoport
I placed a very simple trade to sell 166 shares of a security. Received an Order Preview (with scree

I placed a very simple trade to sell 166 shares of a security. Received an Order Preview (with screenshot as all my screen activity is recorded), yet somehow the system executed a Sell Order of my entire position (922 shares).
This of course means I am on the hook for all of that capital gains tax because of the erroneous 756 shares sold. I tried to speak to every department at Fidelity, especially since I have a screenshot of the order that should have been executed. Absolutely nothing got resolved. I therefore had to file a complaint with FINRA.

1
Date of experience: Mar 26, 2026

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