A wash sale occurs if you sell shares at a loss and buy additional shares (even in another account) of the same or substantially identical security within 30 days before or after the sale.
The Wash Sale Rule prevents an investor from obtaining the benefit of a tax loss without having reduced the investment. Under the rule, the loss is treated as "washed" when the new shares are acquired. The holding period of the originalshares is added to the cost basis of the reacquired shares and is deferred until the reacquired shares are sold.
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A list of securities you want to track. You can include stocks, mutual funds, money markets, options, and indexes in a watch list. You can create up to 15 watch lists and each watch list can have up to 50 securities. The 15 watch lists include any you might have created using the Watch List feature under the Research tab as well as those you created using Fidelity Active Trader Pro® and Alerts.
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The name you give a watch list and that is displayed when you view a watch list. Watch lists displayed using Watch Lists on Fidelity.com can have a name up to 25 characters in length. Watch lists created using other features can have names that are longer. If you view a watch list with a name that is longer than 25 characters, the first 23 characters display with the suffix -a (e.g., My early retirement wat-a).
Also, now that all of your watch lists are available regardless of the feature you used to add them (e.g., add watch lists using Fidelity Active Trader Pro® and Fidelity.com) it is possible that you may have watch lists with the same name causing duplicate watch list names. Watch lists with duplicate names display with the -a suffix.
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Short-term option contracts listed on Equity and Indexes, typically each Thursday, that expire eight days later on Friday. An exception to this standard are options on the CBOE Volatility Index, VIX, which typically expire on the Wednesday of each week.
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Williams %R is a momentum indicator that measures overbought and oversold (bullish) levels.
When the indicator reaches the levels of 80-100 it suggests the security is oversold. Conversely, readings in the 0-20 range signal overbought (bearish) conditions.
The Williams %R indicator in BigCharts references the following default parameter: Number of Bars - 10 Bars.
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Wilshire 4500 is a market capitalization-weighted index of approximately 6,500 U.S. equity securities. The Wilshire 4500 includes all the stocks in the Wilshire 5000 except for stocks included in the S&P 500.
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This field signifies the dollar amount to be redeemed and distributed from the specified account. This represents the gross redemption amount. The amount you actually receive will be the amount after any federal tax withholding, state tax withholding, and applicable fees are deducted.
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The end of the period of time during which you can withdraw from an Income Advantage annuity.
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When requesting an IRA distribution, withdrawal method refers to the way in which the proceeds from the withdrawal are to be distributed. Depending upon your eligibility, the following options display:
- Directed to non-retirement Fidelity account
- Generally, the proceeds from the withdrawal will be available the next business day.
- Directed to your bank using Fidelity Electronic Funds Transfer
- Generally, the proceeds from an IRA withdrawal will be available in 1 to 3 business days.
- Sent by check to mailing address
- Generally, you will receive the check within 5 to 7 business days.
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The withdrawal type that displays on the Withdraw Money from Your IRA screens depends upon your date of birth. There are several types of withdrawals that can be requested on Fidelity.com:
- Normal, if you are age 59 1/2 or over
- Early, if you are under age 59 1/2
- Early due to disability, if you are under age 59 1/2 and disabled (Note: You must satisfy the IRS definition of disabled).
- Distribution due to Death, if you were listed as the beneficiary on an IRA. In this case, you will be requesting a withdrawal from a Beneficiary Distribution Account.
- Distributions due to death are not subject to the 10% premature distribution penalty even if you are under age 59 1/2 and request this type of distribution.
For all other types of distribution, call a Fidelity representative at 800-544-6666.
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This field signifies the account from which the funds will be redeemed and distributed.
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The total amount you have withdrawn in the Current Contract Year.
The federal income tax dollar amount withheld from the proceeds, after an order to exercise non-qualified stock options executes. Your employer is required to report taxable income from the sale of stock options and to remit the withholding amount to the appropriate regulatory agencies.
- restricted stock awards and restricted stock units upon vesting.
- performance share/units upon payment.
- total shareholder return units upon distribution.
Your employer is required to report taxable income and to remit the withholding amount to the appropriate regulatory agencies.
Based on the current price and call schedule for a bond, this is the date when the bond is most likely to be called or redeemed.
On the Historical Analysis screen, this is the worst market return based on your asset-allocation mix over a 35-year period. The worst 1-year average market return and then averages for 5-year periods up to 35 years are shown.
The analysis uses your portfolio's or one or more selected accounts' asset-allocation mix to calculate the percentages. Then, the historical performance information is calculated for that asset allocation using general market indexes.
On the Historical Analysis screen, this is a graph of the worst values returned from the market for your asset-allocation mix over the time period that are shown.
The analysis uses your portfolio's or one or more selected accounts' asset-allocation mix to calculate the percentages. Then, the historical performance information is calculated for that assets allocation using general market indexes.
