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Order Status allows you to review your orders and attempt to cancel or cancel/replace eligible orders still pending execution, all from your internet-ready phone. (Eligible orders include domestically traded, equity buy and sell orders placed through Fidelity Brokerage Services, Inc.).
To Review Orders-
- After logging in, select Order Status by pressing #5 on the keypad, or move the cursor to selection and press hotkey for OK.
- If you have multiple accounts under your SSN, select the account you want to review by pressing the appropriate keypad # or moving cursor to selection and press hotkey for OK.
- Select which order status to review-Open Orders, Filled Orders, or Partially Filled Orders- by pressing the appropriate keypad # or moving cursor to selection and press hotkey for OK.
To Attempt to Cancel an Order-
- Review orders listed in Open or Partially Filled Orders, and select appropriate keypad # to select order to attempt to cancel, or move the cursor to the selection and press hotkey for OK.
- Press “1” on the keypad for Cancel or move the cursor and press hotkey for OK.
- Your Cancel Preview screen will display order detail and an explanation that the attempt to cancel an order is on a best effort basis and subject to prior execution. Press hotkey for OK.
- You are provided with a new trade confirmation number, indicating your cancellation request has been entered with fidelity. Please note:
- The confirmation number does not indicate the original order was actually cancelled, only that the cancel order was placed.
- Your cancellation order is subject to prevailing market conditions and prior execution of your original order.
Press hotkey for OK to return to Order Status menu.
To Attempt to Cancel/Replace-
- For Order Status menu, select Open or Partially Filled Orders by pressing appropriate keypad # or move cursor and press hotkey for OK.
- Review orders and select order to attempt to cancel and replace by pressing appropriate keypad # or moving cursor and press hotkey for OK.
- Select Cancel/Replace by pressing “2” on the keypad or move the cursor and press hotkey for OK.
- Select criteria to be changed by pressing appropriate keypad # or move cursor and press hotkey for OK.
- After making desired edits, press “5” to submit or move cursor and press hotkey for OK.
- Review the Cancel /Replace Preview screen for accuracy. Press hotkey for OK to submit replacement order. Note: Fidelity will attempt to cancel or replace an order on a best effort basis.
- You are provided with a new Confirmation number, indicating your replacement order has been entered with Fidelity. Please note:
- The confirmation number does not indicate the original order was actually cancelled, only that the cancel order was placed.
- Your cancellation order is subject to prevailing market conditions and prior execution of your original order.
Press hotkey for OK to return to Order Status menu.
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