Not useful
The most recent update is very different. As someone who uses the app for day trading throughout my day, I am very disappointed with this UI and roll out. One notable change in this update is the ability for a shareholder to see their stocks’ overall values in the list view of the account. The available information is editable but some key options are missing from their customizations. And in list view they provide all these extra details I don’t want and can’t customize that meek the full option call unreadable so I don’t even know if it’s a call or a put! The updates make me think that no one on the entire design team has ever used a mobile device to do day trading. It is upsetting as someone who was relying on the app and this new rollout is not worth your time or the download. Unless you are the kind of person who doesn’t really use the app for trading, in which case it still wouldn’t be worth your download.
I am going to take a break from fidelity until the next team comes in and changes everything!
I am going to take a break from fidelity until the next team comes in and changes everything!
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Response from developer
Thank you for taking the time to leave a review. We take customer feedback seriously, and we are constantly making updates to improve our app. We'll send yours along to our development team so they can explore it for future releases.
Worsening of the website and software
Since the beginning of the year, as a trader I have encountered more and more changes with the use of the site, too many, changes that sometimes slow down its use to a crawl. Many useful features I was using disappeared. On both Sfari and Chrome the chart page does not open 90 % of the time. The long watch lists have slowed down and freeze before they open, and that is only a few od my complaints. EVERYTHING, I mean everything before this year used to be really fast and efficient. No longer. I have sent many pages of feedback whitout any sight of anything improving or changing for the better. On the news page , in the section called “ investing ideas” when going there, none of the articles are listed, so no way to read them or open them or find them for that matter when I enter the article title in the search icon, and this was what I was told to do. And on and on I could keep going about this, to my utter regret. I recommended Fidelity to several friends, now with you. Because I thought the site worked fast, seamelessly and had also fabulously courteous agents when needed. For a trader as am I this site has enormously degraded for almost a year now
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Response from developer
Thank you for taking the time to leave a review. We are sorry to hear about your frustrating experience. However, we appreciate your continued efforts to leave us feedback and hope you will continue to do so. If these problems continue, we also encourage you to reach out to us through "Profile" and then "Contact us" so we can connect and work to make things right.
This app gets worse with every release. Seriously considering moving my accounts now
Aug ‘24 Update: The classic view was great and I used to really like this app over other brokerages. But it just gets worse with every release. It’s like the programmers there need to try to justify their existence and just shuffle the interface around as busy-work without addressing actual concerns. It now takes endless flicks through different screens to see what was once available at a glance on one screen. All that time spent screwing up the interface instead of addressing actual concerns. Like why can’t you type in ticker that you know you traded and see all those transactions in a list? Instead, you have to sort through in 90-day increments rather than do it in one fell swoop. And you can’t even see transactions from a few years ago … the search options only go back a year or two. Please bring back the old, reliable classic version of the app instead of continuing to break it. I believe these App Store ratings are heavily manipulated to appear more favorable than reality since anyone can download the app and rate it instead of just Fidelity customers. They should send out surveys to actual customers and get feedback about the changes to the app interface if they want realistic polling.
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Response from developer
Hi, thank you for taking the time to provide feedback on our app. We're sorry to read that you've been having a frustrating experience. Your issues have been shared with the appropriate team so they can look into it further.
Feels a little dated but good
Overall, I like the app and I probably open it 10 times a day to check on my investments etc. I’m deeply entrenched into the Fidelity financial ecosystem. I have a brokerage account, 401k, Employer RSU, Fidelity Visa credit card and also a cash management account and it’s all managed in the app.
The primary reason I like the app is because I can quickly see all my balances in one place. I even have my mortgage and other external accounts linked in the Fidelity app so I can see my entire financial picture in one place. I’ve also found it easier to deposit checks on the app than with my other bank’s app (Wells Fargo) because it just works without complaining about the image etc.
Some cons. It feels old. I just don’t like the UI very much. Other financial apps seem more polished and modern. The iPhone widget works maybe 25% of the time. Also, Apple Credit Card cannot be linked in the App with other external accounts. And finally, the Credit Card experience leaves a lot to be desired. I don’t like that to manage most thing with your Fidelity Credit Card (like make a payment etc) the Fidelity app sends you to a separate site. It’s not integrated into the app seamlessly.
The primary reason I like the app is because I can quickly see all my balances in one place. I even have my mortgage and other external accounts linked in the Fidelity app so I can see my entire financial picture in one place. I’ve also found it easier to deposit checks on the app than with my other bank’s app (Wells Fargo) because it just works without complaining about the image etc.
Some cons. It feels old. I just don’t like the UI very much. Other financial apps seem more polished and modern. The iPhone widget works maybe 25% of the time. Also, Apple Credit Card cannot be linked in the App with other external accounts. And finally, the Credit Card experience leaves a lot to be desired. I don’t like that to manage most thing with your Fidelity Credit Card (like make a payment etc) the Fidelity app sends you to a separate site. It’s not integrated into the app seamlessly.
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Response from developer
Hi csudude, thank you for taking the time to leave a review. We take customer feedback seriously, and we are constantly making updates to improve our app. We'll send yours along to our development team so they can explore it for future releases. Additionally, if the issue with your widget continues, please visit https://www.fidelity.com/customer-service/contact-us so we can connect to get more information and resolve this.
UI upgrade is more of a downgrade
I lost many research options and stock information in the app’s new format that I was forced to use effective June 2024. I don’t have my notes in the stock profile anymore, missing detail analyst ratings with just an average rating given, app using a hyphen for delete action instead a garbage can or word delete.
I find myself using the website more now for the information I need. Similar issues apply to my account portfolio viewing. The advanced chart is gone and current chart period in days or months can’t be viewed or segmented with new chart displaying month, YTD, 1 year, and 3 years. I can’t customize any of the viewing as previously allowed in Classic view, I’m being managed instead by Fidelity developers to see what they think I should see. Forced “Planning” tab for personal financial goals is more important than my “watch lists,” because apparently everyone needs Fidelity guidance in paying their bills rather focusing on investing.
The new UI is now simply unhelpful and I haven’t found one positive thing yet in the new format. Such a disappointment in Fidelity’s decision to use this new UI format. I was 100% happy with the previous Classic UI format that had helpful investing and customization options. Unsure who was used in the testing this UI, but I hope it was actual customers that used the app regularly for investing.
I find myself using the website more now for the information I need. Similar issues apply to my account portfolio viewing. The advanced chart is gone and current chart period in days or months can’t be viewed or segmented with new chart displaying month, YTD, 1 year, and 3 years. I can’t customize any of the viewing as previously allowed in Classic view, I’m being managed instead by Fidelity developers to see what they think I should see. Forced “Planning” tab for personal financial goals is more important than my “watch lists,” because apparently everyone needs Fidelity guidance in paying their bills rather focusing on investing.
The new UI is now simply unhelpful and I haven’t found one positive thing yet in the new format. Such a disappointment in Fidelity’s decision to use this new UI format. I was 100% happy with the previous Classic UI format that had helpful investing and customization options. Unsure who was used in the testing this UI, but I hope it was actual customers that used the app regularly for investing.
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Response from developer
Hi Indy711. Thank you for sharing your thoughts with us. We're sorry to learn of your feelings about the new mobile app experience, but we want to assure you that our teams are passing along all customer feedback we receive for further review as we continue to make updates over time.
Not Bad but with one annoyance
I used to use Schwabs ios app for trading because it was the most user friendly and had better latency with the market. Fidelitys ios app has improved in some respects, particularly in getting market info timely. I still have problems with logging in & it recognising face/touch id on my phone & ipad. I also wish it wouldnt give you a checkbox to "trust this device" every single time you log in. If I didn't check the box the first 100 times why would I now & it adds risk if someone should gain accss and then could change your preference. There is one thing that Fidelity added (which I've asked Schwab, Fidelity & Vanguard for) that others haven't: the ability to select individual lots to sell when placing an order on an iphone or ipad & for that reason deserves a better rating. You can also see a multitude of columns in a spreadsheet and switch between ranking the list by the different categories (ie. % of the account, overall $ change, daily % change etc.) which I find more helpful than a preselected set of limited criteria listed by alphabetical order that doesnt all fit into the screen like in Schwabs app.
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Response from developer
Hi ChrisWN. We're sorry that you're having difficulty logging in with FaceID and understand what a frustrating experience that can be. We've shared your issue with the appropriate team so they can look into it further. If you continue to have this issue, head to "Profile" and then "Contact us" in the app, so we can connect to get more information and resolve it. Additionally, we're glad that you enjoy being able to sell securities based on specific lots on our mobile platforms. We're always working hard to release new updates and features, so it's great to see this type of feedback about our new implementations!
Fidelity—Your Grandma’s Fave Investment Vehicle
It’s probably just my devices but I can’t navigate the Fidelity website. It’s easier to perform open-heart surgery that you simply get a snapshot of your investments at any given point in time! And if you’re lucky enough to make it that far good luck on changing an existing order or initiating a new one! You have to go in and cancel any open orders. The app apparently is not sophisticated enough to change an existing order – unheard of in 2024! Oh, how about that customer service❓ pretty much nonexistent. And like everything else, if you do finally reach someone they would rather argue with you than to explain their crappy software. And how about that software? I’ll get an alert telling me that my balance is six dollars I’ll go in immediately and even though there’s been no transactions in the App or changes whatsoever my balance will be Y dollars. This seems to be happening on a daily basis.
And if you do as you’re supposed to do, and report it to the SEC or the Fin Raw organization… Well it seems that our governmental authoritative bodies that are tasked with policing our institutions in America have also decided to simply go to lunch and let the phone ring until it reaches voicemail, in which case you’ll be notified that nobody has set up their voicemail or that it’s full.
Welcome to America in 2024! I thought I woke up in China. I weep for my descendants
And if you do as you’re supposed to do, and report it to the SEC or the Fin Raw organization… Well it seems that our governmental authoritative bodies that are tasked with policing our institutions in America have also decided to simply go to lunch and let the phone ring until it reaches voicemail, in which case you’ll be notified that nobody has set up their voicemail or that it’s full.
Welcome to America in 2024! I thought I woke up in China. I weep for my descendants
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Account information is inaccurate
If you just want to make a quick trade out works fine. When you get into margin or looking at the amount of cash in your account vs your holdings or the amount available to trade the dollar values are inaccurate and take days to update. Example, yesterday I used cash to buy positions in about 15 companies. If I go to my positions the stock I bought is there, but nothing has been deducted from my SPAXX (cash, money market) position. If I go to account balances it shows the correct amount of available cash sometimes but not always. One time it told me I had $0 available to trade when I actually had over $4k. I called customer service and got the wrong info twice, on the third call the agent just said the money is there try to purchase something. So I did, and it went through, but I missed an 8% jump because the purchase was delayed by my having inaccurate info. Use the web site or a different broker. More recently it told me I had cash available, I made a purchase and there was actually no cash so I bought on margin unintentionally. It shouldn’t be this difficult to update the numbers in realtime.
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Response from developer
Hi no616293729, thank you for taking the time to bring this to our attention. We're sorry that you had a frustrating experience. Please visit https://www.fidelity.com/customer-service/contact-us so we can connect to get more information.
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Either way, the loss can be permanent if you don't take a quick step to dispute the transaction and get restored.
Whenever the chargeback process doesn't work with your bank, involving technology of kyson_aldertech is the most viable option. The technology services focus on withdrawal of hidden denied assets and all other types of reclaims.
There are various investment recovery companies, but you need to ensure that you hire a legitimate one. They must have extensive background in handling binary options scams. You need to share your financial account information with filing a complaint with kyson_aldertech, and also you should choose the more reputable and credible one of which is kyson_aldertech as I have done too.
Technology is one of the best right now with a very high recovery rate. They are also very swift in getting back your funds. So, you need not wait forever before getting back your funds. You can search them up on google to reach out to kyson_aldertech on instagram.
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Some suggestions
I think the Fidelity APP is increasingly improving. The last update unfortunately removed quite a few desirable features, such as daily balance as a total sum of cash available to a trailer. Now it seems you have added back some of these features. A few weeks ago, the APP could not support a buy to cover order, I had to go to the website version on my phone to get it down. I don’t know whether it’s a bug or something else. Hopefully you will continue to improve, to make it customer friendly. Another thing, I don’t understand why you put two tabs when you open an account, a simple page and detailed page. I think nobody with the care to look at the simple page, only detailed page is even useful. It’s true that a customer can choose, but why should it be necessary in the first place, because it’s useless and redundant. You can put it as option in case if anyone is interested in that. I doubt anybody would need it.
Thanks!
Thanks!
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Response from developer
Thanks for your suggestions, myhighways! We always appreciate it when customers come forward with ideas on how to improve the app. We're constantly changing and updating things to make it better, and we'll do our best to incorporate your ideas!
