Fidelity Investments Customer Service
- Fidelity Investments Customer Service
- Fidelity Investments App Comments & Reviews (2024)
- Fidelity Investments iPhone Images
- Fidelity Investments iPad Images
Invest at a firm invested in you. Fidelity’s secure and easy-to-use award-winning app gives you access to a broad choice of investments, expert insights, and investing tools—helping you make smart decisions with your money.
Secure: Fidelity is committed to your security with 2-factor authentication, voice biometrics, security text alerts, and money transfer lockdowns.
Easy: Get started with no account fees or minimums when you open a retail brokerage account. Plus, get commission-free trades for US stocks, ETFs, and fractional shares for as little as $1.
All-in-one app: Deposit checks, pay bills, track spending, trade stocks, and more, all backed by 75 years of Fidelity’s financial expertise.
Here’s how it works:
• Create an account
• Add funds
• Make your first investment
What’s inside the Fidelity app:
Powerful trading tools
• Trade stocks, ETFs, and mutual funds using industry-leading research and market analysis.
• Trade smarter with advanced charts and on-the-go technical analysis.
• Monitor markets and trading with real-time quotes.
Cash management
• Trade, transfer, deposit checks, and pay bills.
• Schedule transfers and automate investments.
Financial learning at its best
• Build your confidence in investing with podcasts, articles, videos, and more.
• From small classes and coaching sessions to large multi-session webinars, we have something to help you take your knowledge to the next level.
Alerts and notifications
• Receive timely, customizable alerts to help you manage your stock trading.
• Set price triggers so you never miss an entry or exit on your investments.
24/7 customer support
• Get state-of-the-art security in 2-factor authentication and voice biometrics.
• Tap to chat with a Virtual Assistant 24/7.
Accessibility
• Use enhanced voiceover and dynamic type.
To learn more, go to https://www.fidelity.com/mobile/overview.
Looking to manage your workplace benefits like a 401(k) or HSA? Download our NetBenefits® app in the “More by Fidelity Investments” section below.
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Fidelity Investments App Comments & Reviews
Fidelity Investments Positive Reviews
Updated review: Thanks for listening, Fidelity.Old review: “Fidelity has always felt customer-oriented and professional. Unfortunately, this apps User Interface (UI) fails to live up to that standard. In an increasingly digital age where attention spans are minimal and trading is readily accessible, Fidelity needs something with a greater focus on an active retail investor. Recent events have proved without a shadow of a doubt that the retail investor plays a large role in the marketplace today. This is unlikely to change. Fidelity’s current UI caters to an individual with multiple, minimally active accounts (accounts that may even be managed by Fidelity itself). Though this isn’t inherently bad, an overabundance of information can negate a customer’s ease of use. I would love to see a cleaner, quicker UI with much better access to brokerage.” Update: Recent UI and options level improvements have caused me to revisit this old review. Fidelity’s mobile app has finally made a shift to a cleaner, quicker UI that is more in line with other broker’s offerings. Though I feel the charting could still be improved upon, this new app is far superior to what was, and proves that Fidelity is listening to user feedback..Version: 3.77.1
Good but not greatIts one of the best I have come across so far but it has its flaws as well. First and most importantly theres no after-hours quoting on the app. Their IT department disregarded the most important feature? Anyways, also you have to sign a lot of paperwork to start trading normally. Any type of trade needs to be applied for and authorized pretty much. Many leveraged ETF's are not available. Pre-markets orders start from 7am whereas even a crappy online brokerage running from garage such as Webull allows 4am trading. Last but not least it would be nice of they gave credit in certain amount to start trading right away when you make a deposit. What I do like about Fidelity is that I know my money is safe with them and they have live customer service although sometimes you have to wait a lot to talk to a representatives. Still better than the crappy customer service Webull ( over-messaging ) or Ameritrade ( rude) or Interactive Brokers ( INDIA outsourced) provided. The app is great with customized news feed and detailed info of your stocks. The HEAT MAP is probably the best feature! I love it! The streaming is also smooth. Oh, I have to say the execution of the trades are FLAWLESS! The best trade executions I have seen so far. Like I said in the beginning one of the best brokerages out there..Version: 3.68
Now improvingI have investments with several brokerages (“don’t put all your eggs in one basket”) and so I have experience with apps from various companies. Right now Fidelity has the best app. It might seem a bit complex, but the organization is good and BEST OF ALL, the app doesn’t limit what transactions are possible. Too many brokerage apps provide limited information and functionality, which necessitates going to computer, browser-based access. Not so with Fidelity. So far I haven’t encountered any limits to what transactions I can do in the app compared to working on a computer. Thank you Fidelity. Nice job! Keep it up and I just might start shifting the larger chunk I have at another brokerage to Fidelity. One really big problem however. When you select an investment in an account to buy more, rather than the purchase defaulting to the account you’re working in, the purchase occurs in whichever account is listed first in your list of accounts. It’s frustrating. I’ve accidentally made purchases in the wrong account several times. The purchase should default to the account you were working in..Version: 3.83
Terrible new splash screenI’ve been a Fidelity investor for years and I specifically arranged my screens so I could see the market indexes without having to log in. Now, the first thing I see is a childish animation and a forced login experience. Shame on you Fidelity for moving in this direction. I’ve already switched to a friendlier app so I can take a quick glance at the market overview without having to log into something. Fidelity, you moved the usability needle backwards with that update. [Update Dec 2022] While I know you can’t please everyone, it’s not hard to get the little things right. Respecting a user’s personalization settings is one of those areas. Although I have the market overview set as my default splash screen, the app is stuck showing my portfolio. I don’t want to see that as soon as the app clears the splash screen, and I ESPECIALLY don’t want anyone nearby to see it if they are shoulder surfing. I love Fidelity as an investment house, but please put better people in charge of curating the customer experience. For an institution with as much prestige as Fidelity, I can’t understand how the digital side of the house is allowed to continue offering a product that’s really amateur hour. I’ll change my review when the quality and customer experience rises to a par with your competitors..Version: 3.77.1
InvestorHave been with Fidelity for over forty years. We started investing when we had our first two thousand dollars to get started. We were very frugal and managed to get our savings increased until we have enough money to buy stocks. From then on, we patiently kept investing, spent less on material things and it still amazes us how we could have become this rich. Fidelity has been very good to us. All the personnel we dealt with were very knowledgeable, kind and treated us kindly even we never look like millionaires. I have recommended Fidelity time and time again to those who are willing to listen. I have always gone to your seminars. At one time I drove all the way to Dallas to listen to Mr Ned Johnson so I can meet him personally. Never got a chance to talk to him to let him know how I think highly of the campany. My husband and I are very blessed for having connected with Fidelity since we started investing. It was the best decision we ever did fur the family. Our children went to school using our lifelong savings, and set a trusts for them, and now we are doing the same thing for the grandchildren. Rosé Sulistio.Version: 3.69
I can’t imagine a better financial service!😊I have been a very happy Fidelity customer for 35 years. I tried the big brokerage companies that offer personal service. What did I find out? They grew rich and I barely broke even, even in booming markets. Fidelity gives me the tools and the information I need to make the best financial decisions. My money has grown exponentially so that I can withdraw funds to pay big bills and still see huge gains to my portfolio. It isn’t rocket science. Research the highest yielding funds over the long and short term at the risk level you are comfortable with. Fidelity’s research is sooo darn easy that I can find and print off the research in minutes. I rebalance my funds, drop the dogs, invest in some new winners. It really is that easy. Need money transferred to your bank account? Click, click, you are done. Fees are extremely low too. Need help? Call the 800 number and their very knowledgeable Representatives will assist you quickly and cheerfully. Now I am the one making the money, not my broker. I have taught all of my children to invest with Fidelity and they are light years ahead of their peers financially..Version: 3.30
Mr.Every representative of Fidelity that I have ever had the privilege of being helped by has been very friendly, very willing to explain, help, and see to it that I understand the answer that is given me to the question I have asked. Bottom line, the Representatives of Fidelity are honorable, class act employees. Also, even though I read little of it, a library of helps for Fidelity clients is sent out several times a month. I am new at all of this and what I have written is likely very elementary to the Giants who regularly attend this field of knowledge. I'm just very thankful to have been advised to join what to me seems to be a solid and trustworthy business organization that believes that doing right makes right and ends right. Leadership, in my view is often the real difference between success and failure; leadership is most often the whole difference. So, there must be great leadership running Fidelity. Again, at least in my view, leadership is the difference. Especially when God is intentionally and purposefully at the Top in the hearts and minds of those at the helm! Hopefully, that's the case at Fidelity. God bless!!! Tino Huggins.Version: 3.29
RidiculousSlow response time! I have voice verification and they even can tell me who I am when I call, but the system didn’t recognize my apple phone update, so they locked out my account and made me physically drive to a branch office and present my ID, before they would unlock my mobile phone access spent 1/2 hour on the phone with two separate call centers then another our driving to and from their office presenting my drivers license to prove who I was. They didn’t accept my correctly answered security questions, I am a doctor and had to get this fixed during my busy day of patients. Not only this but it’s earnings season and I have over two million fully invested in the market with fidelity and took losses over $20,000 before they would simply unlock my access to trade. The totally absurd thing about their system is they said they would be happy to place a trade for me by telephone WITHOUT verifying my ID but would not unlock the phone I have been using for FOR weekly and daily trades over two years, in order to do the trades myself..Version: 3.39
Fidelity is where everyone should start.Before opening a brokerage account and giving up your personal information, it’s important to do your research to find out what your looking for. Fidelity is a popular choice for 401Ks, IRAs, and other retirement accounts. And thus, their platform is suited for that. Fidelity is best for the long term investor: one who does fundamental and technical analysis, is in tune with current economic and political implications, and reads analyst reports. It’s for the investor who has the big picture. If you’re looking to be an active trader, choose a different platform. What I will say about trading, however, is that long-term investing will help you to be an amazing trader. Being able to hold your positions during corrections and recessions will build the stomach needed to become a successful trader. If you’re looking for a bank for a checking or savings account you’re better off at a regular bank like Chase, BOA, or TD. But if you’re interested in saving or investing for the long term, Fidelity is the answer..Version: 3.69
Some suggestionsI 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!.Version: 3.87
Wash sale for stock that has not been sold for yearsFidelity marked wash sale for a stock that I have not sold any for years but adding shares. There was no such sale in the automatic confirmation received after buy/sell activities. They did not response (supposed to be in 24-48 hours) my first inquiry until I sent a second one. However, they did not respond to the second inquiry asking whether it was because my shares was loaned to someone else and caused a sale with a record in my account. I sent a follow up a week ago pointing out the my record showed no such sale and whether it was mixed with someone else account (by reviewing their response). The wash sale sign (supposed to be made in Dec. as they claim) just appeared recently beside the stock position. Not only have they responded to any of the further inquiries, but also the inquiries have all disappeared from the communication center, and their only response could not be reviewed . It appears to be a dead end..Version: 3.54.1
Getting Better - Improvements Can Be MadeAs a young investor my first stock trading app was RH. After some fickle things happened earlier this year I made the swap to Fidelity. I do miss RH’s ease of navigating around, but Fidelity came out with their Beta app on iPhone, and it’s pretty good so far for basic buy/selling etc. I can’t say for certain about anything else because I don’t do anything else other than buy/hold/sell. Some things that I would love to see for iPhone is an increase in customizing widgets from Fidelity. I’m given the option to either watch the top market makers or my overall balance for an account . One thing that I enjoyed about RH is they have widgets to watch specific markers from your watchlist or positions that you specifically hold. It’d be nice to be able to casually glance to see how X position is doing without needing to open the entire app. To lastly echo sentiment i’ve heard from other people, an update in the charting to make it more mainstream would also be appreciated. Overall moving in a great direction!.Version: 3.60.1
UX is Getting worst and worst with every new update.I’ve been using the Fidelity IPad app and Desktop view for years. I use to use it without much frustration other than limited column sorting. However, lately it’s getting more and more frustrating to use. Many of the most important features are hidden while unimportant summaries are splashed all the place to the point I have to navigate around them like obstacles. The table listing all of my investments with the columns of performance metrics should be available on the front page and clearly labeled if it is going to be hidden. Instead it’s buried 3 pages down with no clear button or call to action. I have to poke around every time I visit this app, to find the most fundamental tools. The buy button use to work good. You press the buy button, and you get all the fields you need to find the ticker and set the parameters. Now it’s broken out in to separate screens and if you want to change something you have to go back and forth loosing choices you already made. Plus there are buy features that are now missing in the process. If they are not missing I can find them. There isn’t enough room to go into all of it here but I’m very unhappy with the direction Fidelity is going in regards to the user Experience. I’m Getting the sense the designers are all inexperienced interns. Now I need to open my computer and see if I can still make a simple trade..Version: 3.76
A dumbed down version of the websiteI want to like the app, since that is what Fidelity seems to push. However, before I can love it, it needs to be much better. On the website, with a click of a button, I can see all of the details of a security, from earnings to dividends to analyst rating and news. On the app, I need to hunt that information, and I can’t perform the same depth of research or at least not easily. Of course, then there is everything else: closed positions, tax forms, the exit strategy view, rich visualizations, etc. If they are here at all, they are laid out differently and buried. If this is THE app, then THE app needs to recognizably duplicate all of the features of the website for me to prefer its use. At the moment, I only see this as a dumbed down version of the website. It is such a missed opportunity, too. iOS should be more feature rich than a browser, not less. They could have designed something more real time that more closely resembles Active Trader Pro. Instead, they went to the opposite end of the spectrum and gave us a crippled app..Version: 3.81
What’s the point!!!I have been a customer for many years and am very close to changing to another firm. Every time the change there website I have to call customer service and spend an hour sorting out why it isn’t working. The last time was when I was using an app that did not work with my account anymore. They said the change had taken effect a year before but someone in IT decided to lock out all the non conforming accounts. They did not alert the users or the representatives that I called who waisted over an hour trying to log me in. Then today I was traveling and got on my iPad and was told that I needed change my password and that I could only do this on my desk top. I tried to call customer service and was informed that it be approximately 30 minutes to talk with someone. Have to catch my plane so I guess I will not accomplish what I need to today. Why don’t you leave what is working alone until you can get apps launched that actually work..Version: 3.39
Excellent platformFirst and foremost I can easily buy and sell shares of stocks using the Fidelity platform and now there is no charge to trade . I also appreciate whatever money that is on hold waiting to be invested is automatically placed in an interest earning account that is significantly higher than what I can receive from my regular savings account in my bank . Everything has been very easy and clear from trading to moving money into my brokerage accounts with Fidelity. I use my Fidelity credit card frequently because 2% of that amount automatically goes right into my brokerage accounts at Fidelity per my instructions . There is always personal assistance I can speak to directly if I desire to do so . And lastly there are all kinds of webinars to further my knowledge about trading in general that I can take whenever I have the time to do so. I trust this platform and consider it excellent in executing my trades . I am really a beginner in my second year of trading myself and I love it ..Version: 3.40.1
Good app for monitoring your IRA accountI just chose Fidelity to roll my 401k over from a previous employer and they made everything every easy. There’s even a Fidelity Banking center 10 minutes away from where I live so getting to them were easy. I currently am invested in their Fidelity GO option because I don’t have $25k for it to be managed by a broker. Their app is easy to use and they are just a phone call away. You can also deposit your funds into their account via their website or via banking center. I choose them because my some of my previous employers used them for a 401k account and they’ve always been very helpful. However, when it comes to the tools of day trading they lack in this area because they don’t provide you with a detailed chart like td ameritrade but that fine because I don’t say trade with fidelity. I haven’t found a flaw in the app yet and the results have been positive so I have nothing to complain about. Keep up the good job!.Version: 3.31
Fidelity Trading Brokerage understands;-)Investing capital using this platform, that is to say, using Fidelity’s brokerage firm to buy and sell securities, has been the single best financial decision I’ve made in my life. At least up to this point;-) I have complete confidence in this companies integrity and honor. My fund are safe here. Their customer service is second to none, period. I’ve rarely, if ever, been put on hold when I call with questions or concerns. It generally takes less than 30 seconds for me to be connected with an actual human being! Can you imagine!;-). Every single agent representing Fidelity is a testament to the fact that Fidelity understands what it takes to have long term success in the worlds of finance and business. The people that represent a business are vital. They should embody the principles and mission of the company that they represent. Fidelitys staff are polite, well spoken and knowledgeable. I can sense their genuine desire to help me. If the agent that takes my initial call, doesn’t have the experience or insight necessary to answer my questions, they will, very quickly, connect me with someone who does. Fidelity seems to do business the right way, at least the same way I do. With honesty , respect, kindness and dignity. Myself, and, in time, my son and daughter, as well as, I imagine:-), our future generations, will be loyal customers. Thank you Fidelity. Sincerely, Jebediah Scoggins..Version: 3.87
They get it!Fidelity fully understood UI visual flow when building this application. For me it seems that their design team also figured in swipe movement [finger] to screen. Most other financial institutions who offer investment mobility focuses on desktop to keyboard similarity rather than small screen finger gestures. Why is this a problem: hassle work flow. What’s visually on the screen that’s important, swiping/scrolling trying get to what I/We need can cost us profits or make us money. I also like Fidelity makes explanation notes available on current screen rather taking me to URL which creates navigational confusion. Everything I wrote above keeps me interested coming back to this app rather using other apps which over simplifies and take tools away. So I am getting best of everything with Fidelity and I do like some separation with FidelityGo. Quick view conduct business and done. Again most important transactions are on screen with less need for constant finger play..Version: 3.54.1
Incorrect valuesThe app has worked fine for years. Now, numbers don’t match. For example, my daily change in summary says I am down a couple hundred bucks for the day, but the positions summary says I’m up for the day. Which daily gain/loss is correct? Some positions, with the same close value on the app versus desktop version, show different daily performance values. Which is correct? Desktop or app? I called support and they told me to just focus on current value to determine if my portfolio has increased or decreased. What is this 1982 and I need to keep a ledger of my positions? Really??? Don’t provide bells and whistles if the numbers are not correct? Don’t tell me it depends where there are pulling the information from. Pick one and stick with it. If I can’t trust a financial company to provide correct numbers, what good are they? Correct numbers is their job and telling me to do the math to track my portfolio is unacceptable in 2020..Version: 3.49
Deposits work 50% of the timeI loved this app. I only needed the deposit feature and being able to check my balance now and then. I deposited my checks twice a month. Now in the last few months it is hit and miss when I can get the deposit to go through. No different internet and no different phone. Same check look also. Something updated and now I have to attempt the checks to be updated at least a dozen times sometimes waiting till the next day because I don’t have the time to sit there. My checks are handwritten and the closest fidelity is not close. So I’m stuck begging it to not error on the picture and then go through and accept the deposit. Thankfully I only have to do this twice a month. I like the banking and the interest for my account which I’m not sure is worth the hassle of the deposits and no close bank to run it to when I don’t have the time to keep trying hoping it will accept it. :(.Version: 3.24.1
Good bank, app needs improvementI am satisfied with fidelity as a bank and the interface of the app is clean and navigable, but there are things that need to be changed. For one, I’m unable to see a single performance chart for any security. No matter the ticker or time horizon, I get the message “chart not available for this security” every single time without exception. This seems like a pretty glaring problem for an investment app where I’m curious about past performance. Right now I have to switch back and forth between fidelity and my Apple stocks app to find information which is a bit bothersome. Also, every time I exit out of a security’s page from the investments tab, the whole page reloads and brings me back up to the top. I assume this is to keep price information as current as possible, but it just makes navigation much slower if I want to check more than one security without scrolling through all my investments again. Again, I’m happy with the financial side of things, but these issues should be fixed..Version: 3.65
Great Customer Service and very efficient AppI have dealt with other brokerages that I will not name that have been pretty difficult regarding Customer Service. Fidelity has some of the best customer service I’ve ever experienced in my life and that includes for all businesses. I have called Customer Service many times with inquiries about trades and I have never once received a single employee that had a bad attitude and was hard to deal with, it’s actually been the opposite, Fidelity Customer Service employees go out of their way to help you understand whatever issue you have. On top of the Customer Service , the Fidelity app on my phone works great! I also enjoy the PC Fidelity website as well, both are very easy to navigate and make trading seamless. I utilize Fidelity active trader pro too, it works almost flawlessly and really helps me with my day treating. So grateful to be able to use this type of technology!.Version: 3.73
Financial research GIANT! LOVE the data!I have tried many other Investment companies over the last 20 plus years for quality research information. I ALWAYS go back to Fidelity Investments for my research on companies, businesses and industries. Fidelity puts technology at the forefront in their business (I know from my own personal experiences with Fidelity over the years). Fidelity is ALWAYS “that” company to spearhead their business with the new advancing technologies. Funny side note...I remember working at Fidelity a LONG TIME AGO when they were one of the first companies using email for their customer accounts before any other investment companies had heard or thought of implementing that new technology. I completely trust the research information you can find on the website or with a customer service agent. I currently like to attend Fidelity’s financial webinars like socially responsible investing to options. The website is a massive resource for those who are looking....Version: 3.45
Terrible UI that hasn't been updated!I hate Robinhood but I wish Fidelity copied their app's user interface. This app looks like it was designed at least 10 years ago. It contains a lot of unnecessary/irrelevant information while leaving out vital features. For example, I trade a lot of options, and with options it's all about timing. But when you click on positions, you can't sort your options by expiration date. I mean come on! That's just wrong. Also, why not show your positions you already own when looking up a company? Placing orders on the Fidelity app is so clunky that it seems they must not have wanted you to do that. Otherwise it wouldn't make sense to design it the way it is. Again, as awful as Robinhood is, they keep adding customers. You want to know why? It's because their app is very user friendly. You don't have to reinvent the wheel so please copy Robinhood's app design language. Fidelity app gets 1 star, everything else 5 stars, hence 3 stars rating. I will update my review if Fidelity redesigns the app..Version: 3.54
Terrible Choice for Active TradersThis release leaves much to be desired for the active trader. It's fine for those who hold long and strong, but for swing and daytraders it's functionality is rudimentary at best. Fidelity really needs to put out a mobile version of their desktop Active Trader Pro software, which in itself is quite cumbersome. This mobile app lacks any serious charting functions, and what they call "advanced charts" are extremely limited in any sort of analytic tools, and don't even update in real time. Anybody planning on using Fidelity's very stable platform for active trading is therefore forced to use third-party applications to do the actual charting and everyday work required of the successful trader. I personally use TD Ameritrade's Think or Swim mobile application for charting across multiple time frames, and use this app to execute trades. In addition, it is impossible to place conditional orders within this app, which is ridiculous. In other words, one cannot place both a stop loss and sell limit order on the same security/option. This severely limits the speed at which one can execute trades. Seems like most of the other online brokerage houses have apps much more sophisticated when it comes to charting and chart analysis. This app only allows one lower analysis tool at a time, and the choices of tools are EXTREMELY limited. IMO, fidelity is falling way behind in regards to the sophistication of their mobile applications..Version: 3.26
Ok I guessI decided to open an account and put $1k into it just to see how it is, because I feel more comfortable with a company like this as opposed to Webull for example. TD is merging with Schwaub so I decided not to get involved there for now. I don’t like the layout at all to be honest. It’s hard to navigate and it’s not intuitive or logical when compared to something like Webull. The charts are not good at all. I also can’t even find the quote book showing the bids and asks on the mobile app. Honestly I will probably continue using Webull, unless I decide to use the desktop version (I never do, I trade when I’m at work usually, on mobile) and it’s better. Perhaps I will keep some longer term stuff here eventually, maybe an IRA or something, but it’s doubtful since I don’t want to have multiple accounts tbh. I’ll keep playing around with it and see what I’m going to do next week when the market is open (also can’t check crypto prices on here afaik). I likely will just transfer the $1k back into my bank..Version: 3.60.1
Unwanted Alerts ContinueThis has been a sporadic problem for a few months now. I have called a few times since, but no one has been able to solve the problem, which is interesting because for my two PMA accounts, none are enabled for alerts (the default setting), which makes sense because I don't need to know what your staff are doing on a play-by-play basis. Further, I also receive alerts the next trading day sometimes from the accounts I'm trading in. They tend to be alerts related to cancelled orders / replaced orders. I've been told this is / can be a latency issue, and that I can disable the push alerts feature. For that matter, I could not enable it on my phone to go through during the "Do Not Disturb" time, but if it were working properly I wouldn't mind a legitimate alert. I don't need to know I cancelled / replaced an order the day before, which is sometimes from a Friday (three days before). This occurred most recently this morning and yesterday morning at 5:20 am PDT.Version: 3.75
Not positive, but not bad.I’ve been investing with Fidelity Go for a few years now. I’m in the process of buying rental property and wanted to pull funds from fidelity for this purpose. Not everything, but most of it. I planned on continuing to invest with them. Unfortunately, I hit a wall with the withdrawal and was told I couldn’t withdraw the amount I was requesting on the app, I had to call them. This is a huge nuisance for me, I work at sea and rarely have a cell signal. I rely on internet services for everything. Due to the fact that they will restrict what I do with my money, I called and closed my accounts. I’m afraid that that policy is just unacceptable. They’ll let me deposit any amount I want, but restrict withdrawals to the same account…no. I’m lucky that we’re close to a port still and I can get a cell signal for a few more hours, otherwise I might have been unable to use my funds when I need them. Bad decision Fidelity..Version: 3.73
Total account value issuesTotal account values can be misleading on the app. For example.. let’s say I have 100 dollars in cash. Then I purchase a security. While this transaction is pending, the total account value for my account will display 200 dollars for a few days in the ‘investing’ page while the transaction is settling. I mean… come on. The total account value is still 100 dollars. But for some reason, the app is adding the cash leaving the core position to the same cash that is pending for the purchase of a security… now mind you the Home Screen will display the correct current account value (still 100 dollars), but the investing page will show you 200. Confused? Yup, it is confusing. One account total value on the home screen, then a complexly different (and incorrect) account total value on the investing page. This is an insane oversight, and should be fixed immediately..Version: 3.89
Thoughtless App “Upgrade”The bank is great and the app in general is robust, especially compared to others. However as is often typical of “upgrades” this latest ones seems to have been done by a team that doesn’t actually use the app. As someone who interacts with the app a few times a day, it’s a flaw that now only 2 columns can be seen at one time (versus it used to be 3). Makes a huge difference in an already tiny screen trying to maximize data. Also, it shouldn’t now take 3 taps to see account history. By the 3rd tap (after the unnecessary step of having already selected which account), the user is prompted to do so again but this time with rotary option—just present that option to begin with. But speaking of account history, lumping that in with “activities and orders” is not intuitive. Seeing a list of historic dividends and payouts is an obvious goal for investors—should be a stand-alone option not needing 3 clicks to access and more buried in a sub-menu of “transactions”. Tech teams seem obsessed with constantly tweaking websites and apps but mostly for sport (do they secretly compete to just tally up high counts of random changes??) and not necessarily with the end user in mind. Changes should be improvements and not just for the heck of it. They should maybe beta test changes with actual users and fans before broadly releasing. Otherwise the result is “upgrades” that are really downgrades in useability ..Version: 3.60.1
Needs UI/UX & Performance ImprovementsI switched to Fidelity from Robinhood, and the user experience difference is pretty stark. Here's what I would improve: - FaceID login should be more streamlined. It should happen immediately, instead of prompting you to login and then doing it, and eliminating the screen glitching that occurs. - I'd like a way to more visually track the performance of my portfolio. Right now, the graph functions are buried or don't update frequently. Robinhood's app does this much better. - The feed is also not very scannable, with images that get in the way of quickly reading text to find valuable information. Individual stocks that appear there are very large but don't provide much info at a glance. - The visualization of portfolio performance isn't optimized for a mobile environment. Horizontal scrolling is not ideal. I would give high level metrics (perhaps these are customizable) for each stock in a single line, with an accordion drop-down to display further information. Leveraging more up-to-date information and graphic displays of data will help convey meaning more quickly too. - Overall app performance is sluggish. - Visually, a lot of the images have nothing to do with Fidelity. I'd recommend an overhaul of your design standards. With some of these changes, Fidelity could catch up to what competitors are doing more effectively and the app would match the good service you provide..Version: 3.56.1
Free International Money Transfer 💸Enjoy high maximum transfers into more than 20 currencies while saving up to 90% over local banks! The cheap, fast way to send money abroad. Free transfer up to 500 USD!Version: 3.90
What do you think Fidelity Investments ios app? Can you share your thoughts and app experiences with other peoples?
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