Fidelity Investments App Reviews

I would like to be able to add/move columns and show more information about my holdings on one page

I like yahoo ticker symbol display better with black background easier to read

Unfortunately twice I was not able to use the app due to system error. When it works it’s great but I’m a new customer and already I had to wait on 2 separate occasions 24 hours to access my acct via the app.

Hard to use. I have two trade account. one is Firstrade, the other is Fidelity. Firstrade is easy to use and you can quickly buy/sell stock in a short time with minimal click. unfortunately Firstrade’s data is not real-time and lack of history data for some stocks. So i have $30000 in both accounts. i strongly recommend Fidelity can completely restructure the App. Please!

The new system is NOT user friendly. I can no longer navigate online

Responds quickly!

Would be nice to have fullview on the mobile app so we can see all accounts including non-Fidelity. Then would not need mint or quicken.

Fidelity has put your financial life in one place. They have a 2% back credit card with no fee, zero fees on many mutual funds and Full View where you are able to budget and see your financial life in one spot.

Very easy app to use and never have any issues with it! Great App!!! Thank you...

One of the best apps around.

I have not been able to reconnect all my accounts on full view!!! I followed your directions, still not working. I have Not had the time or patience to try more than twice. Also, thanks for not communicating the major change to the format in advance. Not good management, not good for business, or customers!!! Your actions and lack or notification make me wonder about my future with this company. Not happy!

I love it

Love the app but fault it for one thing. Logout button should be obvious on every page

I have both Td Ameritrade and Fidelity mobile apps for trading. I like TdAmeritrade much much better. It is more user friendly and easy to view your positions and statuses. Purchased price, how many shares owned, etc.

Theirs should be automatic. I shouldn’t have to ask to be able to see a graph of my investment progress.

Thank you for your services. Lucille Hjort

It should be more powerful

Desktop version should be emulated. App version is useful to track specific investments movements enabling trading of those securities. Searching for new directions is possible but involves using links to desktop version and use of sign in protocols. So, skipping the app and going directly to the desktop version for anything but a casual glance at what’s happening in your portfolio, is an easier trek.

Can’t deposit checks

Fidelity’s app is awesome. Easy to use for anyone and no lag.

I think this a great app. Everything you need at your fingertips.

Need a way to group option trades to see the net of spreads, etc.

For the past 5 years, I have trusted my family’s retirement account to the professionals at Fidelity. It has been a tremendous relief to know there are financial planning experts carefully and cautiously watching over my fund and making investment decisions on my behalf. I highly recommend putting your trust into the professionally managed account planners.

Great people produced a terrific product.

It never fails me. I can research any stock or other related offering. Doing D&D (Due Diligence) is a must in anything worth trading or investing and Fidelity has made it possible on a mobile with their app.

Not as good as the web site. But if on the road. Only way to go via I pad or phone. D

Like fidelity mobile but wish I could see a running total of overall gains or losses per stock for short term trading.

Way too busy and too much unnecessary info make this app annoying to use. SIMPLIFY IT. The complete overhaul of the app that was done a couple of years ago is just terrible. Please go back to the way it was. Read the reviews- your clients hate this app. I may leave Fidelity. Why is everything so big? It takes up too much screen space to show my info. It has like quadruple line spacing. Why??

Great customer service app easy to utilize

Whatever I need I can help to take care of my accounts! Private client’s are appreciated..

This help me keep an eye on my retirement.

I would like to see the app have the full capabilities of as the website. I would like to make every transaction (including deposits) from the app.

There are a couple of things that better with Fidelity. I have accounts with Tradestation and TD Ameritrade. I make more money with Ameritrade and Tradestation has the best platform. They all have their drawbacks, but I’m thinking switching to Ameritrade.

Very useful and easy to navigate.

Thank you! The new design was terrible and I never used the app because of it. Now that it’s back to the old style I check it regularly.

Need better and more information on stocks, just don’t come close to others.

The only issue I'm having with the app is that I don't get alerts of my stocks' price triggers through Fidelity unless am logged in. Which means I have to often type my password into the app because users get automatically logged out after 30 minutes. I missed the chance to sell some stock at an ideal time because of this. While working in an office setting, it's not possible to keep logging into the app to check on the account. The best situation would be to receive Fidelity alerts whether logged in or not to the app, or to have a selection where users choose to log out manually as they wish (rather than only an automatic option) . This would allow users to quickly check alerts between meetings. Thank you

Delays in changing transaction status and prices. Price variance graphs are not available for the stocks.

I am not able to enable real-time updates on my iphone 6s. Am I doing something wrong here? I click on the notification and it does not go anywhere

I have logins for three portfolios. The app always opens in the last accessed portfolio, which is perfectly acceptable. However, the app immediately wants touch activation and I have to cancel the login to select a different portfolio, resulting in the requirement to enter the portfolio password, then reactivate touch login and then reactivate notifications. This happens every time I want to look at a different portfolio. The app should allow me to choose the portfolio without the requirement to cancel the login which negates the touch login feature. This sequence-dependent logic that does not allow portfolio selection prior to demanding login should be fixed. Otherwise, the app works well and is entirely stable and reliable.

My favorite application in this category for both iPad and iPhone.

I like seeing my accounts, and I like the educational videos. I cannot find a way to have money sent from my account to me. Previously, I was able to access that on line.

Do not use this company. You will regret it

The App allows me to watch and trade stocks, both in and out of hours. In addition, I now monitor my credit card on a daily basis!!

Why change up everything? I was happy with old format! Really, why?

I love fidelity!

Easy to use

The site is very user friendly!

I have been with Fidelity for over 30 years and have absolutely no complaints. They are all true professionals and I enjoy thoroughly my relationship with them.

Currently when I go to my espp, or rsu, it wouldn’t load the information to go through, it just kept processing.

Everything is great, you do a good job ! Rich Kosmerl

Thats up

Best app for 401K beginners

Need ATP for iPhone. And have ATP upgraded to 64 Byte. As is, is very sluggish on my MacBook.

Your app stinks- it will NOT remember my thumb print and constantly makes me put I. My PW and the reporting overall provided by Fidelity stinks too. A simple report of a gain or loss day by day OVERALL and gain or loss OVERALL weekly would be helpful, instead I need to take screen shots. REALLY?

Love this app, I use it all day to trade & watch

Just a problem in general. Forced password changes s**** things up, particularly with pc’s in multiple locations.

Austin Johnson in the Chandler Office is an amazing Fidelity team member and because of his sincere personable assistance to me, is why I am impressed with Fidelity Investments. Austin’s service gives me confidence when recommending Fidelity Investments to my employees, family and friends. Sincerely, Daryle Dutton

This app only seems to ask for rating when the market is doing exceedingly well. Perhaps it’s trying to capitalize on false association between positive market performance and this app. So here’s a one star review to correct this bias.

Suggest your displays of non-income tax paying companies should be different than tax paying companies. BDCs and REITs for example are tax exempt. Thus, factors such as PE mean little, whereas Funds from Operations FFO and Net Asset Value mean much more.

Love the app. Only gripe is that each time I log in, directly after I use Touch ID to unlock I get an error message saying “Login Failed”. I hit OK and everything loads normally without delay. Just strange the error message keeps appearing after opening the app daily for at least a year.

Fidelity ruined their website with their latest update. They can’t even update their own stock funds on Full view! Wasted hours and hours trying to fix my listings only to be told they are still working out bugs. HORRIBLE!

Good

I have been with Fidelity over 30 year and love that they are always looking for new ways to make life easy for me. I recently went on a trip to Italy and actually made a trade from my iPhone using the Fidelity app. So easy! Sweet.

4 stars because there is still one desirable enhancement. I can see payments I’ve scheduled until they happen, but there are a couple of days between paying the linked Elan Visa cards and acknowledgement by Elan that the payment was made. In that interval, I have to open the full site to verify that I actually made the payment. Super easy to make transactions and follow progress, maybe not surprising that the full site has much more analysis of stocks & other investments.

I have been a Fidelity customer for more than two decades, I used other firms in the past. Because of quality of services across the board I consolidated all my accounts to fidelity I encourage everyone to review their services Keep up the good work guys Reza

All the information I need, up to date.

Each update fidelity provides definitely improves the user experience. They seem to really listen to what customers want and try to get it to market quickly.

Slow to load and locks up quite frequently

Very happy with app and exceptional customer service Thanks

I’ve been a loyal Fidelity online user for many years and have been a fan of the iOS App since inception. I would recommend all Fidelity members to at least give it a try. You will also share my view of the usability and easiness. I’ve had worry free access to all my accounts on the road and while traveling. If there is one feature I would like add, its to extend the history section under activities beyond 90 days for each account. Perhaps, one year would be sufficient to set the filter. Thank you and continue enhancing as you have! Cheers 😉

Extremely poor customer service. Long wait times to speak to representatives. The I.T department keeps making unnecessary changes that inconveniences their clients. I understand trying to attract new clients but how about servicing your existing clients needs. When you do finally speak to a representative your concerns fall on deaf ears.

Hello, Is there any way we can have the option to purchase bonds with the app? And can we get an indication of how much we can transfer through the app? It said $10-$100,000. But when I tried to transfer $100,000 I couldn’t. Why is that? What are the actual transfer limits? Your customers can’t tell. Please help. Let us make more trade on the app platform.

Loving it. I love that I have a great summary view of my portfolio. Capability to set the complex orders on the app is great.

Does a decent job in giving basic information of accounts. A few features that will make this a great app: 1. Provide daily updates of Fidelity mutual funds’ gains or losses. 2. Gives a YTD and 1 year account gains and/or losses but no longer term financial results. 3. Will also be useful if a number of market indices can be included in these reports to benchmark personal results.

Please implement the Face ID sign on for security purposes.

The graphs that show the history of account values need two improvements: First, the horizontal grid lines are missing which makes it difficult to read values accurately. It is nice that you can get an idea of the shape of the curve ( hopefully up and to the right ), but it is not easy to read values without the horizontal grid lines. Or maybe there should be a detailed graph view that has more detail. Second, the value labels on the right side (which label y-axis values) are completely wrong if the account balance is in the millions of dollars. There are three labels that all say “1M”. The number needs to be correct and it would be useful to add a decimal point followed by 1 or 2 digits.

Great App. Get immediate numbers I need. Trading made easy. Also info on stocks needed are there. Fidelity is great!!

The fidelity app does what I need it to do. The portfolio info is accurate and the pertinent info is culled from the trash that is not important

I find the app easy to use and enjoy the fact that it allows f***** recognition on my new phone

I am using an iPhone . The competition has superior apps , example, Think or Swim. Open that app or simply look at it in the App Store and u will see all the features this app lacks. . One of the most important features is the option to simply change current orders. Cancel or modifying orders needs to be accessible through the fidelity app. Fidelity REALLY needs to it step to compete with the completion . Active Trader Pro NEEDs and APP for iPhone. It would be nice to have a "trade armor " app for the iPhone . Or at least trade armor need not be so glitchy on the iPhone Safari browser.

Use this app every day to keep track of my portfolio. What i like best is the security built into the connection. No matter where i am this app connects me to the market in real time. Great app, highly recommend.

Always get an error upon login... but it does tell me my account balances.

If you need useful data in the short time horizon ,it is here quickly. Sign in with thumb print is very quick. The IPad package is more comprehensive because of more space.

It would be nice to have all the usual features when One chooses one a position. Charts, history, news, etc.

Not happy most apps already using log in using Touch ID not fidelity. With password getting more complicated hard to enter on mobile devices

Good app overall, actually better than most of the competition, but I still find myself needing to go online for information that by now, should be included in the app....like Closed Positions. Or how about merging the Net Benefits app.

You should join zelle or popmoney to send money to people. Also with my bank all I have to do is add the routing and account number to transfer money via ach. With you is a pain with the form. And then you reject if the name is not exact as I have it in fidelity.

I keep trying to see my account details and it just spins and never brings up the data

I like being able to do a quick check on my accounts, but because I love off my phone I would really like to be able to see more details on each of my stocks and funds. Otherwise it’s completely user friendly.

Easy to do business with !

You guys are awesome! Always improving the website interface and tools

Doesn't show actual prices for shares purchased with dividends but otherwise provides info.

I depend on my Fidelity accounts and this app makes it easy. I have others names I will not mention that cannot compare to Fidelity and their services are excellent to back it all up. Good job to the IT team that put this app together. One thing i wish they would add is news and events when you open stocks you own. I have to get that information by using the watchlist. Minor but it would be convenient.

The only suggestion I would make is a “log off” available without having to open the positions page. Other wise is great!

I've invested with fidelity for a number of years and I have been very pleased with their customer service. The apt is good for what I need from it. If I want more thorough. Research I use the desktop version. There is a local office and I have an advisor that reviews my acc every 6 months. Because they don’t earn a commission on merchandise sold, I know I can trust that the advise they give me is in my Interest not theirs.

This app is one of the most reliable and efficient apps i have used. Very intuitive and ez to use. U can make trades in seconds , check all of your accounts and make secure direct calls to fidelity agents .

Your account daily total value changes do not include value of ITM options!!!!! This is pathetic for a financial entity to have wrong.

I like to access both fidelity and net benefits accounts when I log into my mobile app. Currently I have to go to netbenefits and use same log in information as my fidelity account. Why can I not access both in the first place?

The app doesn’t have the real time live updates to the change of the price. I have to use the refresh feature to see the changing price.

Not very accessible for the blind

It’s great. Only wish they could upgrade the option trading and provide a portal to the online payment screens.

The previous day’s portfolio value and the current day’s change do not add to the current portfolio value. Called and reported the discrepancy. Nothing has changed.

I love Fidelity! Have been with them for 6 years now. The app is so easy to use. I am able to transfer and withdraw funds no problem, and make trades right on my phone.

Absolutely love this app!!!!I use it everyday.

Fidelity has all the right tools and up to date information together with educational materials to enable an investor to make wise investment decisions. I do not go anywhere else. All I want is right here.

Light gray text on even lighter gray is nearly unreadable .... Still !

I like this app for checking balances and making transactions. But I wish they provided all the features from the web site (research, analyze portfolio, etc.).

Every time I try to buy and sell on this I get errors and blocked - it’s like they don’t care - had 1 I bough that ranked and not even a phone call - not very good service considering the amount of money I have in my account -

When trying to use app I am no longer able to view accounts I have always been able to use. All it does is sit and spin. Very frustrating.

Very intuitive fast and clear. Well done.

So I just tried the new interface of the new and improved app and here is my scoop on it. The good-the interface looks, feels nice and modern, definitely a departure from the old app. Most of the functions are the same. The bad: I use fidelity for my brokerage accounts and CMA for my cash management. I have a few Huge complaints that need to be addressed ASAP 1) bill pay-very primitive and takes way too long to post to the account. There is a portion of the day on the day after the payment is initiated (on standard 1-2 day bill pays)where the payment simply vanishes from account. It's not in pending nor is it in posted. I have panicked once and made the payment again during this period, only to realize my original payment posted the next day. I like the chase model the best for Bill pays, the second you initiate the bill pay, the second it should come out of your available balance. Period. Also, the bill pays that have the check sent manually, do not post to the account until the item is cashed by the receiving party. Terrible when trying to balance your account. Also, I would like to see images of items such as checks in the app as well as checks deposited via mobile deposit. Last, when I make a mobile deposit into my CMA account, the funds take 5 business days to clear. Who waits 5 business days to clear anything these days. Until these are fixed, this app gets 2 stars only. Additionally Zelle is not available for the CMA account. If they are trying to get people to leave their bank, don’t make it more difficult to move $ electronically.

It nice to be able to trade and view the accounts in the go.

Nice. Great to have two Zero Expense Ratio finds.😎

Great App. Better than the other financial institutions’.

Otherwise improved trading times and previews.

For me the app seems to take 10 to 15 seconds to establish a secure connection when signing in. A little long, but tolerable. Once logged in, it shows my accounts. If I select one of the accounts, it says “establishing a secure connection” again and never goes any further. So the app is pretty much useless.

Great app. I like the ease of making transactions. Also the low fee of buying stocks.

This one is the best. I have many accounts moved into Fidelity. Research on site easy to use and covers all aspects.

Fidelity needs to recommend what to invest in for the NEW age of Business in the 21st Century.

Would love to see Fidelity put the RATINGS of each of the stocks next to the the individual companies that I own when I log in to my account.

Easy to use great

Your app has not been updated for the last 2 years. People don’t use laptops to do business with you. Add the items that are available on the laptop

I wish Fidelity provided year to date return information for each account. Every other investment firm I have had experience with does provide this information.

No infidels as yet!

Excellent app for quick, easy and secure trading right from the phone.

Needs better access to level II and real time prices

It would help a lot if: Prior to commit a trade transaction- the stocks symbol can be highlighted in a bigger fond than other letters so it can catch the changes / differences

You do not have a button for “cash out” or “transfer to.” Once you get that, it’ll be close to the full site.

The app works pretty well but has lagging data. When looking at positions and cost basis the data is based on the previous day’s close. Also, trades don’t update very fast.

Great service and app but your limitations are font size. We won’t even bother to look at articles etc because the font size is too small

Ok

App needs a line graph of the account balance. The graph should be traceable by finger or touch. Without that it’s below average app.

Very easy to use and love the features

Finally Got use to the new version,,

No time now to post review. But it is what I look at as soon as I am up and through the day to keep me informed. On Tvi I I can’t figure it how to edit sticks from the streaming watch lift in the AM Continued Improvements are amazing. Keep It up. Recommend to everyone who really wants to be informed.

This app give a lot details

I’ve used this app for years now and love it. It’s fun, easy to understand, and provides necessary resources, which simplifies investing. Is it a Bloomberg machine, probably not, but in my perspective it’s a great product.

I would like more access to more options similar to the web site. I don’t like when I change accounts it doesn’t accept my thumb ID. I have to sign in manually. Then the fingerprint works. If I am looking at one of my many accounts and decided to buy or sell. It takes me to the sell page and I have to select the account. It should default to the account that I am coming from.

Would love to be able to use touchID to log in.

Your computer systems and software put UAL employees at the bottom when it comes to timeliness. I get my nightly end of day balances no sooner than 10PM and most often later. That’s outrageous and unconscionable. This is not acceptable

Can’t get any easier- everything on the same page

It allows me access to the info I need very quickly.

Best money management

Excellent App!!!

Logged in without any ability to access portfolio. Two times in three days my money had appeared to be non existent.

Before opening Fidelity its icon shows I have messages. Within Fidelity looked completely under the 4 choices but found nothing new or special. I do not experience that problem on desktop computer. Daniel

The app doesn’t provide maturity information on fixed income positions.

System issue apparently??

Good start.

This is the first time ever trying this app and it is not working. I logged in to check on my account and it cannot show me any updates on my account it wouldn’t even load it.

App crashes every time

Plan to use it to deposit checks electronically on my Ipad and Iphone

I like Fidelity app and use it always. I touched one star by mistake instead of five star rating. Thanks for making it available for mobile phones

If I could search for stocks in select categories, it would make my research easier.

Should have double passcodes

you look at the TD Ameritrade app and try to replicate that. They have real time quotes that don’t require you to update manually, set alerts with notes, futures, chart analytics, there is really no comparison. If my husband ever switches jobs, I would definitely leave.

App needs a more simple design, Look at robin hood for inspiration if needed, Mobile interface needs to be updated, ASAP

I turned to be a dividend investor. I hope that I can see the data like my yield on costs, each stocks weight, weight on its sector etc.

Can’t do much regarding 401k.

Bad design -not able to zoom a page in mobile phone

This normally works fairly well except when logging in I often get a message "Log in error..." and then it proceeds to log in anyway. This is very unnerving and I have reported it several times but nothing is ever done.🙁

Looking fwd to more!

Simple, no hassle and easy to navigate. Clear view of your finances (even non-Fidelity accounts) on one page. And if you need help, customer service is US based.

I love it it’s so convenient every time I want to look something I can just Open and do some work and get out safe and quick thank you

Love the app, use it all of the time.

Very pleased with service since 1983.

I cant click a fund in my 401k and get the full details the way I can a computer. Return rates are weirdly calculated to make them look good (time weighted combined with investment amounts and its a big formula). Called for an explanation and took forever to get a breakdown of how it’s calculated. Not very many available funds for my 401k.

I like the fact that I can check out all my investments in separate buckets and it’s easy to keep up with my investments on a day-to-day basis.

This app gets better when my stocks are up! Seriously, it’s a good app!

Tuesday two weeks ago had an Appt.. with Anthony. I get there at 10AM, sorry he’s with another client, please have a seat. 15 minutes go by nothing, out the door I go I had an 11:30AM Appointment else ware. Call me an Appointment for the filling Tuesday the 18TH I get there for for my schedule Appt. After a reminder text mind you. I’m sorry Anthony is not in to day. Needless to say, I’m not a happy camper right now.

I assume most Fidelity accounts are retirement please make the font a bolder face. So 70 year old people can read it. Also I just tried to submit. Now I have to figure out a nickname. Give me a break.

Where is fullview?

Need to be able to trade specific tax lots.

Easy to use with access to a lot of information about your accounts

A great place to put your money,

Great access on this app. I wish we could see a detailed breakdown of highs and lows, dividend data and much more along with daily to 5-10 year charting. Overall, I enjoy the app and I am pleased.

Works better each update. Would like to see a way to get to pending BillPay items quicker. Would like to see secure email and ability to make IRA distributions.

This app is fine but it's buggy. I have to refresh a stock's page to see price charts for different periods of time. It will say it's not available. So I have to update the page even though the buttons for 1d, 5d, 1m and 1y are right there. I also wish I could track the prices of stock in my account over a given day or other period of time. To see these price charts I have to leave my account page and find the symbol within a watchlist or search for it. It causes a lot of needless moving around.

Touch ID has to be reset every day...frustrating!

Excellent service and Web Site as always.

When you are on the go, this app gives you enough tools to make money.

There are a few crashes in this app and a few annoying bugs. The one that gets me the most is when I filter on open orders - repeated and stacked filter menu options keep opening. It would be nicer to have a mark all items as read in the alerts screens. I would like to be able to go to manage alerts one level higher in the hierarchy as well. Overall promising app. I will also like the options trading to improve with the option graphs you see on the web. This last point is the highest value for me as a trader. More data to the research experience on the phone the better. Ex screening on today’s performance or upcoming earnings would be a nicer feature than the wall which ends up being too much info and is easily ignored if you track a lot

Everything you want at your fingertips!!

Missing lot of research related features

I use this app everyday! Convenient, easy to use, and well designed

I follow the news items daily- has become my major source of news, US and world. Side is very user- friendly, both news and financial. Just about my favorite site on my iPhone!

Highly recommend Fidelity! Very easy to work with this company! Excellent responses to my needs!

Page response time is extremely slow. Navigation menus requires extra clicks, which consumes that extra milli second which literally takes the advantage away from the customer.

Information is very easy to find on this app.

The site works well. Customer service is good. There are better brokerage accounts to use for small investors like myself because they have no commissions. Fidelity has $5 per trade commissions which can add up. It’s better than ETrade which has $10 commissions.

I really appreciated the easy, convenient way this app was. Thanks!

Platform has lots of room for improvements. Could be more user friendly. Would like to b able to drill down into funds better and analyze profit and loss for all funds including those not in brokerage link. Would be happy to share ideas.

The Fidelity app is great for watching and trading stocks and options. When I can’t be at my PC, the app is just as good.

Fidelity app is the best. Easy for beginner to buy and sell with Confidence.

need more improvements for options spread trading profit calculator ect...

Awesome investment company!!!

Need to put the account nicknames not numbers in the total portfolio view. If you have multiple accts that hold the same position you can’t tell which acct is which unless you memorize the numbers.

Extremely useful app. Allows me to track all my investments, make trades, and pay bills, all on the go. Best hidden feature is 'contact us' which connects one to a representative whilst automatically authenticating the user! No need to enter credentials which can be a pain. Two feature requests are to view bill details in pay bills, and see the news about a stock alongside its quote.

Excellent and very easy to use. The best. Thanks

This app is so well designed. And easy to use. Awesome !!!!.

When I have a question or need help with a problem, the friendly knowledgeable staff are not very long to answer the call and kindly work me through what ever my problem is. Great job!

The watch list not always showing the latest sp information and it seems not refreshing in a timely manner. I’ve also noticed sometimes showing the latest price but all of sudden showing old stock price again. I used do not have this issue not sure what was the changed.

Hard to close out paired up options

Great app. Missing some functionality that I’d like to have but the app works really good, I have 3 retirement accounts, 2 529 plans, and the credit card and all can be managed from the app and accessed with one login!

I have been using Fidelity app for some time now, and it is just very well made. Easy to use and has all the features I need for research and investing. Good work!

I call Fidelity representatives often and they are always kind, courteous and very helpful.

Fidelity is a first class company where excellence is never an accident. Could be why I have been with Fidelity for over 30 years and now all my grown children have accounts with Fidelity too.

Really enjoy the convenience of checking my investments with just a couple taps of the screen. Lots of information available, easy access...fits my busy lifestyle!

I have not used other financial app but I know I get everything on fidelity app.

Options quotes are not as good as they should be.

I have been with Fidelity For over 40 years. My accounts have performed above any other financial institution!!!

Since I don’t handle business on phone this works well.to keep me involved, I plan to increase it soon . Thank you !

Not sure why everyone is down on the major update. I think it is a ballsy move and the new app is great. Amazing how much I can do on the phone with a finger. There are little things that will get better over time like the ability to change column order on the positions tab. I have to scroll over to see the days damage or joy. Love the front page. Also the ability to change settings that allow basic viewing of portfolio without logging in. I check many times a day and this will give my fingerprint a break. I lock my phone so not a concern. Alerts (Dow or specific stocks up/down) seem to expire very quickly in a number of days. I'd love to see where you could set the expiration time to a period or never. Update: 9/20/18 - app keeps getting better!

Account balances aren’t updated as quickly as ML. Not sure when amounts shown on iPhone equal laptop.

Most innovative investment firm ever. Starting with Peter Lynch and the Johnson family who own it and Abby is in charge after seventy years, a granddaughter of the founder. I love that. And it’s privately owned not beholden to rogue shareholders and public wanting to see short term profit. In any case, this is coming from a Financial Advisor who worked for Merrill Lynch for 18 years and Alex. Brown & Sons. Finally, landed a one year contract at Fidelity as a Financial Consultant and saw the light! I’m now retired enjoying the App and using Fidelity’s tools. I have all my assets at Fidelity and utilize their banking services and cash management, with no annual fees and low trading costs and any type of investing out there that’s legitimate. Hats off to the innovation of the firm and I dig the graphics.

Thank you for this app. It is user friendly and very helpful

Terrific company . I’ve been investing all my life. Put my bar mitzvah money when 13 in the market buying Polaroid. Now 76 years old. I’ve used two or three firms, but by a long shot Fidelity is the best! From A to Z they help me whenever I need it. I will always recommend them ( as I have numerous times ).. Dr Ed Yosowitz

This app is dope Fantastic Fabulous This is an awesome app

Best service,best internet, make my life much easy to have a Fidelity checking Account.Thanks!

Would like Y T D total percentage for all my accounts ... like is was b/4 new app. Now just get individual percentages,,,

Love the App. Fast...accurate .....excellent

When I am away from my desktop computer I sometimes find it advantageous to trade stocks. I find that I can easily place trades (e.g. after pulling off a roadway) and my orders are quickly filled. I am thus able to buy and sell when necessary on news (e.g. financial news on the radio) that could affect certain stocks that I own.

Easy to use. Great functionality. Couldn’t ask for more.

Last night sometime in the evening I was treated more rudely than ever by any telephone rep representing any entity. His name is Brad. He needs to go. Just listen to the tape of our conversation. You have way too many arrogant males working for you. You are steeped in an alpha male culture and it shows. This guy was irritated that I was taking up too much of his time— a whole “12 minutes” ( that is a quote). He picked a fight with me. Finally he hung up on me. I suspect you push your reps to represent your interests. They are eager to manage my portfolio (money for you), but just refuse to serve clients who do not benefit them (or you) directly. I will be getting my money out of Fidelity as soon as possible. I have also banked with Schwab for fifteen years. They have been unfailingly courteous and I talk with women as often as men I very seldom speak with a woman at Fidelity, and the corporate culture generated by this male d********* Is one I find insulting and repulsive. Mary Ellen Ross

Ticker feeds are slow, ordering a tickets shows stale outdated B/A prices. Default settings are never reasonable. Commissions are too high. Mainly it’s their mobile platform results in missed trades and trade opportunities all due to terrible infrastructure and pricing

Fine app; user-friendly, informative, accessible, and secure.

Fidelity’s phone app should mirror its computer website exactly

Very user friendly and very informative

Generally excellent app with only minor glitches.

Needs a few tweaks to look/feel more like the full site

The small trend graphs next to the stock symbol on the “positions” tab are very useful. Why don’t you add this and other mobile app features to the desktop version.

Very difficult to roll options. Go with think or swim or Etrade if you trade a lot of options. Fidelity is not very responsive to valid feedback—they listen; but do nothing about it.

Still not fixed by Fidelity! Latest update does not fix problem. News feed is unusable

Any possible reason there is not a column for annualized returns?

Love the app with the exception of reviewing options positions. Can’t read expiration dates.

Touch login on iPhone is very convenient. Wish there was a feature to record, maintain, and selectively search all my historical investment trades. Like my old searchable database programs, where each trade could be entered by account, date, security identifier, # shares, price, dividends, etc. Surely no one better equipped to offer this service than Fidelity. I would even pay an extra fee for such a service.

Having used a few mobile apps for multiple investing platforms I can easily say Fidelity has a top notch app. As a business owner and physician I’m not at a computer very often so ease of use and functionality has to be on point with a mobile app for it to meet my needs. Being versed in stock and options, I’m impressed with Fidelity’s attention to detail in both avenues of investing. I’d recommend fidelity to anyone looking to take control of their investing future!

Nothing special

Great app very easy to navigate . Everything runs smooth

Fidelity has hands down the best electronic trading app in the financial markets. Easy to navigate and tremendous information resources available.

I can’t open any details for my Espp/ estimate purchase Your app does not stand to any standard Processing takes lots of time irrespective of access technology

Nice tool. It is helpful with keeping tract of things.

How about showing pictures of checks like the PC app does?

Nice app statement and tax info would be a nice addition.

Very comprehensive!!

App crashes when I am trying to open “Accounts” tab

Everything works pretty well. I use this app a lot and really appreciate how well it works. A few features I would love to see: -1,3,5,10 year return for mutual funds when you select them from Positions page -Return on hypothetical $10k investment from Positions page -Make it easier to find yield and maturity for CDs from Positions page.

With a portfolio you can see day change and since inception change, I wish you could change it to a year over year change. ( if there is a way I don’t know about it’s perfect)

I’ rather see my portfolio in a chart format

Really like the App - far superior to the website - now just join JP Morgan and give the first 100 trades free and we have a home run.

I like the app design. Easy to understand and intuitive navigation.

It would be great if Fidelity would provide for each account the average annualized internal rate of return, for ytd, 1, 5,10 years, and lifetime for that account.

Absolutely a-maze-ING! Start making money with this app 💯

The app does pretty much everything you’d want or expect it to. It’s solid, and does the job reliably. But, like Fidelity’s web site, it’s pretty disorganized, unnecessarily complicated, and generally a visual mess. Very busy and a train wreck of design and user experience. If you manage multiple fidelity accounts, this is your only viable choice and it works. Just don’t look for a pleasant visual experience or logic in the menus or functions.

Need to show checks that have been cashed and processed just as they are viewable on the Fidelity website.

Easy to use

You make it easy to log in but not so easy to log out.

Easy navigation

Almost a full service mobile app. Unlike the TD Ameritrade app, this one allows you to transfer money to and from bank accounts. It also allows money to be moved from your brokerage to your credit card acct. I'm really happy that this app also shows all your Fidelity accounts all at once. I noticed a “funny” charge on my fidelity credit card. I wouldn’t of caught it if it wasn’t for this app. I’ve come to really appreciate it.

I haven’t made any money and no one actually Fidelity has tried to help me invest.

Deal with a number of financial sites- by far, one of the best, superior to Vanguard, whose products I prefer.

Just logged in for the first time. Pop up asked for a review. Only think is to give it a 3

I wish I could add accounts to bill pay from my phone instead of logging in on a computer. Other than that, the app is great.

Great interactive app for stocks and reviews and research

Great app to use and super convenient with its setup for my stocks!

Deposited money. Less than half was available to make a trade. Had to wait a week for the deposit to clear to be able to use the rest. When I went to make a trade my account was restricted. Took 45 minutes and three transfers to get an answer. I was told I would only be able to place a trade over the phone. I didn’t deposit money to have to call and place a trade with a rep. Never had any of these issues with E-trade. Withdrawing my money and deleting the app. Take your money elsewhere.

Good ap to do a quick look to see how things are doing.

Crashes frequently! Horrible! Please hire someone to solve the performance problems with the App!

Logging in is so slow! Please fix this.

Waiting to see if my paycheck will deposit on time 🤔

It’s great!

easy to use love it

This app is absolute garbage- I’ve only been able to successfully deposit a check once through my cash management account. Since then I’ve been getting error messages that don’t make sense, and no one on the technical team has been able to help. Complete waste of time.

After login continuously prompted for security question. App treats as new device (it’s not). Security question always receives failure dialogues. But sometimes it lets you in and sometimes not?? Customer service cannot administer the security question or enable 2 factor authentication. Amateurish and buggy security on brokerage accounts? Seriously.

I’ve been using the app for years and had no problems. Not sure if it’s just with my phone, but since the latest update, when on the app for some time digging deeper such as placing a trade, the phone becomes hot and the battery starts draining. As soon as I quit the app the phone temperature resumes to normal.

Can’t find the % rate of returns

I would like to take away the display of an old empty account (from amongst the several accounts displayed). I have not been able to figure out how to do this, or if it is possible, and don’t know who/how to ask.

Instead of providing efficient access to my account information, this app is a shill layer trying to "inform" me about all sorts of other Fidelity products and news feeds that I'm just not interested in. Look Fid - I have an established account with you and I just wanted to play with it. I don't need to meet your whole family and it's more than a little creepy for you to keep pushing that. Worst of all, you turned on touch-ID without ever asking me. I'm concerned about a lack of safe-hash practices and am frankly worried about your, um, fidelity.

Terrible for options

Easy to use. Comprehensive.

It works for other apps so something is wrong with Fidelity app on iPhone

User friendly, no hassle,great customer service

The mobile app is improving the feed updates is good and provides the ex divi and divi dates easy to read and locate info. Would like to have desktop trading research moved to mobile

Using your app on my iPhone to attempt to access my acct to place a trade is not easy. There seems to be more emphasis on attempting to focus the customers attention on new products or services.

Works like it should!

I would like to see my overall percent gain or losses for each of my accounts. In order for me to see that I need to go online.

I like the app and has good functionality but when viewing my options in my stock account, it doesn’t group positions of the same securities together. Would love a view of “options by underlying” like I have in Active Trader Pro

We love Fidelity and everything it offers for our investment needs.

It’s been 3 days and you won’t let me trade with money pending! I’ve lost a killing in gains. I’ve NEVER had this issue investing with T Rowe or Wells!

This version took a nose dive for usability and performance. Poor scrolling with the menu. Menu selections launch blank pages or pages that appear to be poorly sizes web pages that don’t fit the screen width 107 meg of installed junk. Must have been done in Cordova or Xamarin

I am a ATP user for trading. I turn on this App to listen to the timely market news. But, always get interrupted by ATP advertisements. Extremely annoying! Really fed up!

Don’t change anything

Zero fee index funds + great app experience is more than enough reason to choose Fidelity over Vanguard.

Last tax year I mistakenly put money into an IRA though I was no longer employed. Fidelity was able to help me correct this before filing date. Recently capital one changed investment policies and I was to seemlessly transfer assets to Fidelity. 5/5 rating by me

The application is either not working well or my account is not established fully. It doesn’t allow me to transfer from my company bank account to SEP IRA account. Not very user friendly. Continues to display error message.

So I opened this fidelity account online. I currently have a TD Ameritrade account but I wanted to have a second margin account so I linked up with Fidelity. I F-cking hate this app. I have to tap through sooo many windows just to see my position. All this extra c*** just to look good. It’s pure garbage. In my TD Ameritrade app I open it and by default I see my watch list and with one tap I see all of my positions that I own and see my overall balance and gains all on one screen. Not Fidelity, everything is separate and tedious.

There are so many bugs in the app and apparently nobody cares. Quotes are slow. Quick Access fails. You lose your watch list on session time out. Quote detail sometimes shows wrong data. Advanced chart is jacked up.

Maybe it’s because I’m used to using my laptop, but the app seems to be hard to navigate. There is an ad underneath each one of my positions that clutters the screen.

Says I need to transfer at most $xx.xx and that's the EXACT amount I'm transferring.

It’s very easy and simple to navigate through the dashboards!

I have been with Fidelity since the 80s and they were one of the first to introduce internet account access. You have come a long ways and changed the whole dynamic :)! Thank you so much for continually making your app better and better! James

Very good functionality does all that I need.

Definitely a 5 star App!! The ease & user friendliness of the App is superb to others I have used! I can check all my accounts with one single sign on, thats it!! Never have encountered any issues!!

New balance function before login will not turnoff after changing the setting to not show. Not sure why.

So I downloaded both apps and when I put in my log in info, it’ll give me a screen saying i didn’t put in my correct info. Even after I re-looked up my username and changed my password (when I put in the same password I was using earlier, and it wouldn’t let me log in, I get a message stating I can’t use the same password twice.) I’ll still get that screen.

I find this app really helpful, not only for checking balances and performance, but also for making updates and changes

Want to make a simple withdrawal - website shows the accounts and so forth - app, even with latest update, nothing shows .... have to call tech team again

Pleas add full view.

App is good

I would like to see better date-to-date performance of my positions tab. Currently I just see a daily performance column. Would like YTD,MTD or a custom date to date.

Awesome App that lets me keep track of my stocks! Great job!

Asked three times within the first day of trying the app to rate it. Three stars it is 👍

App keeps adding useless stuff like a news feed and losing my login info and touchID preferences. Makes seeing my retirement and HSA accounts much more difficult than necessary.

İ am happily back to Fidelity again.

Just updated and can’t login anymore

Love the app but getting a error trying to log in. Sits for a few seconds or it hangs for a bit then the error pops up. Never had a problem before 🙄. Please check into ,thanks in advance.

All your info at your fingertips

Should not print for a review at beginning of using app .. already a bad sign

I like it the way they put things together and spread sheet on stocks I bought n research.

App tells me to try later! Phone rep told me I had to delete app and reload it! This exercise made no difference !

Where is Full View?

App doesn't load

Easy to use, great features.

Love the ease for checking how my investments are doing. Lots of other useful research references too.

You can’t compare the weekly, monthly, yearly performances of your investments on the new app as you can compare them on the old app. So what good is the new app except looking at your account. Also, there is a lot of wasted space using the app on the iPad screen

I just downloaded the app was asked to review. If the app is good, I will change my review.

Excellent app!

Great app it’s the best app for online investing

I can’t speak for experienced investors but at this stage I am happy with the exposure I have gotten as a new investor.

I’ve been with fidelity for over 30-years. Way before internet was created! Yet I have but one president complaint. My Feed Tab always flashes this error message anytime I open my Fidelity App: “An Error Occurred. Please Try Again Soon”! I’ve tried to fix it myself by deleting the App and reloading it again. I’ve called Fidelity multiple times for them to fix it and their I.T. trouble-shooters have tried also; alas no joy! That is my beef with an otherwise wonderful App. and that is the reason it earned itself 3-stars instead of 5.

What an app ..all trade tools simplified..splendid.

How has a company inherently dependent on technology not figured out or hired people who know how to run technology without numerous total system shutdowns. Other companies have figured this out ..... because it is 2018.

Dear developers, Kindly consider removing the auto-login once the user logout the app. It is really annoying for iPhone X users to focus the camera anywhere else to prevent the app to login back to the account. I will give 5 stars once this enhancement is implemented.

Very simple and provide all information i need to know with just one click.

Logged on for the first time. 5 stars for logging on without a password error :-)

Intuitive fluid and smart!

If you want to see half you account info, use the app. Which is all about show. No thanks. I’ll use the web page. Deleted.

Can't seem to save my login info. Acts like I have to reset my password. Always wrong. Complete sh*t.

Outstanding

Hands down the best! Looking forward to regaining my RIA & managing some funds with Fidelity. James Taylor- Rebate50Realty.com

Everything has been working great for the past 6 months I’ve been using the app. I’m amazed at how well the interface was designed to visualize complex data. Transferring money is easy as well. BUT, lately (almost daily) there’s something wrong with the ability to log into my account. I get an HTML page apologizing for not logging me in due to a technical problem. I need to see my account. I need to be able to transfer funds. Please explain. Thanks!

I love services I have been receiving from fidelity for the last 25 years.

I love being able to check my investments’ balances at a quick look. The iPhone X makes it super fast to login and trade stocks. Also enjoy all the info provided on performance, sector weight, and more. Great job Fidelity. I’m using my phone for 90% of my investing.

For many years i have had a Roth IRA at Fidelity. There customer service goes way above and beyond! My brother created that for me. Every time i have called Fidelity throughout all of these years they have been helpful and very patient with my lack of knowledge. I have recently shifted my banking to Fidelity and am very happy with their banking service. I use online billpay and am able to withdraw with no charges to me wherever i am. Within a few weeks the last of my IRAS will be moved to Fidelity. Hurray! They ARETHE BEST!

I just signed up and realized that they made 2 brokerage accounts..!!! They may have practices like Wells Fargo where they try to make up numbers by creating fake accounts.

View summary option just going into endless spinner. This is happening from couple of days. Please fix this iOS version - 11 Device- iPhone 8

I think Fidelity is Great! Always very helpful . Thank you.

Tapping for real-time quotes. It’s not working.

After attempting to open a brokerage account, the icon spins and says to wait a moment or two. The spinning eventually stops and leaves me at a blank page. No feedback, no error, nothing. That is a horrible user experience. Let me know if things are successful or unsuccessful.

The application is easy to use, provides great information and easy to use features. The feed provides easy to read and customize information.

I love the app. It has a lot of options and available functionalities that sometimes it is hard to follow, but when you need something you sure the app will do it.

If you change your password, the app will not allow you to use fingerprint access. Very annoying.

100%!

All improvements were useless and now the app is inefficient, sloppy, choppy and too heavy for its own good. It blows chunks on performance in favor of eye candy. Serious investors can't stand this kind of thing. Novices of Fidelity won't know the difference. I am moving my accounts if the performance is not improved upon in 30 days. Now the watch lists disappear and lose the stocks I have loaded 50 times! Total crap

Can’t get a CD in my IRA account with this app. Intentional?

1. Once inside sort orders screen, such as “filled order” screen, this screen is not labeled “filled order”. Pl have this done, so we know what section we are in. 2. Provide functionality to place premarket orders before 7am, to be executed upon open. 3. In the settings, provide functionality for “Trade” screens to have fields defaulted to a particular account when customer has multiple accounts, to a particular trade type such as stocks or mutual fund or options, to a particular quantity such as 100, to a particular order type such as limit. Currently there is only one field that is preselected, “time in force” such as “day” 4. Partial filled orders currently do not indicate partial fill quantity. 5. Every so often screen just freezes and app has to be restarted. Loyal heavy trader customer with Great Relationship!!

Service and app are good, not great. Account information is not really accurate at night and on weekends. I’d like to put in some additional feedback though. My family members also have Fidelity accounts and if we want to transfer money to each other, we have to call and speak to a representative to have them manually do it. You’d think they would’ve already offered that online or through the app...given that Fidelity is such a large financial institution along with the fact that it’s 2018. Every other institution I know of that has online banking offers transferring funds between two internal accounts...why not Fidelity? Just a suggestion I guess.

Missing lots of basic things like: 1) margin buying powers details in Balances 2) ability to sell option position like in stocks. 3) placing new trades is too much effort...should pick up the account context instead of defaulting to first account. 4) session timeout limited to 30 mins only. Allow to increase it to any # 5) allow to add watchlist to the feed or replace feed with watch list. Please study TDAmeritrade mobile app to see how easy it it to use compared to your app. Happy to talk live to give more feedback.

It would be nice if you could add the futures!

Easy to use and I like having news articles to reference while making my decisions

This is a disappointment from previous version. It is less informative and restrictive. Kindly bring back previous app. Thanks, Prashant Tijoriwalla

Ask g** for it to give to others

Thank you for your informative and insightful investment help.

Not intuitive

This app is crisp and clean great Job

I have updated the app to try to fix this issue, but it regularly freezes. When I try to look at my credit card account, it will not load transaction data like it used to; it simply freezes.

Every other time you try to log in it locks you out. Customer service has no idea what they are talking about. Keep in mind I’m using finger print to log in.

To me forever to find loan Dropdown tab

Very easy to use and lots of good info!

I just updated my iPad account, and so far it looks great! It’s fast, more interactive, and easy to view my accounts.. so far so good.

The cards are useless ( data can be found elsewhere) take up memory and slow the App down.

Have been trying to transfer money into fidelity account, customer service couldn’t set up EFT.. told me to use phone and take picture of check.. told them idea of cash management account was to be able to transfer funds electronically between, business, personal, and investment accounts.. have still not been able to deposit $, and checks, debit cards arrived in mail for accounts with zero balance.. I’m going to Merril Lynch apparently Fidelity doesn’t need my business

There should be a tab or link on the home page to”view statements.”

The Feed tab now always asks you to Log In, which takes you to a web view. I used to quickly check my account performance every now and then, but now it’s hard to find. This should be an app, not a website. Might as well go to Fidelity.com

You’d expect that the information from the app would be the same as if you logged in but it’s very limited. You cannot get access to Fidelity’s charitable trust without using another app, the tax lots on investments show very little information (ie the amount of gain/loss on each lot), and the overall clunkiness of this application shows it’s still in infancy which Fidelity,again, falls behind on another service it “try’s” to offer

When you are on a call and then start the Fidelity app the bottom menus are cut off. If the app is already in the background before getting on a phone call this issue is not present. It is only an issue when you start a phone call before starting the Fidelity app. The ‘Swipe Right’ [to return to previous page in the app] functionality should be fixed to allow you to swipe back slowly to preview the page before you swipe back to it, per iOS convention. Additionally, when you click the Log Out button the user should be redirected to a different screen confirming that they logged out.

Perfect app to keep up with your stocks and other finances.

The color of volume chart in the candlestick (std) chart does not reflect the period change (should be green when up and red when down). Instead it follows the candlestick color which reflects the period’s open-close direction . This is inconsistent with Fidelity ATP charting norm.

Very difficult to do!

This company has been known for all the helpful tools and resources that can be available to you, however, most of them are useless on mobile i.e. stock screeners, research reports, trade armor, etc. the biggest thing I wish I could see, was a chart that shows my gains over a certain time with the percentage calculator. I want to see total gains based on the amount of capital I have invested. This shows a running total of account value, but I wish it showed the account value in reference to capital. I enjoy seeing how I stack up to the overall market. Nice app for news and pretty simple to place a trade. Plus only $4.95 for a solid trading platform isn’t bad. Overall it’s solid, but the mobile app needs a lot of work.

It should take me straight to my account! Thank you

User friendly website for novice user websites.

Very quickly brings info I need upfront without additional searches. Fantastic

How the app kept trying to force me to rate it even after I'd dismissed the prompt several times.

Not sure how to invest, confusing

The app concept is good but extremely frustrating to use. My fingerprint id, a great idea that works well on my iPhone, is almost worthless with this app. I always have to log in using my complicated password. Likewise, if I want to research a particular stock, the app redirects me and I have to log in again. I will likely delete this app soon to free up some memory.

As a long term Fidelity customer I appreciate so much of what I get from this relationship, but this app needs some work. The quick access, which I use on several other bank apps without a problem, requires me to sign in and re-apply just about every week to use the balance feature. This is important to me as it is a very valuable tool when you are on the road and want to just check in for any number of reasons. Having to sign in when you are not able to access secure wifi defeats the purpose.

15 minutes after you using the app, this app sends a push notification alert telling you that you’ve been logged out. This is so annoying! It’s not reasonable to think that users will preemptively log out to avoid this, because that takes even more effort. Instead, an in-app notification or simply being silently logged out after 15 minutes would be much more appropriate. Please don’t give us this useless, distracting notification to clear. Otherwise the app is pretty great! Thanks 😀

Can’t find the path to withdraw

Difficult to navigate to the important parts

Simply amazing, I love money

The app works well for most functions; notably it lacks the ability to roll an option. However, there is one view, the positions, where the touch interface is just off. You have to touch a position several times before it finally opens. Similarly, when viewing a chart you have to tap the back button several times before it closes the chart and returns to the standard quote view. For all that, I use it a lot; I sometimes make several trades in a day and frequently use it to check on the market and on my specific investments. I like the news feed and the ability to check on my investments at a glance. iPhone 6+, IOS v11.4