Fidelity

The major update in 2017 was dreadful but there have been improvements since then. However, there are a number of basics that are still wrong. For example, the app (and website) provides users with a ROI from the date of account opening, without taking into account drawdowns. This is VERY misleading. Also, it is not clear how individual investments are performing short term and long term. Without these basics, I don’t feel there’s any hope (in the near future) for improvements such as asset re-balancing features. In the era of startups and fintech, it would do FIL a great deal of benefit to hasten these much needed improvements, otherwise they are destined to lose customers. Finally, the website is cluttered with too much information, and is quite daunting. Keep it simple, relevant and impactful. Information is good, when targeted. Check out ‘Simply Wall Street’.

response required

I have been using this all for almost a year. In that time it has gone from unstable to stable. It now deals with no network connection better but not as gracefully as it could. Interestingly after installing for a month and then reinstalling it has somehow stored my account details. This must be do with iPhone but I'm uncomfortable about that and it's unclear during set up that iphone will do this. I like the watch list and use it often. The app displays your accounts and linked accounts well. I wish you could deal and switch from the app. This would make it a daily useful app as I would like an easy way to shift money. As a function of the website and the app it displays the return on the fund. But the % return on your fund has different investment points which mean they will never match the information sheet. To counteract this I invested the whole isa sum on the start of the year but confusingly it still doesn't display the same percentage.

Sad to see such a good app spoiled so much by a so called update. Small font size for key figures are much less easy to read and do nothing for overall layout, no total return instead 'performance' which is completely wrong (I imagine it adds up all gains including closed positions), no gain/loss on position, no closed positions, much less clear overall layout. News articles no longer have font scaling (tip get 50+ people to review your app) and there seem to be other layout issues with URLs. This is really poor attnetion the thenallnimportant detail - very sloppy. Update Great work rolling back to the original and best. Well done for listening to customers.

ask user to change the rating

This app has been atrocious. Barely had any functionality other than to view account data WHEN IT WORKS!! I have been unable to log into the app recently with a warning message that appears “Due to technical issues we are unable to perform the required action. Please try again later.” I’ve tried logging in on the website and it works fine so I know my login details are correct. I’ve only stayed with fidelity this long because I didn’t want to lose my fund performance info if I transferred to another platform but I’ve used Hargreaves app for some other investments and it’s way better and you have the ability to place deals directly from the app. Fidelity is way behind. I plan to transfer my investment, including those of my family to Hargreaves Lansdown and I recommend anyone looking to have the modern convenience of investing to use them as well.

response required

Much like their new website key functionality has been lost. Apart from providing you a summary of your investments this update is now pretty much useless. It does not even tell whether your funds have gone up or down unless you click on them individually. Although visually it looks better this upgrade is actually a significant downgrade which a shame. The website is also less useful. You can longer run detailed analysis reports and see overlaps in stock. Instead Fidelity have produced their own inferior analysis tool. At a time when a lot of people are questioning platform and fund manager fees I find it extraordinary that Fidelity are cutting back on their service offering. The following would make the app for more useful: - have up to date real time graphs - have a feature to compare different funds on a graph for specific time periods - be able to view all your funds in a graph - see 52 week high and low prices for all funds - be able to review the transaction history with prices Similar changes could be included on the iPad version.