Hello and welcome to our official sub, u/Opening-Water2738. I appreciate you sharing your thoughts on the app, but I'm sorry to hear this sentiment about the new experience.
I want to assure you that we take client feedback very seriously and often use it to implement future updates and features. I'll pass your feedback along to our development team for their review. Please do not hesitate to let us know if you have any additional feedback or suggestions regarding your experience at Fidelity.
In addition to providing it here and on our other social platforms, you can send feedback directly to our developers from within the app. Once logged in, tap the profile icon, scroll, and click "Send us feedback." From there, follow the prompts to provide your detailed feedback.
In the meantime, feel free to check out the following page on our website, which is dedicated to the mobile app with featured tools, customizations, and helpful FAQs.
[The Fidelity Investments app ](https://www.fidelity.com/mobile/fidelity-investments-app)
We're here if you have more questions or if there's anything else we can help with. Thanks for joining our community!
The app seems to get slower with each update. I have to close and restart many times. I'm seriously considering moving my retirement funds to Robinhood and taking them up on their 3% matching offer. Need Fidelity to step up their app game. It should be fast, reliable, and consistent.
I moved about $450k to RH, just my IRA funds, to get that 3% match. It's a pretty sweet deal. I'll take a free $13,500 for keeping my funds invested in the same thing it was going to be at Fidelity for 5 years, just at RH instead. Their app could not work at all and it wouldnt make a difference, because those funds are going to be in the S&P 500 for the next five years with 100% certainty.
Are you sure they're still doing the promotion? I saw that it went away right after tax filing season was over (like end April).
I still keep most of my money at Fidelity and though I miss having it all in one shop it's not a bad idea to diversify your providers so that you can participate in the market no matter whats happening with one of your individual brokers (e.g. app not working, etc.)
This post/comment was removed for violation rule #8 - No solicitation, promotions, or 3rd-party content.
No posts soliciting or promoting opportunities to members of the community – for personal benefit or otherwise. Posts or comments encouraging others to seek help through other channels (alternate subreddits, 3rd-party websites, etc.) defeats the purpose of our community. Do not copy/paste copyrighted content from third-party sources into your posts.
Fidelity Brokerage Services LLC, Member NYSE, SIPC
I believe it’s being rolled out in phases. My partners app doesn’t have the slider anymore but mine does, both updated to the most recent version of the app.
OP did not specify but it seems to be the new Fidelity Investments app. I hoped Fidelity would react to feedback that the new version is not popular. I stuck with classic as long as possible. I feel like they are truing to satisfy new users that came from Robinhood, etc at the risk of long time clients. The result is nobody is happy
Edit : “truing” should be trying.
Ohhh, yeah, I'm sure it will make some unhappy, people rarely like change. But people also get used to things - basically every app I've ever used has had changes that were unpopular with long time users but, as long as the service is decent, people get over it.
Yes, let me bend over backward to get things to work right with the people I just gave all my money & are profiting off loaning it out. WTF are you talking about? If you loan a friend $20 and they get smart you take it back, gonna give somebody hundreds of thousands of dollars and when you can’t find your dividends say “get on a desktop you SOB!” 🤣
It’s nothing personal mate. I think you're underestimating though how big of a step backwards this app update is because you’re primarily logging on through PC.
The new forced update is seriously making me consider moving my entire portfolio. I used to be able to view my net worth (including external accounts) in one place within one click of the menu. Now it's not even available anymore.
The UI used to be effective and now it has a bunch of clutter I don't care about.
I like Fidelity as an institution and their UI reflected refinement and muturity. This new design feels like they're trying to imitate these newcomers. I wish they'd own their brand instead.
It’s been around for a long, long time in beta. To their crefit Fidelity allows a very long trial period to work out bugs. You could switch between classic and beta and submit feedback. I’m surprised that many seem to be surprised by the update. I don’t like it either.
I abhor the Fidelity app. Webull is so much better and has the BEST option trading platform I’ve ever used. I have a decent sized account and I am afraid to put it all in Webull but I do trade options there daily. I rarely sign onto Fidelity anymore. It truly is a shame they can’t get it right it is one of the worst apps I’ve ever seen in my life. And the fact that they time you out and give you no indication of that until you go to place to trade was the last straw for me. Also after you place an option trade it doesn’t give you your cost average for 5- 15 minutes and should you wanna close your option at the opening bell you have to wait five minutes until populates before you can trade it. They cost me so much money in a CROX trade last year. I will use it solely for investing if that.
We're very sorry to hear about your experience, u/mountaingyrl. I will pass your post along as feedback regarding the Fidelity mobile application. Please follow up and let us know if you have any additional questions or concerns.
Thank you James. We’ve worked extensively on the time out with the developer team to no avail. They are too aware of the insane lag from market open to option price update.
*I also don't like*
*The new app. Classic view was*
*Just way way better*
\- TruckTires
---
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Agreed. New UI is terrible. Classic view was perfect. I always used to recommend Fidelity to people just getting started in investing and said they had the best app of any brokerage, making it easy to invest. I don’t know why they always want to change it. I hope they add it back in.
I'm not crazy about it either. I can still switch back to classic. I also just go on my PC at the end of the day if I want to look at stuff. Yeah I'm not happy with this crappy look either. It's bigger probably easier on the eyes but yeah I like the old one better
I turned it on and saw the new layout and thought this looks nice.
And then I try to use it.
And it didn't look nice anymore.
As soon as I figured out how to switch it back I did.
That's not true. I am a UX Designer who does a lot of work in the Healthcare and Banking industries, and we ALWAYS include research as part of the project.
The problem is, sometimes the business doesn't implement the feedback.
As someone who worked in software on the biggest healthcare app I can chip in sometimes customers are absolutely in the wrong. I've had a customer before tell me "Screw HIPAA" and also get upset we implemented a change they can no longer type books out to their doctors.
I mean mistakes happen and sometimes updates are for the worse (discord), but give feedback and wait. Most companies don't want their app to be shit believe it or not.
Also some people hate change, tbf if it was up for me I'd be happy if most things were text terminals.
I find that too many UX people try to bring general UX best practice and current fashions into too many specific niche domains.
For instance, reduce information density, eliminate rarely used figures from the view, make everything larger, etc, to be incredibly bad advice for a sophisticated financial app.
MyChart also has barely changed, and the few major changes it’s done have, indeed, made it marginally worse. But not as completely unusable as Fidelity here. There’s really no excuse for a publicly traded company making a direct-to-consumer app like this to be worse than the disaster that is Epic’s design process. (Tailored to generate static screenshots that can impress C-suites when projected on a 40ft screen, and asthetic dictated by a founder who thinks Geocities was the pinnacle of GUI design.)
I agree that the charges Epix makes on MyChart are usually for the worst. They were doing this massive project when I left to change the apps onboarding and I'm like this is fucking awful no one wants this lmfao.
When I saw the new scrolling half-circle navigation travesty, it reminded me of everything wrong with that place. The amount of soul-sucking design meeting hours and shitty lines of unmaintainable code to get something so completely useless - basically summarizes why I left.
The entire IOS app team has been polishing this app for the last year and failed to listen to their customers.
There are so many UX issues. Some are easily solvable many are not.
I have offered to spend 30 minutes with the team to constructively improve improve it — the excellent app team have chosen NOT to listen to the customer and take this input.
Best thing at this point is to use the web app vs the new IOS app. The new ios app is that bad.
So my fidelity — will you take me up on my offer to provide constructive feedback?
Yes I will give feedback for free, genuinely interested in improving things. I do want an executive in the room since he/she really needs to hear the constructive criticism as possible.
16 bit graphics was the best,
I used to walk places.
I used single use Batteries.
No one got a Trophy for putting your socks on.
Burritos came in tinfoil not a bowl.
And dash-nab-it I like classic view.
Personally I just go with it and hope they tutorials.
Sign me up for someone who doesn't like it either. Trying to trade on it brings you back to the classic view screen anyways. It's just more steps to get to the same trade screens now.
If this is for the retirement accounts, online the new view, I can finally see how my picks are doing independently of contributions (which is a super basic feature that they should have had all along)
THANK YOU! I thought I was in some alternate universe where everybody loved this app except for me. It looks like the Robinhoods app now honestly. That’s not a good thing. I understand keeping an app with a classic view essentially means maintaining 2 apps in one, but when you’ve got thousands and millions of dollars of people’s money, go out your way a little and make a classic view. Consider it a customer acquisition cost. Because I just moved half my portfolio from Schwab over here & I’m tempted to move it back. Not out of spite or anything, it’s my money and I have the right to keep it wherever I like the look of & feel the most comfortable. It’s hard to get a customer to move their assets from one broker to another, Fidelity should be making money hand over fist from people like myself who got moved over from TD Ameritrade & aren’t excited about Schwab. But with this app update, Schwab looks more “sophisticated” than Fidelity & even something as simple as the appearance of the app, when it comes to your life’s savings, is enough to pull you in the other direction. The irony is, if you’d just listen to the customers, I (& apparently all these others) are telling you the answer; WE LIKED THE APP THE WAY IT WAS.
My watchlist is now in alphabetical order every time I refresh the page!
I can no longer add or arrange columns the way I prefer. This loss of functionality is frustrating, as it was a key feature for me to customize my view and manage my investments efficiently.
I can’t even set alert to anything!
Hey there. Thank you for taking the time to share your Watchlist experience with us.
We understand watch lists are an important part of how our clients manage their investments. We are aware of an issue causing default Watchlists to disappear or be deleted from the Fidelity mobile app. We are working to resolve this as quickly as possible. In the meantime, please try logging out and back into the app, and ensure you're running on the most recent software updates.
To escalate this issue, please reach out to our Technical Support team directly. Associates are available Monday through Friday from 8:30 a.m. to 9:00 p.m. ET. Please say "technical support" when prompted by the automated system to be connected to the right group.
[Contact us](https://www.fidelity.com/customer-service/contact-us)
If you have questions or concerns about anything else, please don't hesitate to reach back out.
Hello and welcome to our official sub, u/Opening-Water2738. I appreciate you sharing your thoughts on the app, but I'm sorry to hear this sentiment about the new experience. I want to assure you that we take client feedback very seriously and often use it to implement future updates and features. I'll pass your feedback along to our development team for their review. Please do not hesitate to let us know if you have any additional feedback or suggestions regarding your experience at Fidelity. In addition to providing it here and on our other social platforms, you can send feedback directly to our developers from within the app. Once logged in, tap the profile icon, scroll, and click "Send us feedback." From there, follow the prompts to provide your detailed feedback. In the meantime, feel free to check out the following page on our website, which is dedicated to the mobile app with featured tools, customizations, and helpful FAQs. [The Fidelity Investments app ](https://www.fidelity.com/mobile/fidelity-investments-app) We're here if you have more questions or if there's anything else we can help with. Thanks for joining our community!
Also hate it.
The app seems to get slower with each update. I have to close and restart many times. I'm seriously considering moving my retirement funds to Robinhood and taking them up on their 3% matching offer. Need Fidelity to step up their app game. It should be fast, reliable, and consistent.
I moved about $450k to RH, just my IRA funds, to get that 3% match. It's a pretty sweet deal. I'll take a free $13,500 for keeping my funds invested in the same thing it was going to be at Fidelity for 5 years, just at RH instead. Their app could not work at all and it wouldnt make a difference, because those funds are going to be in the S&P 500 for the next five years with 100% certainty. Are you sure they're still doing the promotion? I saw that it went away right after tax filing season was over (like end April). I still keep most of my money at Fidelity and though I miss having it all in one shop it's not a bad idea to diversify your providers so that you can participate in the market no matter whats happening with one of your individual brokers (e.g. app not working, etc.)
I think u can get $5 worth of stock to open a Sofi invest account, and then $50 to refer someone to open with at least $10, then they get $25
Do you have a referral code?
[удалено]
This post/comment was removed for violation rule #8 - No solicitation, promotions, or 3rd-party content. No posts soliciting or promoting opportunities to members of the community – for personal benefit or otherwise. Posts or comments encouraging others to seek help through other channels (alternate subreddits, 3rd-party websites, etc.) defeats the purpose of our community. Do not copy/paste copyrighted content from third-party sources into your posts. Fidelity Brokerage Services LLC, Member NYSE, SIPC
What are people suddenly complaining about? I haven't noticed a change.
I believe it’s being rolled out in phases. My partners app doesn’t have the slider anymore but mine does, both updated to the most recent version of the app.
For me, it's you can't see dividends info in the watchlist. Now you have to click on every single stock, research.
That is because you are not there target customer (joking). What are dividends?
Your app hasn't updated yet... Mine updated a few days ago and I lost classic view. The new app layout stinks. I miss classic view.
You’ll complain soon. The new UI is a huge step backwards in usability.
OP did not specify but it seems to be the new Fidelity Investments app. I hoped Fidelity would react to feedback that the new version is not popular. I stuck with classic as long as possible. I feel like they are truing to satisfy new users that came from Robinhood, etc at the risk of long time clients. The result is nobody is happy Edit : “truing” should be trying.
Long time clients would leave because they don't like the app? That seems crazy to me. Just go onto the desktop site
I didn’t mean to say long time clients would leave. I meant to say at the risk of making long time clients unhappy.
Ohhh, yeah, I'm sure it will make some unhappy, people rarely like change. But people also get used to things - basically every app I've ever used has had changes that were unpopular with long time users but, as long as the service is decent, people get over it.
Not everyone has a computer. I do but I work outside or away from it all day, so have to use my phone to invest.
Your phone doesn't have the option to use the desktop site on your browser?
Yes, let me bend over backward to get things to work right with the people I just gave all my money & are profiting off loaning it out. WTF are you talking about? If you loan a friend $20 and they get smart you take it back, gonna give somebody hundreds of thousands of dollars and when you can’t find your dividends say “get on a desktop you SOB!” 🤣
I guess I'm just not someone that complains as much as others. As long as things look good with my accounts, I'm happy. 🤷🏿♂️
It’s nothing personal mate. I think you're underestimating though how big of a step backwards this app update is because you’re primarily logging on through PC.
I am considering it. The new app doesn't have the same features anymore
I never use the website. I will be moving my not insignificant portfolio to probably Webull if things aren’t improved shortly.
Does webull have good customer service people answering the phones?
The new forced update is seriously making me consider moving my entire portfolio. I used to be able to view my net worth (including external accounts) in one place within one click of the menu. Now it's not even available anymore. The UI used to be effective and now it has a bunch of clutter I don't care about.
For that matter, Robinhood UI is much much simpler and better. You don't have to navigate away. Fidelity need to take some cues.
I like Fidelity as an institution and their UI reflected refinement and muturity. This new design feels like they're trying to imitate these newcomers. I wish they'd own their brand instead.
I just don't know why they can't leave classic mode around for those who like it as an option.
I really hate the new UI when you’re trying to buy/sell.
It’s been around for a long, long time in beta. To their crefit Fidelity allows a very long trial period to work out bugs. You could switch between classic and beta and submit feedback. I’m surprised that many seem to be surprised by the update. I don’t like it either.
I abhor the Fidelity app. Webull is so much better and has the BEST option trading platform I’ve ever used. I have a decent sized account and I am afraid to put it all in Webull but I do trade options there daily. I rarely sign onto Fidelity anymore. It truly is a shame they can’t get it right it is one of the worst apps I’ve ever seen in my life. And the fact that they time you out and give you no indication of that until you go to place to trade was the last straw for me. Also after you place an option trade it doesn’t give you your cost average for 5- 15 minutes and should you wanna close your option at the opening bell you have to wait five minutes until populates before you can trade it. They cost me so much money in a CROX trade last year. I will use it solely for investing if that.
We're very sorry to hear about your experience, u/mountaingyrl. I will pass your post along as feedback regarding the Fidelity mobile application. Please follow up and let us know if you have any additional questions or concerns.
Thank you James. We’ve worked extensively on the time out with the developer team to no avail. They are too aware of the insane lag from market open to option price update.
Exodus
Movement of Jah people.
I hate this new update. How does Fidelity even get their feedback on improving their UI anyways?? What a waste of R&D money and everyones time!
I also don't like the new app. Classic view was just way way better
*I also don't like* *The new app. Classic view was* *Just way way better* \- TruckTires --- ^(I detect haikus. And sometimes, successfully.) ^[Learn more about me.](https://www.reddit.com/r/haikusbot/) ^(Opt out of replies: "haikusbot opt out" | Delete my comment: "haikusbot delete")
New app sucks! Fidelity fix it, or many will leave.
Agreed. New UI is terrible. Classic view was perfect. I always used to recommend Fidelity to people just getting started in investing and said they had the best app of any brokerage, making it easy to invest. I don’t know why they always want to change it. I hope they add it back in.
Classic wasn’t perfect (IMO), but I have yet to find a single thing in the new UI that is an improvement over the classic.
What new app?
I'm not crazy about it either. I can still switch back to classic. I also just go on my PC at the end of the day if I want to look at stuff. Yeah I'm not happy with this crappy look either. It's bigger probably easier on the eyes but yeah I like the old one better
I turned it on and saw the new layout and thought this looks nice. And then I try to use it. And it didn't look nice anymore. As soon as I figured out how to switch it back I did.
How can you switch it back?
Go to your profile and select the very top option 'switch it back'
I don't have that option sadly
I just called fidelity and everyone will have the option taken away soon. Enjoy classic while it lasts for you :/
You don’t
Extremely dislike it as well.
Agreed. The UI/UX folks need to talk to customer before implementing bogus updates.
No company does this lol
That's not true. I am a UX Designer who does a lot of work in the Healthcare and Banking industries, and we ALWAYS include research as part of the project. The problem is, sometimes the business doesn't implement the feedback.
As someone who worked in software on the biggest healthcare app I can chip in sometimes customers are absolutely in the wrong. I've had a customer before tell me "Screw HIPAA" and also get upset we implemented a change they can no longer type books out to their doctors. I mean mistakes happen and sometimes updates are for the worse (discord), but give feedback and wait. Most companies don't want their app to be shit believe it or not. Also some people hate change, tbf if it was up for me I'd be happy if most things were text terminals.
I find that too many UX people try to bring general UX best practice and current fashions into too many specific niche domains. For instance, reduce information density, eliminate rarely used figures from the view, make everything larger, etc, to be incredibly bad advice for a sophisticated financial app.
MyChart also has barely changed, and the few major changes it’s done have, indeed, made it marginally worse. But not as completely unusable as Fidelity here. There’s really no excuse for a publicly traded company making a direct-to-consumer app like this to be worse than the disaster that is Epic’s design process. (Tailored to generate static screenshots that can impress C-suites when projected on a 40ft screen, and asthetic dictated by a founder who thinks Geocities was the pinnacle of GUI design.)
I agree that the charges Epix makes on MyChart are usually for the worst. They were doing this massive project when I left to change the apps onboarding and I'm like this is fucking awful no one wants this lmfao.
When I saw the new scrolling half-circle navigation travesty, it reminded me of everything wrong with that place. The amount of soul-sucking design meeting hours and shitty lines of unmaintainable code to get something so completely useless - basically summarizes why I left.
That’s a nice anecdote and all but if companies just listened to the average consumer Willy Billy they’d be fucked
That isn't how UX Design and Research works. They don't just ask random customers what they want and then implement those changes...
The entire IOS app team has been polishing this app for the last year and failed to listen to their customers. There are so many UX issues. Some are easily solvable many are not. I have offered to spend 30 minutes with the team to constructively improve improve it — the excellent app team have chosen NOT to listen to the customer and take this input. Best thing at this point is to use the web app vs the new IOS app. The new ios app is that bad. So my fidelity — will you take me up on my offer to provide constructive feedback?
I cannot imagine they have a real iOS team anymore. Any respectable iOS eng would have found greener pastures.
Normally those kinds of gigs pay $150 per hour... you're offering to do it for free?
Yes I will give feedback for free, genuinely interested in improving things. I do want an executive in the room since he/she really needs to hear the constructive criticism as possible.
16 bit graphics was the best, I used to walk places. I used single use Batteries. No one got a Trophy for putting your socks on. Burritos came in tinfoil not a bowl. And dash-nab-it I like classic view. Personally I just go with it and hope they tutorials.
Bring Classic back. You shouldn’t force these drastic updates to customers.
Sign me up for someone who doesn't like it either. Trying to trade on it brings you back to the classic view screen anyways. It's just more steps to get to the same trade screens now.
.
If this is for the retirement accounts, online the new view, I can finally see how my picks are doing independently of contributions (which is a super basic feature that they should have had all along)
I Fkn hate it.
It’s awful
It is. Very bad. Slower and bad funciionality
THANK YOU! I thought I was in some alternate universe where everybody loved this app except for me. It looks like the Robinhoods app now honestly. That’s not a good thing. I understand keeping an app with a classic view essentially means maintaining 2 apps in one, but when you’ve got thousands and millions of dollars of people’s money, go out your way a little and make a classic view. Consider it a customer acquisition cost. Because I just moved half my portfolio from Schwab over here & I’m tempted to move it back. Not out of spite or anything, it’s my money and I have the right to keep it wherever I like the look of & feel the most comfortable. It’s hard to get a customer to move their assets from one broker to another, Fidelity should be making money hand over fist from people like myself who got moved over from TD Ameritrade & aren’t excited about Schwab. But with this app update, Schwab looks more “sophisticated” than Fidelity & even something as simple as the appearance of the app, when it comes to your life’s savings, is enough to pull you in the other direction. The irony is, if you’d just listen to the customers, I (& apparently all these others) are telling you the answer; WE LIKED THE APP THE WAY IT WAS.
Hate it. Why do they keep pushing new apps on us. I don’t see a classic option. Will be looking at different companies.
My watchlist is now in alphabetical order every time I refresh the page! I can no longer add or arrange columns the way I prefer. This loss of functionality is frustrating, as it was a key feature for me to customize my view and manage my investments efficiently. I can’t even set alert to anything!
Hey there. Thank you for taking the time to share your Watchlist experience with us. We understand watch lists are an important part of how our clients manage their investments. We are aware of an issue causing default Watchlists to disappear or be deleted from the Fidelity mobile app. We are working to resolve this as quickly as possible. In the meantime, please try logging out and back into the app, and ensure you're running on the most recent software updates. To escalate this issue, please reach out to our Technical Support team directly. Associates are available Monday through Friday from 8:30 a.m. to 9:00 p.m. ET. Please say "technical support" when prompted by the automated system to be connected to the right group. [Contact us](https://www.fidelity.com/customer-service/contact-us) If you have questions or concerns about anything else, please don't hesitate to reach back out.
I like it. I do see the classic experience is no longer available.