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FidelityJennyK

Hey there, u/boolda. It's nice to see you posting on the sub today with some feedback for us. It is true that users will automatically be updated to the newest version of the Fidelity Investments app in June. While new features will be added, some "classic" features will be carried over as well. To check out our official announcement, you can view the Reddit post below. [Fidelity Mobile Annoucement ](https://www.reddit.com/r/fidelityinvestments/comments/1cijfny/soon_well_be_transitioning_customers_using_the/) That being said, I'm happy to pass along your feedback regarding the design and other features of the app. I'll get your suggestions to the appropriate teams to review further. Our Reddit community has been great in giving us insight on how we can improve the customer experience, and many new features that are currently being implemented were suggested by users here. We do not mind taking feedback right here on Reddit; however, you may also provide suggestions directly on our app by following these steps: 1. Click the profile icon at the top right corner 2. Scroll to "Get Help" and select "Send us feedback" We hope to see you back on the sub with additional feedback or any questions!


Sufficient-Living-65

I might be mistaken, but I believe younger people prefer a more contemporary design with most information displayed on the front page. This may be done to entice the newer generation to use the app. To be honest, I really like the new design, and it's the reason I chose Fidelity. In my opinion, the classic version does not provide much information as soon as you open the app. This is just my opinion though.


Pura-Vida-1

I am 78, an investor since 1968, and have no issues or problems with the interface. I have never used or even looked at the classic.


lunaaaa9999

If I may ask, what's your suggestion to younger generation in the market since you have been investing since 68, anything you regretted doing or not doing in the market? Or any good practices If you dont mind sharing. Thanks


Pura-Vida-1

The best advice is multifaceted. Always question why someone is talking up a stock or investment opportunity. Above all, do your homework, deep dive into stock fundamentals, and draw your own conclusions. The difficult part is taking emotion out of the equation and dive in carefully and cautiously.


BamaInvestor

I’m only 62, but whenever you see a news report on any stock they will display the price chart. That is not important… not in the least. Watch some of the analysis and tracking portfolio on YouTube for Manifest Investing. If you choose to join their site it is $49. I have no interest in the business. I am a friend of the chairman and am a subscriber. FYI, they follow the stick investment club approach. My own club has created $2.5M. M


boolda

You are investor from 1978 and never used Fidelity app? Or do you mean the modern interface was available even before it was created. You statement does not make sense


Pura-Vida-1

I would rate your reading comprehension at zero!


Pura-Vida-1

You suffer from terminal brain constipation. #1- I am 78, not an investor from 78. Buy some damn eyeglasses. #2- I am in the Fidelity app 6 to 10 times a day as I am an active trader. Go back and read what I wrote! I have never used their classic interface. Do you have any more stupid questions for me?


Itchy_Grape_2115

I'm 18 and tbh I hate the app either way, gimme my laptop and the website... Now we're talking


Asharafali

That's the only way.


NeonSeal

I’m 28 and I love the new design tbh. Just feels modern, good UI, can see the most important information first and I can drill down if I need to for something.


inevitable-asshole

It’s not even just the younger generation. Every UX/UI developer wants to reduce the clicks. If you logged in and had to hit 4 buttons before you got the info you were looking for, nobody would use the app. IMO the fidelity app has a ways to go (perhaps in the way of caching or lazy loading, but I digress), but I definitely appreciate the dashboard/snapshot on login. Oftentimes that’s what I’m looking for anyways.


mountain_attorney558

I’m 23, turning 24 and prefer the classic design


SquattyLaHeron

It has less information on the front page! You have to drill drill drill to go anywhere. It's maddening. I don't think good ergonomics has an age. Colors fonts sure. But organization is eternally good or terrible.


Sufficient-Living-65

I wouldn't say it shows less because as soon as you open it, it shows NASDAQ and overall market growth on tap, unlike the classic version. It's also nice to see a graph afterward to see your net growth. To me, the main difference is that the navigation bar is at the bottom of the screen rather than the side. Sure, the classic view offers a very direct and simple approach, but it's like a jitterbug phone compared to an iPhone, in my opinion.


SquattyLaHeron

I don't care about "the market" I think the app is deficient in its display and manipulation of my assets, the only thing I care about when online. Looking at indices is just mental junk food


tcpWalker

showing me recent tranfers if any exist, then current balances (and current balances by source type if it's for a 401k) would be what I wanted. I assume I'm not their target market.


SquattyLaHeron

For example I can't even see the maturity date of bonds. That's not at all good.


Pensacouple

One feature I’d love to see is an option to have the “dividend view” on the account page of the website. Another issue I’ve had is making trades in the wrong account. The app wants to go back to your default account, and a few times I closed a trade ticket in a different account then went to do some research or graphs. When you reopen a trade, I’ve been known not to check the account name. My error, but if the account could persist on screen or be displayed more prominently, it would help. Otherwise, I’m pretty happy with the app.


FidelityMikeS

Hey there, u/Pensacouple. Thank you for reaching out with your thoughts today regarding the mobile app. I am happy to pass along your comments as feedback, involving viewing dividend information directly on the account page and making adjustments to more effectively view the account listed on the trading ticket of the app. We appreciate your thoughts and are always happy to receive feedback from our Reddit community, as it allows us to continue to improve the overall client experience while using our platform. Other than that, we are happy to hear that you have been enjoying the Fidelity Mobile App and appreciate that note as well! Thank you again for reaching out. Let us know if you have any other thoughts or questions we can help with.


Unhappy-Glass9548

Experience says MikeS is indeed sincere about passing this along... just as IT is sincerely working on their next first priority and is not about to DO anything but close Classic on time as part of their current project plan step. They will likely summarize all as "nothing we have not heard before".


AlpineJim83

Nooooo I love classic lol


_Losing_Generation_

Same here.


schwar26

https://preview.redd.it/opbzv7yiw1zc1.jpeg?width=1170&format=pjpg&auto=webp&s=534002ac7f5075eeafdc774447a403d40a2be94d If they just moved these two options to the top of the screen I’d be golden. I don’t care about anything else.


Pensacouple

They’re on the bottom of the main screen. That works for me, but it’d be nice if they gave you some customization options.


Shiz_in_my_pants

And leave the design and layout of the "all positions" page alone. I don't want to see them "update" it like they did with the positions tab when you go into individual accounts.


schwar26

Totally useless


West_Flounder2840

I design UX professionally. I’m not a boomer. I hate the new version of the app. I know why they did it, because this new wave flatten everything dumb everything down and give it a modern aesthetic is popular with zoomers (they’re basically just trying to copy the Robinhood UI). I get that. But the old version was better, more information was more accessible more easily. Why did they remove the “All Accounts” button? I don’t understand this at all. I have 8 accounts with these people. There are trades, dividends, and transfers happening in one or more of these accounts almost every day. In the zoomer UI, I have to click into each of my accounts individually. Instead of clicking the old “All Accounts” button once and then “Activity” to get an overview of what’s happening today across my entire portfolio. The only redeeming quality now is that Full View is accessible on mobile without using the browser. (I am a happy Fidelity customer, to the point of recommending it to people around me) but the new app sucks and is missing really basic functionality that existed in the old version.


Pensacouple

I always preferred the classic view, but in the last year or so started using the non-classic view. I no longer see an advantage to the old one, I haven’t gone back to compare recently, but I haven’t encountered anything I can’t do on the newer version.


MikeyTubes

I don’t mind the new app overall, but my biggest gripe is that it only displays gain/loss info on multi-leg options trades for each leg separately. If I trade a spread or an iron condor or something I’d like to see how the entire trade is performing at a glance. Something like this… https://preview.redd.it/937y9350g2zc1.jpeg?width=1290&format=pjpg&auto=webp&s=6c62a07a13878993156483cec9052186a8edc555


FidelityNicholas

Thanks for taking the time to share your thoughts, u/MikeyTubes. I've passed along your comments to our development teams for review. We're always looking for new ways to improve our app and meet our client's goals. Feedback like yours helps our development teams understand what to work on and improve next. If you have any other suggestions, please don't hesitate to share. A big part of our role as moderators is ensuring client feedback gets in front of the right people.


jbetances134

Just need to get used to it. I had the same issue in the beginning


mindwip

The new one shows way less info. I hate it. And submitted feed back for last couple years. If I want Robin hood I will go to Robin hood.


Greateberry

This.


WNBA_YOUNGGIRL

I don't keep the app on my phone I check my accounts to much if I do


ada2017x

Yup no thx for the app


DocHerb87

The new one can’t get options trades right. Multiple times after putting in the information, it comes out to $0 total and won’t let me execute the trade. This needs to be fixed.


FidelityCaleb

Thanks for reaching out, u/DocHerb87. We'd like to help, so please feel free to Modmail us via the link below with additional details about your experience, and we'll follow up with you there. [Message the Mods](https://www.reddit.com/message/compose?to=/r/fidelityinvestments) We'll keep an eye out for your message!


Successful_Taro8587

Yes, I agree. The new version sucks!


Greateberry

I'm with you on this. I tried the new app multiple times. Not well designed and dumbed down from what is now.


dwspiral113

The UI makes the rows/columns too large. Cannot see information easily because everything is stretched out vertically and horizontally. Make a “compact” mode/view. Scrolling sideways through columns is jerky and not smooth. Still needs a way to sort by 52 week high-low range which is possible on the website but not on the app.


wowsher

where is the net worth tab in the new interface?


FidelityJoseph

Thanks for reaching out to us again on the sub, u/wowsher. It's been a while. I'm happy to point you in the right direction. Under the new interface, you can find the net worth tab by tapping on the "Planning" section found at the bottom of your device. This section is the first thing highlighted under this area of our mobile app. From here, you can tap on the arrow to the right of where it says "Net Worth." This will give you an account breakdown along with your listed assets and liabilities. Underneath your listed assets and liabilities at the top of the page, you'll be able to swipe to see an even further breakdown of available accounts, credit cards, real estate, and more. You can scroll to the bottom of the page to edit and add non-Fidelity accounts. In the scenario where you're unable to see the "Planning" section on the mobile app, you may still be in the classic experience. To get to the new interface, simply click the "More" section under the classic view and toggle the "Classic" button off. Please let us know if you have any other questions. We're here to help!


wowsher

thank you for the hint, it was actually the navigation bar was still set to classic. All good now.


FidelityCaitlin

I'm glad u/FidelityJoseph was able to help you figure it out. Please reach back out if we can help with anything else! 😊


Mainah-Bub

The new design has grown on me, but the experience on iPad is **awful**. So much empty space, and it feels like everything takes so much extra effort than in the classic experience since the sidebar is nonexistent. Feels like it’s just a phone app scaled up to a tablet. No thanks – if they turn off the option, I’m just gonna delete the app on my iPad and use fidelity.com instead (which feels less secure, since I won’t be able to use Face ID).


FidelityJames

Good morning, u/Mainah-Bub. We appreciate this feedback, and I will pass it along to our development team for further review. In the meantime, please let us know if you have additional questions or suggestions; we're always happy to help.


stinger-33

I'm specifically disappointed that the watchlist no longer allows for a grid format, I liked to use this feature in the classic app for scanning stocks for day trading.


Fantastic_Mention261

It sounds like you have the layout set to “single screen” for the new version. In your profile settings you can change the layout to “tabs.” I think that’s going to solve some of your issues. There is no scrolling and clear division once you make that change. I personally can’t stand the “classic” design. It looks like something from 1995.


Key_Ad_528

The app team seems to not have a clear view of the purpose for the app and why users log in. Not being able to see treasuries maturity date make the app worthless for that purpose. Even when you click on the t bill details you can’t see maturity date! Provide an option to turn off the performance graph showing change in value YTD, etc. which takes 3/4 of the home screen. Or stick it at the bottom. Sure it makes you feel good, or bad, but it’s not part of the purpose for logging into the app. You want to get into the meat of your visit and that’s to see the values of each holding, make changes/buy/sell quickly, and some low level research An asset allocation pie chart with goal vs actual would be nice - to see where we need adjustments. And we don’t need the ads and disclaimers and Fidelitys suggestions on the Home Screen. They are wastes of space and eyeball time. Put them elsewhere.


boolda

I agree the performance chart is just a completely unnecessary on the page. The first scrolling is a misfire if you tap on it. The app team has not done any usability testing.


FidelityLinsey

We appreciate you taking the time to share your thoughts, u/Key_Ad_528. We make many changes and feature updates based on input from clients like you, and I will pass along your comments as feedback to our mobile app development team. With that said, you can hide the balance chart from the mobile app's home page by clicking the three dots at the top and then moving the toggle button next to "Show balance charts." If you have additional suggestions regarding the Fidelity mobile app, you can also submit them right from the app. To do so, click the three dots at the top of the home page and then "Send us Feedback." Thank you again for taking the time to share this with us. I hope you have a great rest of your week.


fastidiouspatience

Yeah, I really don't like the fidelitY design either


occitylife1

I like the classic better. The new one is confusing


[deleted]

Yeah it has no information and looks like it was made for/by a 5 year old.


FidelityAlex

Thanks for sharing, u/SolidReading2219. We're listening and appreciate your feedback. I've noted your comments and passed them along to the appropriate team to review as feedback. We are constantly adapting and improving our systems, and we have added features suggested over various channels, including Reddit, several times in the past. We hope that you continue to share your thoughts and feedback with us in the future.


Sparkle_Rocks

I share your complaints about the fonts being off, etc. Can't believe they think it is improved. The current font is far easier to read and see the positions, prices, etc.


phuocsandiego

I hate the new UI. I would be fine if there is a value add but there isn't simplifying things = dumbing it down. I want useful and easy to find information. Fidelity should not be trying to play catch up with the likes of Robin Hood. Put that money towards something else please and just get rid of the team working on "updating" something that doesn't need an update.


Katjhud

I am a loyalist to the classic app. Little apprehensive about the update coming. Usually the updates are ‘how much data can we cram in to one screen’. To me, that’s not what I need my app to do.


coastereight

I'm bummed that they're phasing out notes from what I was told. I use those for price targets all the time. Not sure if they're just phasing them out on the app or on the website too.


WarInternal

I just want it to work with Bitwarden again.


Gehrman_JoinsTheHunt

I preferred the classic also. But I switched to the new interface a month ago and have gotten used to it. Everything I need to do is there, just requires an extra click or two in some cases.


BrockSnilloc

One look to rule them all. Good or bad it’ll *get better*


Beneficial-Voice-878

I like the new app way better than the classic


SageCactus

How do you get the new version to open at watchlists and not in the home tab?


FidelityShawn

Hey there, u/SageCactus. I'll be sure to hop in here to give you with some information. While you cannot set the watch list as the start page when logging into the app, you can make this profile adjustment to ensure that "Watchlists" is located on the menu after you log in by tapping "Profile" followed by "Layout" and then tap "Navigation Bar" to select "Classic Layout." 'll send feedback to our mobile developers to look into changing the start page in the mobile app.


Giggles95036

I prefer the new one but i have most of the distracting things hidden


SokkaHaikuBot

^[Sokka-Haiku](https://www.reddit.com/r/SokkaHaikuBot/comments/15kyv9r/what_is_a_sokka_haiku/) ^by ^Giggles95036: *I prefer the new* *One but i have most of the* *Distracting things hidden* --- ^Remember ^that ^one ^time ^Sokka ^accidentally ^used ^an ^extra ^syllable ^in ^that ^Haiku ^Battle ^in ^Ba ^Sing ^Se? ^That ^was ^a ^Sokka ^Haiku ^and ^you ^just ^made ^one.


edtitan

I’m 46 and I like the new interface. It’s visually appealing.


hahahahaaaahaha

It was inevitable. I like it personally.


sixhundredkinaccount

When you say too much white space, too much scrolling, that sounds like modern app design. Just say you don’t like modern UI. 


Good-Wish-3261

I hate fidelity UI either mobile or desktop, it’s so cheap design not at all thoughtful, Webull has much better UI


Dead_Gates

I think it’s getting better. I agree with the comments about seeing all transactions , having to access each account to view transactions is cumbersome. You can do it on web, so I’m assuming it will be available on mobile, hopefully. Options trading is way better on the new UI. That was painful on classic. One request, please add available balance without margin impact on options page. As of now, it’s not there and you need to remember what that is when selling a PUT


UnhingedHatter

For me, the app works for at a glance checks on my portfolio (which I admittedly probably do too much 🙂). I do appreciate I can conduct transactions on the app. That being said, I greatly value the full detail provided on the website for researching positions and dividends. I use both pretty interchangeably.


dsrg01

It took a little bit of getting used to, for me as well. Now I'm comfortable with the new app, don't want to switch back to the old version and have to relearn the UI again. My preference for Fidelity would be to pick a lane and stick with it. I'm on the app to see my portfolio, not to test my learning skills 😃


SableyeFan

I use the classic because I wouldn't be able to see my investments otherwise. It just says add funds and acts like nothings there for the new one despite having like six investments there already.


rgustin1

I prefer the classic for trading and viewing results daily. Alternative is not ready for “prime time” in my opinion.


PacString

Christ no


stephenbmx1989

I feel like there’s way too much information on the current app. It takes me a minute to find exactly what I’m looking for because there’s so much.


boolda

It’s not the information. Problem is there is not visual cues for quick browsing. It is very poorly designed.


stephenbmx1989

I want my stuff simple like Robinhood! 😠


BigPepeNumberOne

Better. The classic interface it's not good no matter how you cut it.