Fidelity Investments New Account Look — Now In Preview, Permanent In Mid-Nov. 2014.

Anura Guruge, June 8, 2013.

Anura Guruge

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Did YOU REALLY think I would let you look at my account? Wow. Give me a call. I have some great real estate I can sell YOU.

Starting yesterday they want us, i.e., Fidelity online customers, to test drive the new user interface. I was in a hurry yesterday, BUT did.

I kind of like it. LOTS of information on one busy screen BUT I like data. I am a strong believer that you can never have enough data. So in that respect I am a believer.

All the columns are also sortable. That can be handy, BUT be aware of it. IF you accidentally did a sort, all your positions will be in the ‘wrong’ places, BUT there should be a THICK underline below the column that is currently active in terms of the sort. IF the thick underline is NOT under ‘Symbol’ then your positions will not be in alphanumeric order. Remember that.

Yes, ‘Pending Activity’ is also still there BUT not as prominently. Look for it below. You can click on the ‘+’ to expand it.

The ‘Options Summary’ is neat. I could get addicted to that.

The one thing that really sucks. ‘Current Value’ & ‘Quantity’ are columns 5 & 6 respectively. That is awkward.

I called up Fidelity and, as ever, spoke with a very nice Rep. He ‘confessed’ that I wasn’t the first person to complain about this. Even he didn’t like it.

We agreed that the BEST solution would be to give us the option to reorder the columns. That would be REAL neat.

Found something else and just conveyed it to Fidelity. Screens do NOT automatically resize. So if you move an open tab from one screen to another, as I can and will do — with my dual-monitor set up — the tab doesn’t automatically resize. YOU have to manually hit the Windows resize button at the top. Fidelity now knows about it.

So that is about it. I like it. It is a LOT. I will get used to it. IF they give us movable columns it could be real nice.

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About Anura Guruge

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