Rated 5 out of 5 by JJ Excellent tool for asset allocation analysis
New to the tool and only used it for asset allocation analysis so far. It is awesome!
It took me a while to associate that once the outside accounts were added in Full View, the holdings from the outside accounts were also included in portfolio analysis. It saved me time and effort from having to create and maintain my own worksheet. Thank you, Fidelity!!!
October 8, 2015
Rated 5 out of 5 by Mr. X It works
I used Mint before but they always had trouble (connection to some account not working, missing transactions, duplicate transactions, ...).
Full View uses Yodlee... so far so good. No issues and all needed features.
December 19, 2014
Rated 5 out of 5 by ajmeaa I love full view
Full view is an excellent tool, and I prefer the ease of use of the Fidelity version compared to other less appealing ones. I appreciate the assistance of the full view team at Fidelity to resolve issues with accounts that I could not initially access on full view. With their help, I can now see all of my accounts, and this is not possible with any other system. THank you Fidelity for your dedication to the full view program.
November 18, 2013
Rated 5 out of 5 by Joey Only Got Better
The site upgrade was extremely successful it just made a great website only better. It took a little getting used to, but once one gets accustomed took the changes the site is awesome. Thanks
November 2, 2013
Rated 5 out of 5 by celenachar My Number One Stop In Keeping 'Tabs' On Our Finances
I believe Fidelity's Full View to be a great asset in keeping up with all the goings-on of your financial world. Adding all your accounts may take some setting up, but once you've got that task complete you will not be sorry. You log in securely to Fidelity, click the Full View and there you have your financial life at a glance. It really is a wonderful tool to have. Thank You, Fidelity, for making this available to us!
November 1, 2013
Rated 5 out of 5 by JackPot FullView is Amazing!
My wife and I have been using FullView for about 3 years. It took about 6 months before we really mastered what we wanted to get out of it. Now that we have, we have have an incredibly detailed view of our financial life. How many people really know how much they spend on restaurants? Groceries? Books? Entertainment? We do.
Fullview has enabled us to answer the question: 'Where does all the money go?'.
November 1, 2013
Rated 5 out of 5 by jwhales Your complete financial position at a glance
I use Full View regularly as a way to track my financial position. Not only does it give me easy access to all my different accounts, it combines all of the information into my net position, and provides a running list of recent transactions. Best tool I've seen for monitoring your wealth.
November 1, 2013
Rated 5 out of 5 by Chris1964 My favorite investment tracker tool
Fidelity's Full View has been my favorite one-stop portfolio tracker tool for years. I highly recommend Full View to anyone looking for a secure and reliable one-stop investment tracker.
October 29, 2013
Rated 4 out of 5 by Jerry T Adding Individual Stocks
I like Full View but would like to know how to add individual stock holdings and have the value update automatically.
March 29, 2016
Rated 3 out of 5 by guy Needs better interface to start
I have been trying to use Full View this year. Moved off Mint. Love the integration with my Fidelity Accounts and I don't seem to be losing any credit card transactions like I did in Mint.
However, the interface is very "clunky" for lack of a better word. Slow is another downside. I'm still learning how to make the best use of the tool.
Full View clearly needs work. It is not up to the standard I've come to expect and appreciate of the of other Fidelity online tools.
I hope that Fidelity continues to offer a tool like Full View or another alternative tool and that they are committed to making it the best in its class.
March 17, 2016
Rated 1 out of 5 by Rajesh no mobile support
after hearing about this service, I thought it would be a great one, but it turned out to be not so.
most of the times accounts does not refresh, they report outside account error.
not having a mobile app that shows my full view is a big bummer
March 9, 2016
Rated 2 out of 5 by VenkK Great idea, poor execution.
Fullview is a income and expense analysis software along the lines of quicken. I've used both products and have been using Fullview for several years and recommended it to other fidelity users among friends and family.
It's is useful in collecting and categorizing your cashflow streams and in producing reports on income, expenses along time and categories. As part of fidelity.com it's available everywhere and the contents are safe behind their security barriers.
However, I've seen some bugs from time to time and have not received adequate support from Fidelity.com. I've been told this is because it's an external product and not one developed by Fidelity. I wonder if any of the data goes outside or stays within Fidelity's walls. This is a shame as it's a very useful tool.
March 5, 2016
Rated 1 out of 5 by Papa G not a priority for Fidelity
I have been using Full View for at least 5 years. The concept is fantastic; however, the execution is poor. For example, the Budgeting tool only gathers 6 months of data which cannot be changed; however, since most people have some spending that is outside the 6 month interval (e.g., Federal taxes), this budget method is in accurate. The tool really needs some attention, but Fidelity does not seem to respond to requests for enhancements or fixes.
February 13, 2016
Rated 3 out of 5 by Maggie updating recent changes from outside accounts?
I would give this tool 5 stars if it consistently updated all of my outside accounts. The total up-to-date value from outside accounts adds up but in the detailed analysis I'm still seeing mutual funds included as part of my portfolio which I have sold in the last month. If this gets fixed, I would change rating to a 5 star.
December 30, 2015
Rated 2 out of 5 by Dave stopped working
Full View worked well for about 6 months, then it stopped updating a number of my outside funds. Fidelity technical personnel tried to fix the problem but were unable. They did not have a definitive answer to why the problem occurred.
October 22, 2015
Rated 2 out of 5 by Rusty my Fidelity investment accounts dont show up
My Fidelity Cash Management account shows up in Full View, but my fidelity investment accounts do not. There is no apparent way to add the Fidelity investment accounts.
Also, the user interface has way too much white space, so you can't see all of your information on the screen at any given time. I liked the old Fidelity website interface much better.
October 17, 2015
Rated 1 out of 5 by Dissatisfied User Unreliable
On a regular basis, Full View drops all outside accounts from the Analysis tool, even while showing them in the drop down dialog box as having been fully updated. It is virtually impossible to get a clear picture of all asserts. Better off sticking with a third party application.
September 8, 2015
Rated 1 out of 5 by rykopop New web site
Been a Fidelity customer for twenty plus years. Have great representatives when you call. Their new web site is horrible to say the least. Have voiced my opinion numerous times but seems like I just get pacified. I was told the response is a 50/50 for new site. I only wish they would have left it the old way, new way is too much and not simple.
August 4, 2015
Rated 1 out of 5 by Frank full view
Can not see my portfolio in full view. My banking can not be updated as I need to edit my credentials. How do I edit my credentials.
Robert F. Kello, Jr.
July 18, 2015
Rated 1 out of 5 by Sam New Account and Trade Experience
The new account and trade experience is terrible. The UI is cumbersome and not easy to navigate. Entering trades is a hassle as well.
I want an option to go back to the old view.
July 7, 2015
Rated 1 out of 5 by Ralph S. Full View needs work
What I like about Full View is that it was easy to add outside accounts, and see my net worth.
But before I become a serious user, improvements are needed. The user interface is technologically primitive. The sub-windows which are used to display the information in which I'm interested uses only 15% of my monitor. I want my transactions list to use ALL of my monitor. Scrolling is erratic. Scrolling in a sub-window scrolls the entire window when the end of a sub-window is reached. For 3 of my outside accounts it's been impossible to satisfy Full View with "additional information," even though Full View has managed to retrieve all the data from these accounts. It's not at all obvious how to create and use budgets. I look forward to the next release, and hope that someday Full View will replace Quicken for me.
June 24, 2015
Rated 2 out of 5 by mka Oddly buggy since start of New Year
I used the dashboard to monitor my finances last year and thought that it was an easy to use, helpful tool. Granted, there were a few areas where it could be refined, particularly in terms of granularity of timeframes in some of the graphs.
However, since the New Year, some of the percentage calculations are flat out wrong. For example, in the Net Worth performance graph, I can see an increase in my net worth in the selected time frame, but the change in net worth percentage value presented at the top of the graph shows a negative performance. In addition, changing the time frame in the options does not always result in the correct time frame being displayed in the graph.
Furthermore, the expense analysis plot picks up on the fact that I transferred money from an account, but is not picking up on the fact that I transferred this money into a new account even though the new account is visible in the account summary page.
These bugs have made this website unreliable. If not fixed, unfortunately, this site will have no value to me as a finance-monitoring tool. I can not use a site that I cannot trust for something as important as my finances.
March 1, 2015
Rated 1 out of 5 by vic d A clumsy application
Fidelity has always been on the cutting edge of technology. Full View is terrible. Other firms have a more clear approach. I think it should be easier to use not as complex as it is or forget it and start over.
February 18, 2015
Rated 3 out of 5 by JD Not a priority to Fidelity
I've been a Fidelity customer for decades and I love their overall service and site. Unfortunately Fullview has never seemed a rea priority to Fidelity, kind of like the mint bowl at the local family dining place sometimes it is filled others empty and since it is a freebie they don't pay much attention.
FV has needed some better performance for a long time, my balances in networth are frequently incorrect and credit card transactions show as doubled because they are counter twice once for the card purchase and once for the autopay. Reports are limited and should have more ability yo customize etc. I use it to check my non fidelity balances but over time the institutions change security or get dropped so my accounts fail to update. Etc. Etc. I actually am surprised as Fidelity will have many retirees living out of their site over the next few decades and good tools will be a good way to keep baby boomer funds in those accounts not another brokers.
December 28, 2014
Rated 2 out of 5 by Alexander Unreliable
I find Full View to be unreliable. Some transactions from non-Fidelity accounts don't show up at all, and today I noticed transactions that were there yesterday are not there today. The Track Spending Applications rarely groups transactions correctly by category. It also seems odd that the Expense Analysis module, Cash Flow module, and Budget module don't use the same criteria as to when to report transactions. Some report pending transactions and some don't. Full View is a GREAT idea, but needs some major improvements.
December 19, 2014
Rated 3 out of 5 by byron ability to locate account information
I am unable to locate information about my account previously available to me; e.g. recent transactions and account history. I think someone should consider the frustration you create by continually changing the the interface with the user.
December 5, 2014
Rated 1 out of 5 by ISThisTheBestYouHave? Not worth anyone's time
It does the same thing the main site does, with the exception of adding outside accounts (so what).
I thought I would see pie charts, bar graphs, something that would wow me. Nothing did. There are videos that are intended to help. They don't.
I'm trying to figure out what fidelity is trying to accomplish with all of this. It seems to have no purpose.
The main account dashboard is more than adequate
I like fidelity, I just wish I liked the marketing team and those who are charged with giving us tools.
Surely you can do better? Need help? Call me
November 12, 2014
Rated 2 out of 5 by direwolf122756 Not very adaptable
While this tool has the capacity, it lacks significant adaptability. Additionally the automatic feed into Fidelity's other tools are limited and require updates. In particular my company was acquired by a larger multi-national whose 401k and stock plans were different than my prior company. I had sync'd Full View to the original brokerage and 401k account. I was required to change passwords and I didnt have my full account number from my original provider. Full View has never updated the data correctly sisne
November 1, 2014
Rated 3 out of 5 by Susan K. All in one, but can be better
It is great that we can put everything in one place and see how we invested, where we spent, and etc. But, it would be nice if we can
1) delete the bills we no longer have under Bills Manager.
2) have an overall portfolio analysis of all investments/savings, not just Fidelity accounts.
3) connect to www.treasurydirect.gov.
Although I have the auto-pay for American Express, Bills Manager always shows "overdue" for it. It is kind of annoying. Hope there is a bug list somewhere we can report this.
September 25, 2014
Rated 2 out of 5 by Kcfield Ongoing Balance Errors in Manually Entered Accounts
Fullview does fine for automatically updated accounts. However, my American Express' Savings account had to be manually entered due to AMEX's security. When I record a deposit to this account, a glitch in the program enters the deposit a second time in the "running total" column. As a result the balance is always too high, the total of deposits and withdrawals do not equal the running total, and my total net worth is always off. I have written senior management. They referred the matter to the Fidelity IT team, who, in consultation with the third party vendor of Full View corrected the error the first time. However they did not correct the underlying problem, and the root cause issue remains unresolved. While I have confidence in Fidelity otherwise, their inability to keep an accurate running total in Full View has eroded my confidence in Fidelity, as it makes me concerned that similar balance errors might occur in actual Fidelity accounts. I am holding off on transfering my wife's significant investments over to Fidelity until this matter is permanently resolved.
August 28, 2014