Rated 4 out of 5 by David116 Convenient and accurate
Like any financial aggregation software, you must enter all the accounts and credentials that you desire to track. However, Full View is very good at accurately keeping balances up-to-date. I check Full View on a daily basis, so I can keep an eye on all my financial transactions.
October 28, 2013
Rated 4 out of 5 by Al1 Room for Improvement
Would like to see the transactions identify the account to which they apply and, for Fidelity transactions, the securities to which they apply (strangely, it shows the securities in my non-Fidelity account...).
Also would like a one-step click for paid credit card bills. I just don't bother with it any more which undervalues net worth calculation.
Finally, daily updates should occur later. Now they occur too soon after the market has closed and don't capture updates to mutual funds. Now it updates every time I open it, which takes too long. Rather ust have it update at midnight or something.
October 28, 2013
Rated 4 out of 5 by jim e b very helpful
a little bit fragmented, but all info is there if you know where to find it
October 28, 2013
Rated 4 out of 5 by alisamcd Good start - needs improvements
It takes long time to load information when entering FullView account. Needs to be more combined portfoliio analysis and stock sector information.
October 28, 2013
Rated 1 out of 5 by Chicago Steve poorly designed interface
It would be really nice if I could figure out how to download the consolidated holdings into Excel.
FAQ on Full View says
"Can I download Full View® data to another program?
Yes, you can download transactions data from Full View® to Excel (csv/xls)."
But then it does not explain how. There is not a "download" link as there is in the normal account interface. I got tired of trying to figure it out and gave up. If I want to do any analysis that isn't part of the full view tools, I guess I am out of luck
October 27, 2013
Rated 4 out of 5 by Jon The New FULL VIEW merges several tools into one
With the new FULL VIEW, I get the at a glance list of all my portfolios. This tool from Yodle is available at several of my providers, but Fidelity went a step or two beyond. Now I can analyze all of my portfolios... They use Morningstar to look at all of my assetts & help me stay on my investment track.... That green line just got a little easier to follow!
September 28, 2013
Rated 2 out of 5 by amar Full View has been terrible since update/Change
What a horrible update.... I was a daily user of Full View and liked the simplicity & reliability. However, since the last change/update (about 6 weeks ago), this has effectively become useless:
- Hangs often
- Confusing apps (why even make all these little things an app)
- Multiple clicks now needed to accomplish what I could do before with 1-2 clicks
Fidelity needs to remember that they are providing a Financial product/service to investors :) This is NOT a place to come to for getting cool apps. Has IT run amok here...
September 26, 2013
Rated 1 out of 5 by weo Great when it works
Full View is a wonderful tool. However, it has proven to be unreliable and the 'normal process' to get anything fixed is 2-6 weeks.
Fidelity generally has really good customer support; the folks are easy to deal with and usually very responsive. However, services provided by Fidelity's outside vendors are WAY BELOW those standards. Resolutions are slow and often irrational.
September 25, 2013
Rated 1 out of 5 by wheel42 Disappointed in new Full View
I am disappointed and frustrated by the new full view. I used to use the old full view to check my individual holdings in each of my accounts from one web page. From what I can tell there is no Full View "App" that lets one view the holdings (the number of shares owned) in any accounts. I can see balances, shares traded, net worth and things like that. But, I just want to be able to see the number of shares. The reason I want to do this is because I have my own analysis that I would like to do. Please give me the old Full View back. Or, give me an app or the capability to make my own Full View app.
September 20, 2013
Rated 1 out of 5 by geezeruser old fullview - new fullview
I was a huge fan of old full view. I am disappointed in new full view and do not use it.
September 10, 2013
Rated 1 out of 5 by funrun New Full View needs major improvements
Poor interface, poor execution
Can no longer view Transactions by Quarter (1Q 2013, 2Q 2013, etc.), downloads are cumbersome
Pop-up boxes for specifying criteria use a swipe/scroll function that is poor interface design, and hitting top or bottom of pop-up sends the entire web page scrolling, taking pop-up out of view. Extremely poor QC.
Performance is slow, refreshes too frequent and distracting.
Apps are lame, awkward. The previous version of Full View was superior by far. Very disappointed, frustrated that all the time I spent configuring data may have been a waste.
PLEASE, Fidelity, pay attention to the feedback you're getting.
September 10, 2013
Rated 1 out of 5 by The Master The new Full View is Terrible.
I have used the old Full View for 10 years and have used it everyday. I had 10 years worth of data that has now been erased. I can not see my whole Net Worth now.
September 9, 2013
Rated 1 out of 5 by sterlingarcher Hate the new version
I'm not sure why they seemed to have overhauled the entire site. I found the prior version useful, easy to use, and dependable. A "fresher" look isn't always better. Recategorizing transactions isn't as easy or customizing the the expense analysis page - who budgets on a rolling 30 day or 6 month period? Give me this year, this month, last month, etc. I find myself using other methods to monitor my accounts and will actively be searching for a better site.
September 9, 2013
Rated 1 out of 5 by Dissappointed Good Bye Full View
I used the old version for budgeting. The new version budget program is totally inadequate and full of glitches. It even creates glitches in my Retirement Income Planner.
All the customer services calls in the world couldn't put Humpty-Dumpty together again. Unless I can restore the old version, I will have to buy an independent program to budget with my Fidelity accounts.
September 8, 2013
Rated 3 out of 5 by SR Full View
I find the recent upgrades non-intuitive. Overall I really like the concept but the prior iteration was much easier to use.
August 28, 2013
Rated 1 out of 5 by Sam Absolutely Terrible Interface Redesign
It is really amazing that this product was released. It performs much less well than the prior version. My particular area of upset is with regard to editing categories in transactions. I am using Max OS 10.8.4, and the latest Chrome, though I also tried it on Firefox
1. The drop down list of categories displays 3-4 items forcing tons of scrolling.
2. First-letter entry does select the first entry in the list with a matching first letter, and pressing again does select subsequent items, but after you find your item, you must select it with the mouse.
3. Arrow keys function but enter key does not function in lists. You need to use the mouse.
4. The old list box displayed tons of entries (15-20?), so even though you needed to use the mouse you could actually find an item in the list.
I called tech support (IM chat actually). They acknowledged the short list problem, but reported that they could use the enter key and select from a list. Lucky them. They were very polite, but not helpful and did not offer to alert me when the issues were fixed.
August 28, 2013
Rated 1 out of 5 by RDG57 The "new full view " is worthless!
After being a Fidelity customer for years & having gotten use to a high level of service & web functionality, I was shocked when I logged on to the new Full View & found such a poor web design. All I can say is that I'm extremely disappointed.
August 16, 2013
Rated 1 out of 5 by Gary New Full View
Please bring back the Old Full View or at least offer the option for a classic view. The old version worked much better for me. It was far easier to use without wasting time. The new version is much less user friendly and intuitive. It is also much slower and seems to be buggy. In particular it makes very poor use of the computer screen. Why do I have to use horizontal and vertical scroll bars when I have a 19" monitor? The added feature I find useful is the ability to chart net worth. The new Full View is a big step backward. This is a financial management tool not a cool phone app. If you want to offer a separate phone app interface that's great but don't make me use something designed for a 3" screen on a 19" monitor. Please change back. to the old interface or I will be looking elsewhere for an alternative..
August 10, 2013
Rated 1 out of 5 by Fred-O New Fullview, very disappointing
After all the hype, the new FullView is a dog.
Dashboard spins and does not load. Features are lost. The old one would show you more information but used less screen space. The new FullView is slow and clunky to navigate.
August 4, 2013
Rated 1 out of 5 by Disappointed Totally disgusted with the new Full View
I have spent way to much time trying to work with the new Full View. It was a great program, easy and quick to check all my accts, print a basic P& L, and able to access any account that might have an issure quickly. Now it is a waste of time. Please bring back the old Full view, I do not see any reviews that like this new format, or do you really not care what your customers want? I used to brag about Fidelity and this program, now everyone I recommended this to use is is yelling at me!
July 31, 2013
Rated 1 out of 5 by investor New Full View Awful
The new Full View is disappointing. While the color and presentation looks fresh, the functionality is sub par compared to the old Full View. I cannot believe Fidelity would approve such a subpar product, especially when the one that was up and running worked just fine.
Examples of ruined functionality include: (1) Seeing the full account name in the chart under account summary and net worth. Now, I can only see a partial name followed by ... with no way to expand. (2) No ability to print. Fidelity added a print button that provides a useless printout. I used to be able to print net worth or account summary with just a click. (3) Limited ability to edit account information and nicknames for certain accounts. (4) Limited ability to customize. The dashboard has some options, but other screenshots, such as net worth, allow no customization. I am stuck with this narrow window with half account names and no ability to expand that window or delete others.
Other than the colorful and more modern presentation, the new Full View is inferior in many respects. Unless and until Fidelity fixes these issues, I would recommend that Fidelity reinstate the old Full View until some more beta testing occurs.
July 31, 2013
Rated 1 out of 5 by Tim New FV < Old FV
Where to start?? What was once one of the most useful account aggregation and portfolio, credit, loan management and cash management tools for my personal and business accounts is now a confusing mess. The previous split screen view was perfect for a big picture glance to the left (in my configuration) and an easy glance to the right for details of anything that stood out in the high level summary.
I've spent hours configuring and rearranging the new FV to get it somewhat close to what I could use. However, no combination of transactions and summaries gets me a "Full View" of my accounts and details of transactions.
Please go back to the old FV or make substantive changes to the new version. As a number of other users have explained, the new version is considerably more confusing to configure (too many "Apps"), less flexible and pushes us to other aggregation services. Yodlee who facilitates the aggregation aspect has other institutional partners. It would be a bit of work to set up accounts somewhere else but in the end all I would have to do is add Fidelity back to another aggregation service and be on my way to a daily review that I could enjoy using.
July 30, 2013
Rated 1 out of 5 by SoDissappointed I want the old Full View
The new Full View is a joke. It is totally useless in terms of flexibility. I would have preferred the older older version, the original...that was truly awesome. If it works, don't fix it. I am totally disappointed.
July 29, 2013
Rated 1 out of 5 by Heath Bring Back Old Version!
I used Fullview to manage my finances. With the new Fullview, the budget function has been ruined. Please make an actual total that tracks against the total monthly budget. The set monthly budget window is so small you can only view 4 items at a time. The old version gave you a snapshot on one screen so you can get the whole picture. The old Dashboard also split out transactions by account.
July 26, 2013
Rated 1 out of 5 by bnott Full view upgrade, total failure
I've been using the old full view for years as my go-to for financial management. Two of the greatest features they had was the transaction summary grouped by account, and the fact that they you could launch right into the account from the full view page.
Not only were both of those features removed, but the new full view main page is almost completely unusable and clunky. I've read some of the fidelity responses and I totally disagree with what they are saying. The main response is that you can get to your transaction summary by account by going to the My Accounts->Transaction page and clicking the accounts column. First of all, even if that were true, you moved the most convenient feature that you have to a different page?! The whole point of the full view is to get a quick look at your finances!!! Why did you take that summary out of the summary page! Second, this sorts it my account but not by date. I don't even know how your are sorting each individual transaction after you sort by account.
Finally, to go to site feature that pretty much kept me from using mint is gone except from the Account Summary page. Again, you removed features from the main view for what reason? Also their are no nicknames in that page as others have stated.
Total unmitigated failure. Please bring back the old full view.
July 25, 2013
Rated 5 out of 5 by OLE-MAN BOB ALWAYS BEST
I HAVE BEEN WITH "FIDELITY" SINCE 1984.
THEY HAVE UDATED & UDGRADED REGULARLY.
ALWAYS VERY GOOD, NOW THE "VERY-BEST"
July 23, 2013
Rated 1 out of 5 by Niederbayer cannot print!
As others have noted, the old FV allowed us to print performance and net worth data; the new version doesn't allow printing in a usable format. This point alone makes the product something I will no longer be using. Very disappointed.
July 23, 2013
Rated 1 out of 5 by Unhappty go back to original version
Accounts do not download information confusing. You have turned a simple system into a complex one that does not work well on my apple computer.
I used the original version for years without problems except for usually being at least a day behind.
July 22, 2013
Rated 2 out of 5 by dfox52 Awkward
With all the functionality included it could be very useful. The one thing that makes it clumsy however is the inability to add nicknames to Fidelity accounts! All of my Fidelity accounts (nine of them) appear identically as "Fidelity Investments (Owned)..." The only way to tell them apart is by knowing the approximate dollar value of each account. This makes it very clumsy!
July 22, 2013
Rated 2 out of 5 by Larry New Full View needs fixes
I was excited to hear about the new full view, but upon seeing it, I must say it is confusing and a little disappointing. I see that Fidelity tried to give this feature some bells and whistles, but in doing so, full view is even more complicated and harder to use. Some awesome features seemed to be buried deep within menus, probably as a way of making regular functions accessible for new users.
1. What happened to printer friendly version? When trying to print, I can't get everything to print, even if I re-size the windows so that all the data is visible in the browser.
2. Not sure why, but the assets and liabilities in the performance history here do not correspond to my net worth summary, and I'm not sure how this can be fixed. Full view, please check your math!
3. On my widescreen monitor, I have plenty of white space on the left and right of the full view dashboard windows.. would be nice if we could resize them to show more data. Frankly, customization seems somewhat limited and does not work better than the old full view.
If I could make a choice, I'd probably go back to the old full view.
July 21, 2013