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
Rated 2 out of 5 by spd Export
It's very difficult to discern what is going on in calculations. It's very easy for Full View to make huge errors that you won't see. For example, one large check written from a private bank account to another private bank account will be counted as a payment/expense not a transfer. It's very difficult to pick these up from Fidelity Site. It would be great to be able to export all transactions from Full View into Excel. Then I could sort and easily find big transactions. Alternatively, you could add a report function. My credit union does this. I can show all transactions greater than an amount I specify.
August 17, 2014
Rated 3 out of 5 by Nathan Refresh hasn't been working well last few weeks
I love having Full View and use it often. The last few weeks I'm wondering if the product is still being supported - Lately it is very erratic, constant errors in refreshing even for accounts that it has been refreshing for years. I re-entered my passwords and it still indicates errors and inability to refresh.
I hope they work through these issues as it was a very useful tool and one of the main reasons I've stayed with Fidelity.
July 18, 2014
Rated 5 out of 5 by video Full View
I use full view several times a day, to monitor all my financial accounts. Today it stop working. I do not know why. It was wonderful to monitor credit card charges, my dividends from all of my drip accounts, my bank transaction. It is wonderful, but I wish it work today.
June 25, 2014
Rated 3 out of 5 by want accuracy Delayed update
At the end of the business day, my Fidelity Portfolio totals, and Full View Fidelity accounts to not match. It is not helpful to have Full View update a full day later. Why can't Full View update my Fidelity accounts in real time?
June 5, 2014
Rated 2 out of 5 by Dave Full View Doesn't Update Well
I have found Full View to be nearly always out-of-date even when it is refreshed. I have stopped using it and would like to delete it.
May 25, 2014
Rated 1 out of 5 by DAYTONH Fix errors in Full view
Again i forwarded a list of errors which continue to be reflected in my accounts. Fidelity keeps telling me they are working to resolve the issues! Problem is they have not, and this has been going on since September. This APP, at least to me is absolutely worthless with the continuing errors.
May 15, 2014
Rated 3 out of 5 by JohnDenver not a full view
My wife and I used to work for the same employer and have our 401 accounts at fidelity. Our accounts have the same account number that is the employer's plan number. So far I have not been able to add my wife's 401 to my full view. Every time I input her log in information, it adds my account again. So it is a partial view now. Other than that, full view has our accounts from other institutes in one place.
April 16, 2014
Rated 1 out of 5 by MB Stay Away From this Product!!!
This is a short list of the shortcomings of this product-1. Can not add categories only subcategories to their standard categories. 2 Split transactions work terribly -not intuitive 3 Their business category if part of a split transaction, does not show up under business expenses, 4 and finally this was the final breaking point for me - you update a transactions name and/or category and look back at it the next day and it defaulted back to either the original name or worse yet, the original category. I have called 3 times the support staff only to find -yes this product is not ready for prime time. My advise to those looking at using this-is to stop now, don't waste the 40 plus hours I have already put into this product and look for a better alternative.
March 26, 2014
Rated 2 out of 5 by wildcat High Potential but poor product
Full View has great potential. Past versions were operable. New version is a PAIN and frankly not worth the trouble to use.
March 18, 2014
Rated 1 out of 5 by chumley igor New Version unusable for me
Can no longer easily go where I used to with ease. Specifically, can't find Account Manager, and therefore can not delete an account. "Help" did not help; click on the account and then edit; that wasn't readily visible either.
I have too much to do without learning another Full View. Sorry
March 15, 2014
Rated 2 out of 5 by John69 FULL VIEW
I accidently enter one credit card twice. There is no way to delete the second account so now the credit card amount shows twice which means I do not have an accurate total. I wish they would tell you how to delete an account. Very frustrating
March 14, 2014
Rated 1 out of 5 by Carl3 Apps Are Terrible
This is fine for basic financial information, but there are plenty of free apps that do the same thing. The thing it promises but DOESN'T deliver is what would make it actually helpful. Just try to use any of the "Full View Apps" from the tool bar....for example try adding ANY ACTUAL FREQUENT FLYER PROGRAM to the "Rewards Manager" app. It "won't recognize" either American Airlines or United. Seriously? Useless. It also put my wife's IRA with her credit union under "Banking", likely because it is from a credit union. But it's not "Banking" it's her IRA and should be under "Investments". How can you move this? Your guess is as good as mine, there are no instructions that even pretend to tell you. So now we have an entire IRA not listed under investments....THIS SITE NEEDS MAJOR HELP.
March 5, 2014
Rated 2 out of 5 by Paul Account Balances On Full View Are Delayed By A Day
If you are an active investor like I am, one of the first things that you will notice is that all of the data on Full View is delayed by a day. The features are great and you are able to look at information in multiple ways, but the data should be in real time or at least accurate after the close of business, not the following day! It shows an account balance of what it was yesterday and even shows that account balance changed on Saturdays when the market is closed. If you use it for looking over a long period of time than a day off doesn't matter.
February 21, 2014
Rated 3 out of 5 by unknown OK, but no Mobile Access
I like the Full View features, but they are not pervasive through Fidelity's interfaces. I now use the iPad and iPhone app to manage my Fidelty accounts, but have to use a web browser on the iPad to see my total portfolio. The interface works better on large screens and is clumsy on a iPad and almost unusable on an iPhone.
Full View is also extremely slow. Sometimes it takes 30 seconds to come up, and when you chose some options like pulldowns for accounts it scrolls the page up as part of a refresh.
In the past, I have had accounts that mysteriously stop updating, with no alerts. I had to go in an reenter the same account information and it started working. This has not happened in the last 3 months but was happening weekly when this version came out.
Still have issues with wanting to hide closed accounts. But if I hide them, I lose the history in my NetWorth, showing a misleading increase in NetWorth when all I did was rollover a 401K to an IRA.
Options for charting are poor. Why if I chart for last three months, I cannot see the most recent days - it stops at the last day of last month so up to a month out of date (33% of the requested 3month view). Allow me to see up to date information AT ALL TIMES!
January 28, 2014
Rated 2 out of 5 by K24 Not There Yet
Full View can no longer access all of my investment accounts. Because of this it has little value for me.
December 11, 2013
Rated 2 out of 5 by Ted deleting accounts is not easy
I cannot see how to delete accounts (such as duplicte accounst) in full view. It is not at all intuitive. It seems Fidelity has made it intentionally hard to do.
December 7, 2013
Rated 1 out of 5 by Sad Thanks for ruining a good thing
Full view use to be easy to you and understand. Now incomplete data and continuous errors has driven me to find another solution.
November 30, 2013
Rated 3 out of 5 by reginey Can be more informative on changes
You recently changed a lot of the functionalities within full view. Unfortunately your online help is useless. I think when you make such drastic changes, help and training are very crucial for acceptance.
November 25, 2013
Rated 2 out of 5 by Michael57 Account Visibility Inconsistent
HUGE problems getting consistent treatment and views to Fidelity (!!!) non-owned accounts - my wife's.
November 24, 2013
Rated 3 out of 5 by Solo22 Click Happy
Too hard to View in the new format. I love the idea of having all my financial information in one spot, but I don't like the new format AT ALL. Before, summaries were all on one screen and I could view my Balance sheet, now I have to continually move a cursor up and down to see only portions of it at a time.
November 23, 2013
Rated 3 out of 5 by Fussyinvestor The previous full view was better for viewing account holdings.
I can't view all of my holdings as I could in the previous Full view. I cannot seem to group my liabilities in a logical fashion. At least with the old view I could easily incorporate everything into a spread sheet and create the charts I wanted to see.
I do like the real estate tracker, but I would like to be able to include more than 2 properties.
November 23, 2013