Fidelity interface hard to navigate
Maybe it is just me but I having a really hard time understanding what is going on with my different accounts within Fidelity. The interface is confusing to me and very unclear. Do any other investment accounts have simple and easy websites? Looking to move my 401k, Roth and brokerage anywhere that is easier.
I found fidelity much simpler, especially compared to Schwab TD ameritrade was also easier. So you can try that.
I believe They have a different interface (not just looks but functionality ) What I like about fidelity is that it gives me year to date tax , though I agree it could be much better in general I have Schwab , Fidelity and vanguard and like them in the order here Vanguard sucks I think
Are you using the app or the website?
Website. App is even worse
In terms of simplistic UI robinhood is better but has bad rep and tbh they deserve it. I like schwab better but my primary is fidelity due to some of their funds.
Which fund do you like ? I have both Fidelity and Schwab and thinking of consolidation as if not i have to manually track losses / short sales I like how Fidelity gives you year to date tax info, not sure if Schwab does that (including short sales )
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Charles Schwab