Friday, July 17, 2009

Fidelity Full View


I have been a fidelity customer for the past 15 years and counting and periodically ( about twice a month)  use the full view feature. The feature is essentially a on-line account aggregation tool and uses yodlee under the covers. But unfortunately once in a while the full view will not frequently update or is down or the portfolio analysis will not analyze on all accounts.  Most recently, a FAQ on their website mentioned that it possible to download the full view data into csv or excel but I couldn't find any option in that view. When I contacted customer service, the person gave an interesting tidbit. A new version of full view was supposed to released by February, but it has been postponed to September. Fidelity public website has managed to advertise these new features as available now without considering that it has not been released yet.  Appears like there is some mismanagement/ miscommunication/disconnect between various teams within fidelity. It is obvious that fidelity does not consider full view to be an important initiative. I would very much like to have a reliable, fast and efficient interface to all my accounts in one place. Full view could be it, but it is not.