Fidelity Investments

Category

Description of App

The Next Generation Fidelity App for iPhone® is a powerful mobile solution providing you with real-time analysis, research, and trading tools in the palm of your hand.

Access brokerage and workplace savings accounts, with the ability to trade stocks, options, ETFs, and mutual funds. Great features like Fidelity BillPay® and mobile check deposit offer added convenience, while real-time quotes and advanced charting make finding new investing opportunities even easier.

What’s new in our Next Generation Fidelity App for iPhone®:

Customizable Home Screens
An industry-first -- nine customizable home screen options give you immediate access to the information that’s most important to you. Choose from key tile-based screen options such as your accounts, watch list in heat map view, U.S. Markets, World Markets and Market Movers, and more.

Advanced Charting
From the quote screen, simply rotate to landscape mode and access a fully interactive advanced chart. You can layer technical indicators onto the chart (e.g. moving average, exponential moving average), or compare the performance of two securities.

News & Video
Stay on top of breaking market news with our all-new news experience, complete with a film-strip headlines and streaming market update videos four times day.

Alerts
A message center for streaming alerts, where you can view and manage your price triggers and receive trade notifications.

Enhanced Cash Management
Banking enhancements, including access to your credit card details such as balances, payments and rewards, and a cash management overview page that includes current balance, interest earned, and ATM fee rebates.

To learn more about Fidelity's App, check out our video at www.fidelity.com/iphone.

The images below are for illustrative purposes only.

Fidelity, Fidelity Investments and the Pyramid design logo are registered service marks of FMR LLC.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

Version

2.0.2

Free or Paid

Free

Apple Watch Support

Not Known

Device(s) App Was Tested On

iPhone

Accessibility Comments

Most aspects of the app work well with VoiceOver. The three classes of problems that you will experience are: Complete inaccessibility - this is in areas such as graphs of information. Poor names - As with many apps, some of the button names are not done well. Data made available to VoiceOver does not match the visual display - The best example of this is when viewing portfolio positions for an account. Visually items like company or ticker symbol are first. But with VoiceOver, company and Ticker are the last two columns of info read. This means you hear all of the ticker price info before any identifying info about what stock the price info is for.

VoiceOver Performance

VoiceOver reads most page elements.

Button Labeling

Most buttons are clearly labeled.

Usability

There are some accessibility issues with this app, but it can still be used if you are willing to tolerate these issues and learn how to work around them.

Options

Comments

By Austin Seraphin on Monday, January 21, 2013 - 21:14

I agree, I hate how it reads the ticker symbol last. The iPad version doesn't not do this. It has its own issues but at least you can hear your portfolio without going mad.

By Bryan Smart on Tuesday, October 21, 2014 - 21:14

For the last year or so, you can't hear the prices of securities, either when shown individually, or when doing things like viewing positions for an account. Touching prices results in VOiceOver saying things like "colon symbol l 1 10 colon quantity l 90 colon most recent price l 90 colon most recent value f 7....". I can still initiate trades with the app, but I must use the web site for most everything else. I've waited a while for them to fix this, but they haven't. I've only one account left at Fidelity, and plan to move it soon. I used them for over a decade, but I can't use their services from my phone now, which is the place that counts.

By Kelly Ford on Friday, November 21, 2014 - 21:14

The issue of positions reading basically database field names and such has finally been corrected in a 2.4 update. You are once again able to read the position information and the order is now improved so you hear identifying information before pricing information which I pointed out as a flaw n the original review.

By Kelly Ford on Wednesday, October 21, 2015 - 21:14

Is anyone else having troubles making payments in the most recent update to this app? When I tap on the schedule option for a payee, the app no longer moves to the payment details for that payee. I've reported this to Fidelity but am curious if anyone else is hitting this.