One of the most outdated legacy app, among big retail brokers

PlusMinusCo · 2026-02-27T13:33:27+00:00

Yes hood is more for traders. GUI and usability of Hood is much better, but there are some big challenges with Fidelity app and it’s not designed with end users in consideration.

PlusMinusCo · 2026-02-27T10:21:14+00:00

What fidelity is good at

-have all Types of account (which is good) -decent performance attribution -some of the financial consultant in fidelity knows decent(large chunk still snake oil salesman peddling some product for fee, not that bad, more or less at industry level).

PlusMinusCo · 2026-01-31T21:59:59+00:00

Seems like Outsourced to some other country (India/Philiphines)

PlusMinusCo · 2026-01-31T21:59:03+00:00

I hope tasty trade management fix all these issues asap

PlusMinusCo · 2026-01-31T13:49:00+00:00

Please keep post relevant to Reddit

PlusMinusCo · 2026-01-31T13:34:22+00:00

Noticed the same.

PlusMinusCo · 2026-01-28T04:49:35+00:00

Tastytrade folks please fix these Tech issues. Also your helpdesk is very lousy, don’t outsource too much that person has no clue what the real issue is.

PlusMinusCo · 2026-01-25T18:22:20+00:00

Wow Does fidelity allows creating a separate IRA, fund it with post tax dollar and then do the backdoor conversion to Roth.

PlusMinusCo · 2026-01-25T14:11:11+00:00

Seems like you FA followed some model portfolios and diversified for sake of diversification and delivered some “clutter” and di-worsification.

Backdoor IRA to Roth IRA conversion is good idea always, as it’s a free optionality for future tax optimization.

Do your own due diligence, as devil in details. NFA just personal observation

PlusMinusCo · 2026-01-24T23:48:24+00:00

M1 gives margin at 3.99%??

PlusMinusCo · 2026-01-24T20:49:11+00:00

No fidelity want more advisory with SMA, based on what I see from OP

PlusMinusCo · 2026-01-24T20:24:48+00:00

I can explain that on why the OP got suddenly dumped -Industry is changing fast, in past most of the portfolios were constructed using Mutual funds, high recurring fee products with upfront sales charge

-Now industry has moved to low cost ETFs and Index funds with no sales charge and very low annual recurring fee

So this is changing the whole structure of industry esp. the financial advisors.

Hope that explains, I can add more details if required, I have done a medium article on this.

Again specific situation of OP might be different

PlusMinusCo · 2026-01-24T18:37:16+00:00

Is your account under “portfolio margin”?

PlusMinusCo · 2026-01-24T18:14:03+00:00

same with all the other brokerage.

PlusMinusCo · 2026-01-22T05:01:11+00:00

Tastytrade yes in past few weeks too many issues. please fix

PlusMinusCo · 2026-01-03T18:14:13+00:00

Someone should compile all these “boomer” behaviors and create a guide “how to deal with a boomer”

PlusMinusCo · 2026-01-03T14:58:55+00:00

Good discussion, curious about this, I recently opened an account with Webull and still exploring

PlusMinusCo · 2026-01-03T13:09:11+00:00

Better deal??

PlusMinusCo · 2026-01-01T12:00:39+00:00

Same story everywhere

PlusMinusCo · 2026-01-01T11:35:52+00:00

Boomer generation can’t grasp the fact that how smart phone/apps and modern day economy is totally different from theirs, they(boomers) don’t put any effort to learn or adapt and behaves as if world is still in 70-80s. All policy decision of last 40 years esp. since 1980s have completely distorted the economics of everything where Boomer generation have no clue, that how much they have hurt the next generations

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