Contact Fidelity Spire Support

I opened my account. Noticed that my account was restricted so I proactively contacted them and was guided to provide my ID photos. That was totally understandable. So I provided my ID photos and hoped that my account would be verified within a few days. However, the next day they sent me a message saying that my account had been closed!!? They didn’t even tell me why. So I once again contacted them asking why my account had been closed and was asked to provide my ID, which I had already done proactively. So I stopped caring and opened an account with another brokerage. Then a few days after that, they sent me another message saying that my account had been re-opened. Fine! Thanks! My husband is going to move to another brokerage too because of this bad customer experience. So, Fidelity, next time, (1) contact your customer first if you see a problem in their application and (2) if you close your customer’s account, at least tell them why.

I wanted to use the App as a one stop shop to view my fidelity and non-fidelity accounts like you are able to on Charles Schwab’s app. I was excited to see you can add external accounts and link them to a goal, but I ran into issues at every step of the way. First, it gave me an error when I tried to add an external account. The next time I logged in it had somehow added the account. Then I tried to link it to a goal and it gave me another cryptic error that said due to “limitations” it could not be linked. So at that point being able to link external accounts is pretty much useless. Also, the App Store says it is over 4 years old, but the fact that they are still having these issues and there are vague “coming soon” banners everywhere in the app for features that would be useful but are not included makes me think this is really not a high priority for Fidelity to develop. Disappointed as a new fidelity customer.

Fidelity, whoever your UI designer is - replace them. But your marketing team is fantastic making these screenshots look like the app is as friendly as the RobbingHood UI. When I open this app, I don't want to land on the "goals" tab. I want to land on a real time ticker or at the very least a position SUMMARY for my accounts. From there, I should be able to decide if I want to drill down into separate accounts. Fidelity has always annoyed me with the way the UI on mobile is completely backwards with its navigation on the web and the mobile experiences. So much so that I use other tickers like Webull for information and tracking, and then only complete trades in your interface. Completely and totally disappointing and hard to use.....again.