Fidelity Customers:
Fidelity has implemented a new “Full View” tool and I’m interested in your experience.
(For non-Fidelity folks it’s a tool that aggregates data from a wide variety of sources (banks, other brokerages, 401k administrators, credit issuers, etc., with automatically updating hot links) and produced some really useful analysis of your portfolio and net worth including trending and recommendations - for example, congregation of assets within a given region and sector.) If you have accounts held different places this is really useful.)
The new version is a dog.
I’ve talked to their support group several times about various issues and I understand that this service used to be provided by a third party and Fidelity brought it in-house. All the external links were broken, all the history was lost and the functionality is, at best, rudimentary. The analysis is now worthless. Basically Full View is completely useless.
Is there anyone who has an aggregation tool (that has hot links to external accounts) that can do reporting and analysis?