Roll out of new Full View on Fidelity

[Sadsax]

Quote:

Originally Posted by dtbach Is it just me or does the new Full View suck? Had to reenter all of my non Fidelity funds which was bad, but it doesn't allow you to hide things (i.e. have real estate for example and "hide" it from total amount temporarily). And the data is not as easy to see and utilize.

It's not just you. It sucks...
The idiots behind this should be fired.
If they can't catch glaring issues, just imagine how insecure it must be.
Its use should be avoided like the plague and seriously calls into question Fidelity's judgement when it comes to investment advice.

[jfn111]

I have my Full View working kinda sorta well. I still have to manually refresh Wells Fargo (That's just a click of the button). A minor account at Schwab is appearing twice because it's pulled as a joint account under both my wife's log-in and mine. My credit union is no where to be found to link it.

[lmorris99]

Quote:

Originally Posted by Sadsax It's not just you. It sucks... The idiots behind this should be fired. If they can't catch glaring issues, just imagine how insecure it must be. Its use should be avoided like the plague and seriously calls into question Fidelity's judgement when it comes to investment advice.

I had customized the stock Yodlee categories, and had thousands of transactions that were categorized correctly.
They're all re-categorized in eMoney's standard way - so an enormous amount of my information is gone.
It gets worse: I had years of history in Yodlee. Now I seem to have nothing older than 18 months.

I trusted Fidelity. They have kicked the legs out from under me. I am moving my $350,000 of investments somewhere else.
I have never felt so betrayed.

[GrayHare]

It will never cease to amaze me how much time and effort is expended changing already-working software. Too often new is not better, merely different, and sometimes it's worse.

[Huston55]

Quote:

Originally Posted by GrayHare It will never cease to amaze me how much time and effort is expended changing already-working software. Too often new is not better, merely different, and sometimes it's worse.

+1

I had to reload my non-Fido Accounts...yet again. They are a significant portion of our portfolio & Full View (FV) now doesn’t correctly assign the asset class to them (shows as “Unknown” or “Other”). And, this is despite the fact that FV does know the asset class if I bore down into the details. Even worse, it’s hosed up the AA in the RIP tool too. So, there is now nowhere on the Fido site that I can get an accurate AA.

BTW, today I got a notice when signing into FV, and it included “improved data security” as one of the reasons for the update. Perhaps this is the real reason; not very reassuring.

[dtbach]

Quote:

Originally Posted by Huston55 +1 BTW, today I got a notice when signing into FV, and it included “improved data security” as one of the reasons for the update. Perhaps this is the real reason; not very reassuring.

Yeah not reassuring at all!!!

[MRG]

Quote:

Originally Posted by GrayHare It will never cease to amaze me how much time and effort is expended changing already-working software. Too often new is not better, merely different, and sometimes it's worse.

++

I've had developers tell me they wanted to rewrite entire systems or major components. I'd always listen to "why it needs redeveloped". Most times it was a developer admitting they didn't understand the existing code. I was mentored by really smart people and knew what happened if I allowed the ignorance to be coddled.

There are times when you have no choice; like redeploying an existing application to a new platform. Perhaps fido is replacing a legacy app with a newer web based application? It would be reasonable to expect the code for a new architecture will introduce new bugs.

[RockyMtn]

what a mess! Why can't the leave things alone that seem to work perfectly fine?

[Marc]

What I was told by one Fidelity rep was that the reason they modified the system was to improve the "performance" tab; I don't see any improvement there but I wish they hadn't ruined the rest of the site. At least the Analysis tab is now working for me as is the ability to recreate the old investments tab under Full View (I just have to manually change the settings each time). I will see next Saturday if they have fixed the pull from Net-benefits to get my monthly dividend income correct.

I hate to think of the thousands of customer service and tech support man-hours wasted having to work with each of their customers; to date, no snail mail (or even email) acknowledging issues and informing of their plans to fix the site.

Marc

[Eastbayboy]

I just use Mint and Personal Capital to track my performance and overall net worth. I don’t like the upgrades since my credit cards and outside accounts won’t update. Just wish Fideity would test an upgrade before rolling it out!

[54andchange]

Quote:

Originally Posted by Eastbayboy I just use Mint and Personal Capital to track my performance and overall net worth. I don’t like the upgrades since my credit cards and outside accounts won’t update. Just wish Fideity would test an upgrade before rolling it out!

New MegaCorp CIO admonished us to get it out the door fast and will fix the problems later. he is paid on beating deadlines it appears. New executives always resulted in layoffs and multiple new software implementations where I was at recenty. Both aiming to increase "productivity" and reduce costs. Many wasteful re-writes on new frameworks, too. Most smaller re-writes never go live, or are never broadly adopted and die off. Also witnessed tens of millions lost in "shelfware" purchased but never implemented over a long Information Technology career. But great news...my son plans on majoring in Computer Science, where starting saleries with a Bachelor of Science Now exceed $100,000 in many cases, and labor shortages always prevail. I told him to fire by 40!