Needing some help, please!
After another bad experience with the broker from Wells Fargo, we just transferred our account from Wells Fargo to Fidelity.
We were used to WF having a report that we could access to show dividends, the date paid, and estimated annual income. For the life of me, I can't find that information on Fidelity's website. Does anyone know how to find this at Fidelity?
On WF we had our stocks, bonds, and preferreds separated in groups, not all lumped together alphabetically. Any possibility that this list be changed??
I know Fidelity's site is a bit different but not being able to see the information my husband is needing is causing him a bit of concern. He's frustrated and almost wishes he hadn't jumped ships even though WF was treating him terribly. He's sure that the dividends that have dropped into our old WF account today won't ever make it over to Fidelity.
I'm hoping that someone can make some suggestions on how to make the Fidelity website more useful! It seems that all we can really do is see the day's gain/loss, an alphabetical list of stocks, and make trades. I am hoping that there is more to the site and I just haven't found it yet!
Thanks!
After another bad experience with the broker from Wells Fargo, we just transferred our account from Wells Fargo to Fidelity.
We were used to WF having a report that we could access to show dividends, the date paid, and estimated annual income. For the life of me, I can't find that information on Fidelity's website. Does anyone know how to find this at Fidelity?
On WF we had our stocks, bonds, and preferreds separated in groups, not all lumped together alphabetically. Any possibility that this list be changed??
I know Fidelity's site is a bit different but not being able to see the information my husband is needing is causing him a bit of concern. He's frustrated and almost wishes he hadn't jumped ships even though WF was treating him terribly. He's sure that the dividends that have dropped into our old WF account today won't ever make it over to Fidelity.
I'm hoping that someone can make some suggestions on how to make the Fidelity website more useful! It seems that all we can really do is see the day's gain/loss, an alphabetical list of stocks, and make trades. I am hoping that there is more to the site and I just haven't found it yet!
Thanks!