KCGeezer
Thinks s/he gets paid by the post
- Joined
- Jan 2, 2015
- Messages
- 1,539
Why not just call or chat with Fido? It’s apparently important to you.
If you were to post a screen grab of where this Performance Tab is located it would be most helpful.
This site doesn’t support a non hosted image. Sorry.
Sure it does. I uploaded an image in post #7 of this thread.
I can see performance as an aggregate of all accounts or down to the individual account level. Fido presents it both ways.
You are right. I didn't realize I had to first look at the Performance Tab under 'All Accounts', then choose which IRA account I wanted to pull out individually on the new page.
But to be clear; I can only 'see' the Performance tab from 'All Accounts' under 'Portfolio'.
It asks for a URL when I try and post. How do I post from an iPad?
I guess it depends if you are using a web browser or the TapaTalk app.
If you are using a web broswer you would click on the paperclip icon ("manage attachments"), click on Choose File, navigate to find the file, and click on Upload to upload the file to your EarlyRetirement account.
When I uploaded my image for this thread I did a screen grab, edited out the actual dollar amounts and saved the file to my computer. Then I went through the process of clicking on the paperclip icon, finding the file, uploading it, etc.
Just got off the phone with Fidelity regarding this issue. I do not have access to this feature. According to the helpful Fidelity rep some people have this feature because they have a longer relationship with Fidelity (I've only been with them since Feb. 2018), they have more assets, or Fidelity invited them to try this other account feature set. Or some combination of these factors.
At some point in the future I may get an invite, but for now, I don't have this feature. I suspect the other people in this thread that aren't seeing the "More" tab are in the same boat as I am.
I got another response from Fido to my request and they will waive the minimum balance requirement for me. I will get the "Performance" feature added to my account summary page starting Jan 1st. They warned that it will not calculate performance for balances prior to that date so it will take a long while before the data becomes useful.
But you'll gain access to the allocation indexes that I think was the reason this thread started from my brother of another mother, Cheesehead.
Yes, exactly. This will also speed up my plans to consolidate at Fido. I assume the workplace savings will not be included in any performance calculations. They have some components that do not fit neatly into a defined asset category, unrecognized tickers, etc. A new tool!