New Fidelity website

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  • MPN
    MPN Posts: 365 Forumite
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    digannio wrote: »
    MPN, can I ask, is your account a SIPP or an ISA?

    No problem, its an ISA account.
  • digannio
    digannio Posts: 314 Forumite
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    Looks like it might still be a work in progress for Fidelity.
  • A_T
    A_T Posts: 959 Forumite
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    There is a page on the Fidelity site which has documents explaining changes to the way they do things:

    https://www.fidelity.co.uk/doingbusiness

    Seemingly referring to all types of account one document states: "The Service Fee is normally taken from the cash held within your account. If there is insufficient cash in your account to cover the fees we will sell units/shares in your largest investment by value and by asset class – for example we will take the fee from the largest fund before we take it from an Exchange Traded Fund or Investment Trust"

    However when this will be implemented is unclear. The document also refers to changing the fees for buying shares - from 0.1% to a flat fee of £10. But this is referred to nowhere else on their website.
  • AbbeyFraudMagnet
    AbbeyFraudMagnet Posts: 3 Newbie
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    I've been using this new website and it's absolutely chronic. I'm finding it hard to determine which are my best and worst performing funds. I have virtual portfolios with trustnet.com and iii.co.uk, and the level of analysis is so much better, as is the information on Hargreaves Landsown.

    It's hard to imagine that anyone at Fidelity thought "yes, this is a great website and it provides all the information our customers need"
  • dunroving
    dunroving Posts: 1,881 Forumite
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    You have always been able to take the USA service fee from the ISA cash park, but I think you had to specifically request it.

    This was not possible from the SIPP cash park until just recently.
    (Nearly) dunroving
  • dunroving
    dunroving Posts: 1,881 Forumite
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    That should say ISA not USA!
    (Nearly) dunroving
  • Eco_Miser
    Eco_Miser Posts: 4,708 Forumite
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    dunroving wrote: »
    That should say ISA not USA!
    It's possible to edit your own posts - just click on the edit button.
    Eco Miser
    Saving money for well over half a century
  • A_T
    A_T Posts: 959 Forumite
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    I can't find how you view your current monthly investment. Anyone else having this problem?
  • greenglide
    greenglide Posts: 3,301 Forumite
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    edited 7 October 2017 at 11:15PM
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    Try the "account" or similar button at the top right. That has several options which have sub menus. You can, at least, set up and change regular payments. Try my accounts / manage investments / regular savings plan.

    I am not a fan of this new site!
  • Purple_Rein
    Purple_Rein Posts: 25 Forumite
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    My wife and myself have our own Stocks & Shares ISA accounts and have both experienced problems: limited information available, Account Summary not available.
    We have spoken with Fidelity who inform that there are teething problems and we have been asked to be patient.
    First impressions with the new layout are not favourable; there appears to be less detail and it is difficult to track performance of individual fund holdings.
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