Atp mis-calculates total account value
Summary of User Report:
- The main problem reported is that the ATP (Account Tracking Platform) does not accurately include funds from unsettled trades in the total value indicator, displaying intermittent issues with missing values that can only be resolved by switching views.
- Fidelity recommends contacting their Technical Support team for troubleshooting assistance and to ensure the issue is properly addressed.
- Another user found that switching between different layouts sometimes resolves the display issue temporarily.
- Fidelity also suggests reaching out to their Electronic Channel Support team for further help with this problem.
Here’s the full thread
ATP doesn’t properly include $$ from trades that haven’t settled in the total value indicator in the positions frame. This is an “intermittent” issue in that the ‘values’ will be missing when logging in and stay that way – “until”. The “until” is that if I goto into a balances view, I am able to ‘see’ the ‘missing amounts’ AND THEN when I go back to positions, the total $$ is NOW calculated correctly. NOTE: I have multiple accounts ALSO. what’s real annoying about this is that I reported this quite a while ago and the issue is still there. Last note: my schwab tools report correctly 🙂 !!
Thank you for reaching out to us. We’re sorry to hear you are experiencing this issue. I will definately pass this along for you to the ATP developers.
I also recommend continuing to work with our Technical Support team so they can troubleshoot the issue with you. Associates are available Monday through Friday from 8:30 a.m. to 9:00 p.m. ET. Please say “technical support” when prompted by the automated system to be connected to the right group.
Contact us: https://www.fidelity.com/customer-service/contact-us
Thank you for sharing this with us. Please reach out anytime. 🟢
Same thing here. The total value of all accounts in ATP is often wrong. I’ve found that switching to another layout, and then switching back sometimes fixes it. I have a Custom layout and a Default layout. Certainly it’s a bug in ATP.
Thank you for sharing your experience, @DrahacikFM. I would recommend contacting our Electronic Channel Support team to review this with you. They may have some troubleshooting steps to help this. They are available Monday-Friday from 8:30 a.m. to 9:00 p.m. ET. Please use the link below to connect with them.
Fidelity Contact Information: https://www.fidelity.com/customer-service/contact-us 🟢