Best way to remove FidFolio after trail
Summary of User’s Concern and Solutions Discussed:
- Main Problem: The user wants to remove the Fidfolio section from their account after the free trial and is looking to liquidate it to free up screen space.
- Solution Steps:
- Ensure the subscription is canceled by logging into Fidelity.com.
- Go to “Profile” at the top of the website.
- Scroll down to the “Preferences” box.
- Select “Manage Enrollments” to view and cancel the Solo Fidfolios trial.
- After cancellation, the user will retain access until the trial period ends, after which they will no longer have access to Fidfolio features.
Here’s the full thread
Hi, was wondering what’s the best way to remove the Fidfolio (circled section in red) after free trail and currently unenrolled. I would like to just liquidate FidFolio so that it doesn’t take up screen space
Good evening! We’re glad you tried out free trial of Fidelity Solo Fidfolios.
First, lets make sure you cancelled the subscription. Using a web browser, please follow the steps below once you’re logged in from Fidelity.com:
1. Select “Profile” at the top of the website
2. Scroll down to the “Preferences” box
3. Select “Manage Enrollments” to view and cancel your Solo Fidfolios trial
You’ll still have access through the end of the trial period. Once the trial period ends, you will no longer have access to any of the features of Fidelity Solo FidFolios including editing, monitoring, and managing your models or baskets. Positions in existing baskets will appear individually in your account and may be traded as you do any other security. If you change your mind, you can reenroll at any time.