Beta view – activity feedback
Summary of User Report and Solutions:
- The main problem reported by the user is that in the beta view on Fidelity.com, account activity defaults to showing core/sweep transactions, which cannot be permanently turned off as they revert each time the page is viewed.
- A suggested solution is to provide feedback directly on Fidelity.com by using the “Feedback” tab available when logged in, allowing users to express their concerns and suggestions.
- The support representative acknowledged the issue and mentioned that user feedback would be forwarded to the development team for consideration.
Here’s the full thread
Been using the beta view for a bit – in the last month or so, the account activity has started to default to showing core/sweep transactions. You can turn them off, but they come back the next time you view the page. The non-beta view has a checkbox to view core settlements, but it defaults to off.
Welcome to the server, @ScottL. We appreciate you choosing this space for your service question, and am happy to have you here.
At this time, Beta View on Fidelity.com does not save the filter settings related to core transactions between sessions. We always appreciate the feedback, and I’ll be sure to forward your thoughts to our development team. In addition to providing this feedback to us on Discord, another great place to pass that along is directly on Fidelity.com. When logged in, you should see a tab on the right side of the website that says “Feedback”. Click that and follow the prompt to let us know your input.
If anything else comes up that you would like to see, please let me know.