Concerns About FidFolio Managed Account Performance

ByAmara5

Here’s a summary of the user’s concerns regarding FidFolio:

  • Main Problem: The user is frustrated that FRC shares were not sold despite clear indications of failure, and they also cannot sell shares individually within the FidFolio platform.
  • Additional Concern: The user is being charged trading fees for each sale, contradicting the expectation of no trading fees, and these charges accumulate due to the small amounts involved in trades.
Here’s the full thread
birlibirloque
05/01/2023 at 07:29:58 PDT
Questions on FidFolio for the group: 1. As a managed account with a top team assigned, how is it that FRC shares were not sold last week? Everyone knew it was going to fail. And no way for individual holders to sell within FidFolio. 2. Not supposed to have a trading fee but I am getting charged for each sale. And since FidFolio sells in small amounts, these small charges on each trade really add up. Thanks

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