( Customize) Display Preferences not honored.
Here’s a summary of the main problem and solutions discussed in the conversation:
- Main Problem: The user reported that even after unchecking the option to “Show zero balance Fidelity accounts,” zero balance Stock Plan accounts still remain visible on the website.
- Additional Concern: The user also questioned why the customization settings do not allow users to select the order in which accounts are displayed.
- Response from Fidelity: A Fidelity representative acknowledged the user’s concerns and mentioned that they responded to the questions in a different feedback channel.
Here’s the full thread
On the website in the ( Accounts ) pane, if I select ( Customize ) then ( Display ) and UN-CLICK ( Show zero balance Fidelity accounts ), The ( Stock Plan ) accounts which have been zero balance for years are not masked out but still displayed.
Also why can’t the ( Customize ) settings allow the end-user to select the order that the accounts are displayed?
Hi @Bruce_Ferjulian! Thank you for reaching out on Discord.
I responded to your questions in “feedback-4-fidelity”. 🟢
👍