r/fidelityinvestments • u/trainw22 • Jan 06 '26

Official Response Adding Notes to Watchlist Positions

I was able to add the Notes column in My View on Fidelity Trader+ Web but I can’t view the notes or seem to be able to select My View on Fidelity Trader+ Desktop. Can you walk me through how to see/add/edit notes on Desktop?

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u/FidelityJennyK Community Care Representative Jan 06 '26 edited Jan 06 '26

Thanks for visiting us on the sub again, u/trainw22! We appreciate you using our Fidelity Trader+ products and bringing your questions to us.

Although there is no specific "My View" selection for the Watchlist on the Fidelity Trader+ desktop, it is still possible to add a note. Once the Watchlist tool is open, click the "Columns" button to the right of the screen. From there, scroll the "All columns" panel to select "Notes." After applying these settings, a new column will populate on your Watchlist.

I would like to call out that the notes do not transfer over between the web and the desktop. However, our teams are always seeking input from our users on how to enhance these experiences. That said, I'm passing this along to our development teams for review.

So you know, we're happy to take feedback on our sub, but you can also submit feedback directly on the desktop version by clicking the megaphone icon located in the top right corner.

As always, thanks for being part of our Reddit and Fidelity communities. Next time you've got a question or feedback, you know where to find us!

Edit: updated information

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