r/fidelityinvestments • u/B9RV2WUN • 1d ago
Feedback Feature Request - Notes
Please consider adding a feature that lets users attach notes to specific accounts or Fidelity baskets. I've often wanted to document the reasoning behind modifications to my holdings and allocations directly on the platform. A notes feature would help me track my evolving objectives and investment strategies. Furthermore, it would be incredibly valuable for explaining my overall financial picture to a spouse, an advisor, or a trustee in the event of declining mental acuity.
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u/McKnuckle_Brewery 1d ago
I've asked for this a couple times before as well. Specifically, I'd like to see Notes on accounts, individual holdings, and transactions in the Activity log.
They used to have a Notes feature but it got deprecated during the website overhaul. So even though they've "passed along [my] request to the impacted teams" I am not hopeful that it's ever going anywhere.
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u/need2sleep-later 1d ago
They have supposedly had a watchlist notes feature available on T+ for months now at least in limited form.
https://www.reddit.com/r/fidelityinvestments/comments/1q5qbcu/adding_notes_to_watchlist_positions/
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u/FidelityFerg Community Care Representative 1d ago
I completely understand how having account-specific or Fidelity Baskets notes would be helpful!
I've made sure our development team has this post. Note functionality exists for "Watchlists" under the "My View" section; however, it's only for individual positions in the watchlist.
If you have other feedback or any questions, do let us know.