Fidelity New Trading Dashboard Is Now Available

Fidelity recently made some improvements to their website. Some notable changes include a modernized Portfolio page and a brand new web-based Trading Dashboard.

We’ve made some improvements

Fidelity’s new Portfolio Summary page makes viewing your account information easier than ever with an updated, simplified design.

You can switch between the new Beta and classic view by selecting the Beta View button.

Here is a closer look at the new trading dashboard that you can use directly on the Fidelity website. No software or app required.


The new Fidelity Trading Dashboard is in early beta and only available to some clients. This feature is being rolled out slowly.

You can visit this link to check if your account was included in the initial launch.

If it’s not, you may see this message:

Sorry, the trading dashboard is only available to a limited number of users at the moment.

Thank you for your interest. Please check back later, or we’ll notify you when access is available.

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Hi! I'm Diego, 38, and I currently reside in New York. I work as a financial analyst. I primarily focus on initiatives involving research and data analysis.

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