Hi,
We used TD Ameritrade in the past. Whenever an order was executed in TD Ameritrade, we could see Quantity of positions changed immediately with updated % of account for each position. Since moving to Fidelity this year, I could not find this feature any more. Whenever an order was executed, nothing really changed with Account Position interface except a pending Activity column at the bottom. I am trying to show my kids how to trade in their Roth IRA minor accounts and maintain certain stock allocations, such as 70% US, 20% internatioal, 10% bond, so this feature is important to us. They don't have lots of money in their accounts, so I used to teach them trade 1 or 2 shares at one time and check % of account after each trade. Did I miss something or Fidelity does not have this capability? Thanks.
We used TD Ameritrade in the past. Whenever an order was executed in TD Ameritrade, we could see Quantity of positions changed immediately with updated % of account for each position. Since moving to Fidelity this year, I could not find this feature any more. Whenever an order was executed, nothing really changed with Account Position interface except a pending Activity column at the bottom. I am trying to show my kids how to trade in their Roth IRA minor accounts and maintain certain stock allocations, such as 70% US, 20% internatioal, 10% bond, so this feature is important to us. They don't have lots of money in their accounts, so I used to teach them trade 1 or 2 shares at one time and check % of account after each trade. Did I miss something or Fidelity does not have this capability? Thanks.
Statistics: Posted by JustHappen — Tue Dec 26, 2023 11:29 am — Replies 2 — Views 67
