Fidelity Active Trader Pro Review
July 02, 2025

Fidelity Active Trader Pro Review

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Fidelity Active Trader Pro

We recommend employees use this app to view their 401(k) and HSA portfolios. The business case is to encourage employees to be proactively keeping up with their investment accounts. Some of our employees do not have personal laptops and may not regularly use a computer at work, but they most all have smart phones.

Pros

  • Presents portfolio balances in an easy way to find
  • Presents the portfolio breakdown in an easy way to understand
  • Provides a quick way to buy and sell assets

Cons

  • There are limited tools provided to help me decide which assets to purchase and sell.
  • It is often difficult to find purchasable assets outside of stocks, such as options.
  • It is often difficult to purchase assets that are considered penny stocks, relative to other brokers.
  • It shows our workforce we are choosing vendors that are adapting to the modern age.
  • It helps us solve a technological gap related to the workforce that does not have access to desktops or laptops.
The aesthetics of the app are good and easy to understand.

Do you think Fidelity Active Trader Pro delivers good value for the price?

Yes

Are you happy with Fidelity Active Trader Pro's feature set?

Yes

Did Fidelity Active Trader Pro live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Fidelity Active Trader Pro go as expected?

I wasn't involved with the implementation phase

Would you buy Fidelity Active Trader Pro again?

Yes

For beginner trades/portfolio managers, this app is easy to use. For anyone looking to use a more advanced model though, this app is definitely limited.

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