Fidelity Guided Portfolio Summary

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student
Posts: 10720
Joined: Fri Apr 03, 2015 6:58 am

Fidelity Guided Portfolio Summary

Post by student »

Anybody here uses Fidelity Guided Portfolio Summary? I use it to keep track of all my investments including those that are not at Fidelity. However, I only manually enter the outside investments. In the past, the summary lists the names of all investments next to their symbols. For example, IXUS will have iShares Core MSCI Total International Stock ETF under description. But since 2021, I no longer see the names except for investments at Fidelity.

Do you have the same issues?
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