Fidelity Active Trader Pro vs. Vestberry

Fantastic for the planning and execution of trades, as follows: (1) Offers nearly 50 market filters, including technical, social sentiment, and custom options filters, (2) supports analysis of option market sentiment with volatility and open interest statistics, as well as the day’s biggest trades, (3) functionality to trade equities, ETFs, simple and complex option strategies with extended-hours and directed trading capabilities, (4) capacity to create and save up to 50 orders and place them at the right time, (5) helps manage risk and profit potential with conditional orders, (6) allows placement of a variety of simple and complex multi-leg option orders, (7) provides ability to monitor portfolio with streaming quotes, real-time gain and loss, streaming balances, and streaming order status updates, and (8) allows creation of personalized layouts to see the market and portfolio information that’s important to you Set trade defaults, create shortcuts, and use hotkeys to quickly and efficiently navigate through the platform.

Incentivized

• Customizable to display information the way I want to see it.
• Clean, straightforward interface to let me quickly access information from cursory overview to detailed tax information.
• Equipped with good security measures.
• Very user friendly.
• The software has some nice features, including watch lists, market news, alerts, and real-time balances. The program also displays tax-lot information in real-time. There are advanced options tools as well. Active Trader Pro is able to submit up to 20 orders at once using a multi-order ticket.
• Active Trader Pro has many available features. Alerts can be set, watch lists can be created, and market news can be followed. Balances are shown in real-time. Each of these elements can be assigned to its own window. Tax-lot info can be shown in real-time as well. A multi-order trading ticket can submit 20 orders at once. Up to 50 orders can be built and saved.

Incentivized

• 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.

Incentivized

I have never had any issues using the product, my biggest complaint is that admins cannot change their usernames and the ones that are generated are very hard to remember.

Incentivized

Highly comparable. thinkorswim was a great platform and Fidelity has achieved competing against it. Ease of learning curve with training and the ability to configure exactly what the user wants to see is a huge plus. The customizations available are a major bonus and Fidelity's overall customer experience is a beacon in the marketplace.

Incentivized

• Remove customer service aspects from our benefits team to allow us to focus on other aspects of benefits administration
• Adds flexibility for our employees which makes them more likely to remain with us
• Employees appreciate the quality of the accounts (especially HSA)

Incentivized