Numbers don’t add up – Fidelity Investments Review

I’ve called Fidelity several times to inform them of several problems to no avail. This latest update doesn’t fix these problems. I find two big issues. First, the number for “Today’s Gain or Loss” on the Summary page does not agree to the total of the individual security gains and losses on the Detail. A Fidelity rep told me that was because two different vendors provide that information separately. How can a summary total not agree to the total of the individual securities? Absurd! Second, for thinly-traded issues, the dollar and percentage gain or loss for the current price does not agree with the dollar and percentage gain for one’s own holding. For example, if the current price of XXX is $21.00, up $1.00 or 5.00%, my individual holding dollar and percentage increase (or decrease) shows a different amount. I have also spoken to Fidelity reps who have stated they will report the issue, yet it has not been fixed. This doesn’t give me a lot of confidence that the information provided to me is accurate.
Review by ChristopherLane on Fidelity Investments.