Were you able to transfer entire portfolio to Fidelty? In particular, due to dividend reinvestment all my stocks have fractional shares and wondering if only whole numbers can be transferred and fractional shares causing a ''sell''.
We appreciate your question here in the Community. We would like to put you in touch with an investment specialist who can take a closer look at this situation and offer you assistance. If you would, please message us here: http://bit.ly/U7b7Jj. We hope to hear from you soon. Thank you for your time! – Tara
I agree with you about the delay in updating the accounts, it is extremely frustrating. I sent a message to USAA about it. Their response was the "new" trading platform updates later than the "old" platform, and there is nothing they can do about it. I wish they would go back to the old platform. This is unacceptable to me. I have no hope that they will get if fixed, so I'm looking to move my accounts elsewhere. You figure we are not the only ones experiencing this problem. Maybe if enough people complained they would get off their duffs and do something.
I'm not sure if my investment values are updating or not. Checked last night at 9PM EDT, date for the balance - gain/loss column still showed 13 Sept for a majority of my investments, a few showed 9:40 AM 13 Sept.
Didn't Investment values update a few times throughout a trading day before conversion to NFS? Am I wrong?
Thanks for posting. We would like to put you in touch with an investment specialist who can take a closer look at your account in order to offer you assistance. If you would, please message us here: http://bit.ly/U7b7Jj. We hope to hear from you soon!
It seems like the Community Managers never answer the question posed. They just say message us and we want to put you in touch with an investment specialist who will look into your situation. I'm sure the situation is the same for all of us. We all want the "new" trading platform to update our accounts in a timely manner. The "old" trading platform did that. If the old platform could do it why can't the new platform do it. If the new platform cannot do it why did USAA feed us a line of bull saying we would all see these "improvements" when the new trading platform came on line. I sure haven't seen any so far. I've been a USAA member since 1977 and I am tremendously disappointed in the way USAA touted this "new" trading platform when it is clearly not as good as the "old" platform in so far as timely account updates are concerned. Is it that you can't fix the problem or just won't fix the problem? If you just won't fix it, that certainly reflects on your customer service which has been trending down in recent years. If you can't fix it, that would reflect on your ability to offer top notch brokerage services, which you claim to do. I know there are other brokerage services out there that provide their clients with timely account updates. It is just baffling that USAA either can not or will not address this issue.