Understanding how to use the Fidelity Active Trader Pro will make your life so much easier. On top of that, you’ll be able to quickly find what you’re looking for. In this I’ll show you how to use Fidelity’s Active Trader Pro Platform in addition to showing you some of the features.
1. Requirements To Use Active Trader Pro:
Fidelity does require you have an open account with a total balance of $25,000 or greater OR place 36 or more trades in a rolling 12-month period. If you meet these requirements you the platform should automatically be available. However, if you call customer service and talk to a rep they are able to add this requirement for you. You will have two different options. There’s an online version (support by your browser) or you can download a copy as an application. Personally, I’ve had poor experiences with the web based version from running very slow to having to restart the application due to stock data not being updated.
2. Getting Started:
After you’ve completed the install, it’s time to login. You should see an icon with the Fidelity logo called “Fidelity Active Trader Pro®”. If you don’t see it try clicking the windows start button and type “Fidelity” in the search window. It should pop-up (at this time I’d recommend right clicking on it and creating a shortcut for your desktop). The first time opening the app may take a minute or two, so be patient. You’ll be promoted to enter your username and password. Once you login you should see something similar to the screenshot below. Now, you might be feeling a little overwhelmed, don’t worry you’re not the only one.