moderated Re: Accessible investment firm


David Diamond
 

Investments are a great way to hide earnings or just money from the government. We had to move my mother in-law's furniture as she was in the hospital with no hope of coming out. She was getting home care support on a weekly basis and the government was paying for it. Yet the woman across the hall in the nursing home had poor health would made it pretty much impossible to clean her house, she got no help from the government. Why? Because my mother in-law's investment councillor got her hundreds of thousands of dollars she had because of a insurance settlement, hidden, some how. ON paper it looked like she was only getting a little over a thousand a month with her senior citizen cheque. Yet to stay in the place she was living, was costing her $1,600 per month. Yes, he was a legal person. I just don't know how he managed to hide it as I'm not dishonest.

-----Original Message-----
From: main@jfw.groups.io <main@jfw.groups.io> On Behalf Of Ken Chernack via groups.io
Sent: April 2, 2021 7:30 AM
To: main@jfw.groups.io
Subject: Re: Accessible investment firm

Schwab redesigned their web site about 2-3 years ago.
They have a dedicated group for accessible issues.
Ken

-----Original Message-----
From: main@jfw.groups.io <main@jfw.groups.io> On Behalf Of Jim Pursley
Sent: Thursday, April 1, 2021 6:41 PM
To: main@jfw.groups.io
Subject: Re: Accessible investment firm

Our firm has custodied clients with Fidelity since 2006, when we moved from Schwab partly because the Schwab Institutional software was inaccessible. Fidelity's Institutional arm used HTML so for years I could navigate it easily. I use fidelity.com's watch list feature and manage my cash on the site. I've never found the site inaccessible for anything I want to do. The Institutional site, however, is less accessible with a lot of unlabeled buttons and the like.

I think that most of the brokerage platforms these days are accessible, though one of the people on this list had to work with Schwab to understand a large update they did on their retail site.

I'm pleased with the Fidelity site accessibility and ease of use once one gets the hang of its multi level organization.

-----Original Message-----
From: main@jfw.groups.io <main@jfw.groups.io> On Behalf Of Kelly Pierce
Sent: Thursday, April 1, 2021 6:20 PM
To: main@jfw.groups.io
Subject: Re: Accessible investment firm

It might be useful to note that Fidelity has presented at the popular CSUN conference on assistive technology on Web access.

Kelly



On 3/31/21, Kane Brolin <kbrolin65@gmail.com> wrote:
Thank you, Paul, for your keen insights on Vanguard. Even though they
compete against me professionally, I've always respected Vanguard as a
solid company that tries to treat their clients right. They made a
big deal of keeping expenses low long before most other investment
firms were even thinking about it. I'm glad to know Vanguard executed
their customer-centered focus by putting in practice a learned
approach to accessibility.

OK, first some truth in advertising; I am in the financial planning
and money management business. So I have tech preferences and
regulations for what I do that retail investors do not have. Over the
last few years, I have used in my business a tech platform called
Wealthscape which is very serviceable for trading investments and
moving cash. I don't think those outside the industry would have
access to the Wealthscape brand, but my point is that it is developed
by Fidelity. So to some extent I use Fidelity-branded securities
trading platforms on a daily basis and have found this one to be
fairly accessible. It's not perfect, but functionality has gotten
appreciably better with JAWS 2021 and Windows 10.

My other positive Fidelity experience came 10-15 years ago, when two
different clients allowed me to serve as a third-party agent so I had
the authority to adjust their 401(k) plan, which Fidelity had official
custody of. I had no problem reallocating mutual fund positions, or
even buying stocks, on my clients' behalf using the Fidelity platform,
even though Fidelity was not native to any other part of my day-to-day
work. My point is that it felt very natural to use that particular
version of Fidelity's retail platform back in the 2005-2010 period, as
it took me no time at all to train myself on where to find things on
the screen, etc.

Take my observations for what they are worth. I have no idea how good
the Fidelity interface is in 2021 re accessibility.

I will follow this thread with great interest.

Kind regards,

-Kane





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