# Active Trader Pro Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Active Trader Pro the right Stock Portfolio Management solution for you? Explore 13 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/210415/Kajabi/reviews

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Active Trader Pro

3.2 (13)

[View alternatives](https://www.capterra.com/p/210415/Active-Trader-Pro/alternatives/)

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Last updated March 13th, 2026

# Reviews of Active Trader Pro

Ease of use

3.2

Customer Service

3.0

## Showing most helpful reviews

Showing 1-13 of 13 Reviews

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Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VR

Verified Reviewer  
Manager  
Chemicals  
Used the software for: 2+ years

### "Clean, simple package with all the elements I need"

February 15, 2021

5.0

I use this software daily to track my investments as well as buy/sell stocks and mutual funds. I love the simplicity of it!

Pros

Customizable to display my information the way I want to display it. Clean, straightforward interface lets me quickly access information--from cursory overview of my portfolio to detailed tax information and statements. Also seems to have good security measures equipped

Cons

Some of the views start out the same way every time you load the software, where it would make more sense to start where you left off last time.

Reason for choosing Active Trader Pro

I could access all accounts from one place.

Review Source

TW

Todd W.  
President  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Best online trading software in my own head to head analysis."

September 28, 2023

5.0

Extremely pleased. For my investing purposes, it is the absolute best online software available for retail investors. I conducted my own study in order to measure the quality of order fills by placing identical trades in my Fidelity Active Trader Pro account and in my Interactive Brokers account, and the fills were identical, other than the fact that I paid my commissions on my Fidelity trades but I had to pay commission on the trades placed in my Interactive Brokers account. In fact, many times I orders are filled at prices that are actually superior to the exchange posted prices (I place a lot of trades that can be easily be measured because I will oftentimes place my opening and closing trades at either the market open or close each day.

Pros

Free commissions on equity trades, quality of order fills, extremely extensive inventory of stocks available for short-selling.

Cons

The only negative issue with this product is the fact that if you want to initiate a short sale position at the market open, you must place the trade between 8:00 am and 9:15 EST as opposed to the night before with all other brokerage software that I've used in the past.

Alternatives considered

[thinkorswim](https://www.capterra.com/p/230493/thinkorswim/)

Reason for choosing Active Trader Pro

The Fidelity Active Trader Pro platform is easier to navigate, and the availability of stocks to short is far superior to what was available to me on thinkorswim.

Review Source

Jessieah M.  
C.O.O.  
Entertainment  
Used the software for: Less than 6 months

### "Fidelity Review"

July 17, 2025

3.0

Not bad, just a steep learning curve. Theres always more to offer within an app, especially financial but not everyone needs it all.

Pros

The Fidelity app offers robust investing features with no trading fees on stocks and ETFs, intuitive account overviews, and strong retirement planning tools, making it excellent for both beginner and experienced investors managing multiple accounts in one place.

Cons

Some users find the app’s interface cluttered and occasionally glitchy, especially when navigating advanced options or research tools, and its design isn’t as sleek or user-friendly as newer investing apps like Robinhood or Webull.

Review Source

MM

Mercy M.  
Processor  
Education Management  
Used the software for: Less than 6 months

### "Fidelity Investing "

May 8, 2025

5.0

have only begun to use it but so far it has been a good experience

Pros

Easy to use interface, gives you alot of information and stats to help you make a decision

Cons

sometimes forget to use and will lose on some potentital gains

Review Source

MS

Michelle S.  
CEO  
Accounting  
Used the software for: 2+ years

### "Nice product "

December 20, 2024

5.0

Great. I get to see my trade and account balance in real time

Pros

Easy to use and help is provided. I like being able to make decisions quickly

Cons

Nothing. It’s new to me so I like it so fat

Review Source

MP

Michael P.  
Retired  
Financial Services  
Used the software for: 2+ years

### "Look for an alternative to Active Trader Pro"

December 16, 2024

2.0

A struggle. 90% of the time it functions as advertised. 10% of the time I am losing money or missing out on good trades.

Pros

Fidelity support is good. Active Trader Pro...not so much.

Cons

Lots of bugs. Will not update trades. I lose money because I cannot sell a moving security. Fidelity support is great - Active Trader Pro...not so much. Look for an alternative.

Review Source

hS

harrison S.  
owner  
Retail  
Used the software for: I used a free trial

### "active trader pro review"

May 2, 2025

5.0

It's an awesome product and I highly recommend it. You won't be disappointed.

Pros

My overall experience with Active Trader Pro has been great. It's very user-friendly and has definitely made an impact on my workflow.

Cons

There wasn't much to dislike. The software is very intuitive to use.

Review Source

MS

Mark S.  
Investor  
Information Technology and Services  
Used the software for: 2+ years

### "Chart Drawings do not save"

March 28, 2022

1.0

I have all my retirement accounts with Fidelity, before I became an active investor.

Pros

Easy to place trades. Good foundation for what could be an excellent product.

Cons

\- Drawings on charts do not save, so if you like to draw trend, support, and resistance lines, etc. you are out of luck. I am forced to do all of my charting in Think or Swim, but my trades in ATP, which is a real pain. - Slooooooooooowwww - No customer technical support - Fidelity does have a minimal support team on Reddit, if you can find it. Why you have to be a Reddit user to get support from Fidelity baffles me. I have tried many times to contact ATP support at Fidelity, but I have given up. - Saved layouts are a mystery as are charts. You never know what you are going to see when you reopen a stock symbol to review.

Review Source

EW

Edward W.  
Boss  
Financial Services  
Used the software for: I used a free trial

### "Stuck in Stone Age"

May 23, 2021

1.0

Waste of time.

Pros

The charts and features are excellent. This was a platform I had hoped to use. However, they failed to prove that they had functional software or that they could fix a simple issue. People like this do not get money from me.

Cons

For each of the 18 stocks in every portfolio I would have 9 personally configured separate chart TABS (1 Year SMA, 6 Month SMA, 10Day, 5Day, MACD, Bollinger, 2Day SMA, Today PSAR, LowBuyPoint). In 7 of the TABS for each stock there were 2 INDICATORS added (ADX, RSI). I drew a yellow horizontal line on both (@ 25 for ADX and @ 50 for RSI). For each 18 stock Portfolio this took several hours because each of the 7 TABS with these INDICATORS had to be saved after adding each horizontal line. In other words, you could not customize a chart and it's TABS for an individual stock and just SAVE the whole customized chart for the single stock. I was also instructed to save the Platform Layout each time. Log-out was always done correctly. Yet every next day, opening the platform software, my horizontal lines were gone and my time was wasted. I called multiple times to speak with Electronic Channel Support about the fact that my chart customizations were never saved to their server. They could never correct the problem. They also have an Investor Notebook where you can add personal notes. This too is hyper-dysfunctional. It will only let you type very slowly. So, I would actually create my notes on my PC then just copy/paste to the dysfunctional Platform Notebook. There is more too, but this site will not allow.... Anyway, they did not get a $500,000.00 transfer of funds because of their failure. I have gone back to Ameritrade Think Or Swim which is far superior.

Review Source

JW

Jim W.  
User  
Financial Services  
Used the software for: 2+ years

### "Worst Trading Platform Ever. Do Not Use Ever!"

August 11, 2022

1.0

I use it daily with terrible experiences.

Pros

There aren't any pros about this software.

Cons

This is like the free AOL disks we'd get in the mail in the mid 90's, and likely hasn't been updated since. No hot keys, minimal customization, frequent streaming errors with invalid data. Seperate trade tickets for pre and post market orders that de-populate fields when one field is changed. Slow and buggy, this is an insult from one of the largest financial institutions. This is REALLY BAD SOFTWARE.

Review Source

PC

Paul C.  
Retired  
Electrical/Electronic Manufacturing  
Used the software for: 2+ years

### "Lots of Features, But Buggy"

August 10, 2022

2.0

Despite the bugs, it is still a powerful platform. As a retired person that likes to keep an eye on my portfolio daily, it suits my needs pretty well.

Pros

Lots of features and data available in real-time.

Cons

Software is buggy. Periodic lock-ups, lags, etc. Support is virtually non-existent. When you do get them, they always blame your computer or your configuration. I'm on my 3rd computer using this software, and have continuously had the same issues on each one. Hard to believe it's my PC.

Review Source

KH

Kelly H.  
Joint Venture Accountant  
Accounting  
Used the software for: 2+ years

### "Best in the business! "

December 24, 2022

5.0

Pros

Active Trader Pro gives you all the information you need to invest strategically in one place. After using other softwares, I was very pleased with the functionality. I would never go back to another company. One should never invest blind, and Fidelity gives you everything you could need to be knowledgable.

Cons

Fidelity gives you so much information on your investments that it can be overwhelming and the website isn't always easy to navigate, but once you get the hang of it, it's no big deal!

Review Source

JT

Justin T.  
Dental  
Medical Practice  
Used the software for: 2+ years

### "Bad platform with bad customer service"

November 5, 2021

1.0

Platform is much more difficult to use than others line think or swim. In addition customer service is not helpful or quick and they are very robotic in their answers.

Pros

The software is somewhat customizable…..

Cons

It frequently changes your trade strategy with poor defaults and is very clunky (not streamlined) to use.

Review Source

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