02 / fidelity investments / product design. 2024
one trade flow for all users
Summary
The ability to auto invest into stocks, etfs, and mutual funds is a highly requested feature across our wide-ranging customer demographic. It helps young customers dollar-cost average into savings over a long period of time, and it allows experienced traders to customize trades they want to execute at a predictable pace. This project worked across teams in the organization to launch a recurring investment and transfers product feature.
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the existing dual-ticket experience confuses users
Problem
the existing dual-ticket experience confuses users
Problem
Before we launched the new recurring investments experience in Nov 2023, there was no way to automatically invest stocks or etfs. Users could auto invest mutual funds that they already owned. This latter flow could be found inside recurring transfers- a location that felt singular and out of place. How might we resolve structural issues within our existing offerings, and launch a net new product that benefits our users and business goals?
zooming out
Rolling two trade screens into one
It is also not immediately clear where these active plans are managed.
We’ve launched two versions of the recurring investment trade ticket. We launched MVP with a single-security trade ticket in November 2023. We followed up, in the Jan 2024 release, with the multi-security trade ticket. Users can now add multiple symbols (up to 10) into a single recurring trade.
We’ve launched two versions of the recurring investment trade ticket. We launched MVP with a single-security trade ticket in November 2023. We followed up, in the Jan 2024 release, with the multi-security trade ticket. Users can now add multiple symbols (up to 10) into a single recurring trade.
zooming in
A two-stage launch process
It is also not immediately clear where these active plans are managed.
We’ve launched two versions of the recurring investment trade ticket. We launched MVP with a single-security trade ticket in November 2023. We followed up, in the Jan 2024 release, with the multi-security trade ticket. Users can now add multiple symbols (up to 10) into a single recurring trade.
We’ve launched two versions of the recurring investment trade ticket. We launched MVP with a single-security trade ticket in November 2023. We followed up, in the Jan 2024 release, with the multi-security trade ticket. Users can now add multiple symbols (up to 10) into a single recurring trade.
impact
A net new product with big impact
Customers have responded very positively to the new product offerings, with numbers that attest to its product usefulness across a wide user demographic.
interactions
Quick access to recurring investment hub & trade ticket
Something about how this flow works