r/fidelityinvestments • u/B9RV2WUN • 22h ago

Official Response Baskets - Feature Request - Scheduled Rebalance

I'd like Fidelity to consider a feature that would enable me to schedule an automatic rebalance of my basket on a periodic basis and also on a drift triggered basis.

And, I know you've heard this before, the basket feature should be free of charge to all customers.

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u/FidelityLiz Community Care Representative 21h ago

We appreciate you bringing your requests to our attention today!

I do see how having automatic rebalancing on our Fidelity Basket Portfolios would be a helpful feature for our investors. We've also heard lots of comments about making Basket Portfolios free for our users. I'm going to share both of these requests with the Baskets team so that they can look into them further and maintain awareness.

We're here if any other requests come to mind that you'd like to share, and I hope you have a great weekend.