My first full-time UX role after three years of working at my startup and completing a five-month agency internship was at Fidelity Investments. I spent nearly two years as an information architect working with three scrum teams charged with updating service transactions. I worked closely with a product manager to translate requirements into designs that used the Fidelity design language, performed usability testing to garner support for decisions, delivered pixel-perfect specs to developers, and worked with the engineering team to bring the designs to life.
Apply for Margin Trading
Margin trading is a high-risk feature and Fidelity wants to ensure customers match their margin trading abilities to their risk tolerance. I created a mobile-first design that uses the interaction of the page to explain the rules of this complex financial instrument.
Margin and Options Accounts
The margin and options accounts page shows which accounts have these trading features, but the rules about which accounts are eligible is not intuitive. Through multiple designs and testing I found interactions that clearly align accounts to eligibility.
Change of Address
Every account can be assigned to a unique address and people can have seasonal addresses, making something people expect to simple suddenly difficult. This design keeps it simple for average customers while allowing flexibility for complex customers and accounts.