CLIENT

Fidelity Investments

PRODUCT

Fidelity Options Agreement

ROLE

Visual Designer

YEAR

2016

Bringing simplicity & clarity to the options agreement enrollment experience.

I served on the design team that was enhancing the experience of the Option Trading Ticket. As part of that effort, I was tasked with also optimizing the sign-up process for options trading. Our goals were simplicity, clarity, and smart tools that help you calibrate what your comfort level is with things like risk.

Design Deliverables

Owner Agreement.png
 
 
 
Confirmation.png