Fidelity Investments
complete
Daniel
Thanks everyone for your requests around adding supporting for Fidelity! We're excited to share that Fidelity 401K accounts can now be added to Rocket Money.
You can follow the steps in this article to add your 401K account: https://help.rocketmoney.com/en/articles/934328-connecting-bank-accounts-and-credit-cards
Please note that we only receive your balance information, so we won't be able to display individual transfers in and out of the account. We will be able to display the changes in your balance over time though.
If you run into any issues adding your account, please reach out to our support team at support@rocketmoney.com or via the in-app chat.
D
Dylan
Unfortunately a little too late, as I've moved to another provider (Monarch Money).
A
Amber
Any plans to add Fidelity IRA accounts as well?
Daniel
complete
Daniel
Thanks everyone for your requests around adding supporting for Fidelity! We're excited to share that Fidelity 401K accounts can now be added to Rocket Money.
You can follow the steps in this article to add your 401K account: https://help.rocketmoney.com/en/articles/934328-connecting-bank-accounts-and-credit-cards
Please note that we only receive your balance information, so we won't be able to display individual transfers in and out of the account. We will be able to display the changes in your balance over time though.
If you run into any issues adding your account, please reach out to our support team at support@rocketmoney.com or via the in-app chat.
J
JJ
Daniel
I followed the steps all the way through and was able to select my accounts, but on the last step, it says it was unable to link
Any suggestions?
M
Madalyn
Please add Fidelity. It is absurd that I can’t track the vast majority of my investments and 401k at one of the most popular institutions.
J
James
They should be able to do this now with Fidelity Access.
J
Justin
Please add Fidelity Net Benefits
Michelle McGowan
Load More
→