Fidelity transactions, checking and credit card accounts | Feature Requests

Fidelity transactions, checking and credit card accounts

Karen Figurelli

Add transaction support for Fidelity accounts including checking and credit card accounts

Created by Melissa

July 22, 2024

Tim Wolande

Yes. We can see balance but not transactions on Fidelity Credit Cards, please prioritize getting transactions added.

John Madden

Please make it so that Fidelity Crypto accounts can be factored into the Net Worth feature.

Jennica Christiansen

I would love for this to be a feature! I also use fidelity and this is kinda pointless if I cannot get transaction data. I’ll be cancelling for now.

Rahul Roy

Echoing the several comments here, my income is not captured in any useful way by lacking this feature.

Tim

I will be leaving Rocket Money premium if the checking transaction level details are not resolved very soon.

Niander

It is really unfortunate that we can't track individual transactions from fidelity accounts. Please provide a solution

Daren

Niander They added fidelity I can see my account now.

Rachel Pierson Reiley

FYI, I’ll be cancelling my premium account if this isn’t resolved.

Patrick

I will be canceling my Premium account if you can't find a way to safely and securely connect to Fidelity Investments.

Todd Weisrock

I agree. I used to use the savings account function, but I lost that ability when I moved my checking account to Fidelity. And now my transactions from my Fidelity checking account do not come across. I'll unsubscribe from premium until that gets fixed.

Steven Robert Carlson

I would love to use Rocket Money to track my finances. However, I do most of my banking with Fidelity, so I am cancelling my Premium subscription for now.

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