Fidelity transactions, checking and credit card accounts
Juliet
Merged in a post:
Transaction Level detail from Fidelity Account
C
Christopher Wenisch
Develop a connection so that I can sync transaction level detail from my Fidelity credit card account, which is a primary account for my family
T
Terrence
This is important and will become much more popular in the future. Whole generations of peole are using Fidelity CMa accounts instead of traditional or online banking.
Juliet
Merged in a post:
Fidelity Rewards Signature Card transactions
J
Jonathan James
Show transactions from Fidelity Rewars Signature card!!!
J
Jose Garcia
Not sure about checking, but signing in to Elian with you FidelityRewards login info through plaid works like a charm for getting credit transactions!
W
William
Jose Garcia thank you for pointing this out. ive been dealing with the headache of manually breaking up my credit card payments to the fidelity visa for months. this is a huge tip
C
Christopher Wenisch
Jose Garcia How can someone set this up?
J
Jose Garcia
Christopher Wenisch look for ELAN Cardmember Service when adding an account and log in using your fidelity rewards login information (seperate from main fidelity)
Juliet
Merged in a post:
Fidelity as the checking account
M
Megan
Some people use fidelity investments for their checking. We should have the ability to see the transactions.
R
Renata
Just echoing Yonatan Berner again - if Rocket Money supported the account connector Yodlee in addition to Plaid, this would be solved.
T
Tom
I am also seeing the issue that I can see the balance in Fidelity checking account but not the transactions. If we can't get the full information from the linked account it would be nice to have the ability to import a .csv export from Fidelity into Rocket Money.
Lupe
Merged in a post:
Please support detailed transactions from Fidelity account
A
Aohua
For now if I link my fidelity’s credit card, it only shows the balance with no transaction details
Julian Negri
I Need to monitor budgets for my fidelity cash manament / debit card
P
Philippe
works for me
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