Fidelity transactions, checking and credit card accounts
P
Parker Alspach
FYI the similar app Monarch, supports Fidelity transaction level details. Trying them out this week to see how it goes. Might end up canceling Rocket if it works well.
K
Khoi
I was coming here to add this as a suggestion, thinking I was the only one having issues but glad to know there are a lot of others who use Fidelity for their checking. Please add this to the checking section!
J
Jamal Nasir
I have been able to connect to Fidelity. I do all my banking and brokerage through them as well as my credit card. While the CC and brokerage accounts do show up, there is no way currently for things to show up under 'checking' account on the app. So all my balances from fidelity show up under the 'investments' section. However, this is progress from previously where there was no way to sign in to these accounts from Plaid at all. There does seem to be the ability to get your accounts imported now.
Edit: However, what I am also noticing is that while it can get my Fidelity/Elan CC balance, it still does not seem to be getting any of the actual data like transactions for my CC
P
Parker Alspach
Please prioritize this quarter, Fidelity/Elan has transaction level detail on their site. please work on getting the AIP hooks!!
C
Colin Broz
Rocket Money, PLEASE ADD THIS FEATURE!!!
I really need to track my Fidelity Signature Reward Credit Card transactions. Since this feature is not activated, it's SO hard to manually add my transactions into my spending each month.
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.
Load More
→