Fidelity transactions, checking and credit card accounts
Brian Bartholomew
Try again - I was able to link my Fidelity accounts last night.
K
Karysa Kwasniewski
OK, so I scrolled down this thread and someone posted this fix for Fidelity Credit Cards - connect your account via Elan Financial [the credit card account administrator] instead of Fidelity. You may need to create an account first with Elan, if you haven't already. It totally solves this problem!
K
Karysa Kwasniewski
I'm actively looking for another financial management software besides Rocket, only because of this issue. I use my fidelity card for everything, and budgeting is useless without the transaction data. Please fix it fast, or I'm gone.
A
Austin
I also need this as I use Fidelity, please prioritize this on the road map.
T
Tim Wolande
Yes. We can see balance but not transactions on Fidelity Credit Cards, please prioritize getting transactions added.
J
John Madden
Please make it so that Fidelity Crypto accounts can be factored into the Net Worth feature.
J
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.
R
Rahul Roy
Echoing the several comments here, my income is not captured in any useful way by lacking this feature.
T
Tim
I will be leaving Rocket Money premium if the checking transaction level details are not resolved very soon.
N
Niander
It is really unfortunate that we can't track individual transactions from fidelity accounts. Please provide a solution
D
Daren
Niander They added fidelity I can see my account now.
K
Karysa Kwasniewski
I can see the account but not my transactions, still!
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