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

Jen

Wealthfront supports fidelity.. it’s doable, I have my account that I Use to pay mortgage, bills and utilities.. I’m not getting the whole picture. Thank you!!.

Karim

For the Fidelity credit card, you can link an Elan Financial account since the card is through them (if you don't have an existing Elan account, you can sign up for it in a few minutes). This shows all your transactions like normalm Hope this helps!

Merged in a post:

Fidelity no longer supported??

Emma

Apparently Fidelity is no longer supported by Plaid, so RM cannot add our fidelity accounts anymore. This is a huge issue for me. I don’t want to cancel my subscription, but this may force me to look elsewhere.

August 1, 2024

Merged in a post:

Fidelity integration with Yodlee

Yonatan

This app should also support Yodlee in addition to Plaid. That way Banks like Fidelity could be supported.

July 31, 2024

Merged in a post:

Fidelity

Ajay Kallur

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

July 31, 2024

Gloria

I would love to have support for Fidelity!!! I'm not able to get a clear picture of my net worth without connecting ☹️