Fidelity transactions, checking and credit card accounts
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
P
Philippe
I agree . You can track all that in fidelity itself. you can even add external accounts. but its not as nice and easy as here in rocketmoney
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!
A
Anthony
Karysa Kwasniewski is this still working for you? I made an Elan account and can see all the Fidelity information when I log in to Elan’s website, but I can’t get Rocket to link through Plaid.
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.
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