Fidelity transactions, checking and credit card accounts
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Rahul Roy
Echoing the several comments here, my income is not captured in any useful way by lacking this feature.
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Tim
I will be leaving Rocket Money premium if the checking transaction level details are not resolved very soon.
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Niander
It is really unfortunate that we can't track individual transactions from fidelity accounts. Please provide a solution
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Daren
Niander They added fidelity I can see my account now.
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Rachel Pierson Reiley
FYI, I’ll be cancelling my premium account if this isn’t resolved.
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Patrick
I will be canceling my Premium account if you can't find a way to safely and securely connect to Fidelity Investments.
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Todd Weisrock
I agree. I used to use the savings account function, but I lost that ability when I moved my checking account to Fidelity. And now my transactions from my Fidelity checking account do not come across. I'll unsubscribe from premium until that gets fixed.
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Steven Robert Carlson
I would love to use Rocket Money to track my finances. However, I do most of my banking with Fidelity, so I am cancelling my Premium subscription for now.
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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!!.
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Karim Soliman
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!
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Aaron Maben
Karim Soliman you are a freaking rockstar! This is exactly what I was looking for and it works!
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Khadija Mehter
Merged in a post:
Fidelity no longer supported??
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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.
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