Manual Accounts Balance is not seen ON THE PRIMARY Net worth view when you access to the app
F
Felix Rodriguez
Recently Optum Bank, the HSA provider of my employer, updated their security policies to not allow third party apps to access the funds of clients.
So I created a Manual Account with a balance that I update manually, this is an Investment Account
When I open the app on my mobile and desktop devide the primary view of net worth doesnt show the manual account under the investment category. This account is just seen if I go to Net Worth - Assests
My suggestion is to show the Manual Account Balances on the primary view of the app, not only the linked accounts
Best regards,
K
Khadija Mehter
Hi Felix Rodriguez! I'd love to learn more about your request so I can assist you further! If you can please send me an email at support@rocketmoney.com, I'll be happy to speak with you further! Thanks so much!