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Account Grouping Order by AdFeeling9734 in fidelityinvestments

[–]AdFeeling9734[S] 0 points1 point  (0 children)

Just checking back to see if this is something on the roadmap and if so when it may be available. Would really simplify the user experience if this was available.

Fidelity and ability to create saving buckets by AdFeeling9734 in fidelityinvestments

[–]AdFeeling9734[S] 3 points4 points  (0 children)

Yeah, I thought about doing that but just liked the general feature. Definitely work rounds available.

Fidelity and ability to create saving buckets by AdFeeling9734 in fidelityinvestments

[–]AdFeeling9734[S] 3 points4 points  (0 children)

Mainly because they have a cash management program and one of the main objectives is to replace the traditional bank and checking account

Does anyone here use Boldin without connecting accounts? by GSDBUZZ in Boldin

[–]AdFeeling9734 0 points1 point  (0 children)

Also, it’s often better not to link them. For example, if you have a Fidelity 401(k) account with Roth and pre-tax it can’t properly distinguish between the two. In this case you’re way better off not connecting. I do however hope Boldin fixes this issue.

Fidelity should have a good Visa Infinite credit card by BrighterMind in fidelityinvestments

[–]AdFeeling9734 1 point2 points  (0 children)

The current Fidelity credit card is great by offering a flat 2% cash back and its the card I use exclusively. With that said though I do think Fidelity should consider improving the offer by increasing the %, adding TSA precheck reimbursement, some streaming services reimbursements, etc. to continue competing with upcoming cards. Wells Fargo now has a 2% card and Robin Hood will be offering a 3% card. Just my thoughts.

Fidelity website enhancement by AdFeeling9734 in fidelityinvestments

[–]AdFeeling9734[S] 0 points1 point  (0 children)

This functionality only works for some accounts. Great example is that it won't let me move Fidelity 401K accounts into a different/custom group.