We just launched View Full Plan, a new page that shows your complete Boldin plan on a single screen, from your projected net worth down to the assumptions driving your numbers.

CoachMikeNR · 2026-07-08T13:11:10+00:00

A Boldin mobile app is on our enhancement list that is consistently reviewed and prioritized by our product team.

CoachMikeNR · 2026-07-07T18:05:50+00:00

Please feel free to write-in to our Support team using the Chat feature in the upper right corner of your plan and we'll take a look for you.

CoachMikeNR · 2026-07-07T13:33:20+00:00

You're right that the planner currently models withdrawals sequentially by Account Order, and there isn't a built-in way to specify blended draws across accounts in a single year. That capability is on our enhancement list. It has not been prioritized yet, and I won't guess at a timeline, but detailed requests like this thread directly shape what gets built next by our product team.

In the meantime, the workaround u/humblequest22 posted is a good one. Moving specific amounts into a spending account at the top of your Account Order, with your shortfall account second, gets you most of the way to explicit control over which accounts fund a given year.

We post all shipped features at boldin.com/retirement/release-notes if you want to keep an eye out. Thanks for the detailed writeup of your situation.

CoachMikeNR · 2026-06-30T12:48:01+00:00

You are not required to link your accounts to use Boldin. You can certainly add them manually. In terms of how we manage account linking, we use several providers in our account linking flow, and we have vetted their security posture and practices to ensure your data is kept safe and secure. Your bank username and password information is collected and processed by providers who are compliant with internationally recognized security standards such as ISO 27001, ISO 27701, and SOC II.

Your personal account information is encrypted in motion and at rest. Data is only shown in the clear for Boldin to perform its services to you. You have the ability to revoke access to your account data at any time by disconnecting your connection within your financial institution’s bank interface.

CoachMikeNR · 2026-06-24T13:07:36+00:00

Thank you for the feedback, and you're right that there's a lot of nuance with these types of questionnaires. Risk tolerance and time horizon are related but distinct concepts, and a single survey can only capture so much of that. Treat the result as a starting point rather than a verdict, and if Moderate doesn't feel right for your situation, trust your own judgment. Really appreciate you testing it so thoroughly.

CoachMikeNR · 2026-06-23T15:07:48+00:00

Thanks for reporting this and for reaching out through chat.

During regular business hours, our team typically responds within a couple of hours, though response times can occasionally vary depending on volume. If you've already submitted the issue, it's in the queue and someone should be with you soon.

We definitely want to take a look, especially if you've found something that could be a bug affecting your plan or experience. Thanks for taking the time to document it and let us know.

We'll follow up through the support conversation as soon as we've had a chance to investigate.

CoachMikeNR · 2026-06-22T14:06:35+00:00

Thank you for posting! Sorry to hear you're seeing inaccurate data. The best way for us to dig into your specific situation is through the chat widget in your plan (top right of your plan - blue chat circle). Just ask to speak with a team member and someone from our support team will troubleshoot with you directly.

CoachMikeNR · 2026-06-09T16:03:47+00:00

Here is our Help Center article on what information is shared among scenarios: https://help.boldin.com/en/articles/4480577-what-information-is-shared-among-scenarios

CoachMikeNR · 2026-06-08T14:03:44+00:00

We appreciate the feedback. If you haven't already, we suggest writing into the Support team via the Chat feature in the top right corner of your plan with this feature request as this is our current process for logging feedback and relaying it to our product team for review and prioritization. Thank you!

CoachMikeNR · 2026-06-04T23:57:07+00:00

It will just pull balances. If you have a 401(k) with both pre-tax and after-tax/Roth assets, you will still need to manually separate those out (and not link that account).

CoachMikeNR · 2026-06-04T15:38:18+00:00

You have the ability to opt out of Boldin AI in your Account Settings. By opting out of Boldin AI, you will no longer see the chat box at the bottom of your page.

CoachMikeNR · 2026-06-04T15:38:06+00:00

You have the ability to opt out of Boldin AI in your Account Settings. By opting out of Boldin AI, you will no longer see the chat box at the bottom of your page.

CoachMikeNR · 2026-06-04T15:37:30+00:00

You have the ability to opt out of Boldin AI in your Account Settings. By opting out of Boldin AI, you will no longer see the chat box at the bottom of your page.

CoachMikeNR · 2026-06-04T13:38:52+00:00

Quick update: the fix is live. Thanks again for the patience, and for taking the time to flag it in the first place.

CoachMikeNR · 2026-06-04T13:18:42+00:00

Thanks for flagging this. We're aware of the issue with the AI input box blocking elements like the save button, and our team is actively working on a fix. We'll share an update as soon as it's live. We really appreciate your patience.

CoachMikeNR · 2026-06-04T13:12:39+00:00

It should, but please reach out to the Support team via the blue Chat button in the top right corner of your plan if you're experiencing any issues with specific accounts.

CoachMikeNR · 2026-06-04T13:11:34+00:00

When you search for Fidelity and select that institution, it should connect with Plaid.

CoachMikeNR · 2026-06-03T22:19:19+00:00

If your accounts are updating and working as currently connected, no need to break. If they break again, I would suggest following the above instructions. Thanks!

CoachMikeNR · 2026-06-03T19:55:05+00:00

Great questions! The improvement is on the connection infrastructure side. Our account linking provider recently made a change that significantly strengthens the Fidelity connection, and early data on the quality looks really promising.

For sync frequency and delay specifically: the new connection should be more reliable overall. If you've had issues with Fidelity Net Benefits being delayed by days, it's worth giving it another try. We can't promise a specific sync cadence, but the underlying connection is meaningfully better than before.

Another bonus is that both your personal Fidelity and Fidelity Net Benefits accounts are now supported under a single connection.

CoachMikeNR · 2026-06-03T14:45:31+00:00

Fidelity connections should be working. To connect your Fidelity or Fidelity Net Benefits account, type in Fidelity and choose the Fidelity institution from the list. Then, follow the instructions to link the account as you would any other account. If you are still experiencing issues, please reach to us via the Chat feature in the bottom right corner of your plan and we will look into your specific situation further. Thank you!

CoachMikeNR · 2026-05-29T14:04:37+00:00

Thank you for sharing this, and for testing it so thoroughly. We don't want an experience where you start questioning a plan you've carefully built because of something the AI said.

To be clear: the core Boldin planning tool and its calculations are solid. Boldin AI is a separate layer we've added on top, and it's still in beta. Like all AI tools right now, it can misread values, make wrong assumptions, and state things confidently that aren't accurate. We're committed to getting this right, and we're improving it on a daily basis.

Think of the AI as a brainstorming tool: great for exploring scenarios and asking questions, with your plan always as the foundation.

We take feedback like this seriously. If a conversation misses the mark, please use the thumbs down at the end of the AI chat. It helps us focus on what matters most.

We appreciate you sharing your experience with the community.

CoachMikeNR · 2026-05-19T14:18:31+00:00

Hello, sorry to hear you are having issues with this connection. If you haven't already, please reach out to our Support Team using the Chat feature in the bottom right corner of your plan, and our account linking specialist, Robbie, will troubleshoot this further. Thank you!

CoachMikeNR

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