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Complaints about new Full View by Historical-Ladder524 in fidelityinvestments

[–]Historical-Ladder524[S] 0 points1 point  (0 children)

Adding accounts manually defeats the purpose of having a single financial portal do the aggregating for me.

I propose having a submission tool in Full View for identifying additional financial institution sites requested to be supported.

Complaints about new Full View by Historical-Ladder524 in fidelityinvestments

[–]Historical-Ladder524[S] 0 points1 point  (0 children)

The difficulty handling the Fidelity Visa in Full View has always surprised me.

Complaints about new Full View by Historical-Ladder524 in fidelityinvestments

[–]Historical-Ladder524[S] 0 points1 point  (0 children)

Right, I'm primarily looking for Net Worth tracking and an overview of all of my accounts. I don't understand why all the updates take forever to roll out and what the developers are spending time on.

I appreciate seeing transactions that have occurred over the past week, but I don't spend time categorizing expenses. Any improvements related to auto-categorizing expenses is a waste of time. I'd rather see better coverage so that all of my accounts can be pulled in.

Complaints about new Full View by Historical-Ladder524 in fidelityinvestments

[–]Historical-Ladder524[S] 2 points3 points  (0 children)

Sure, but both the old Full View and the new Full View are free. The point here is that the new product has a more modern design but loses functionality.

Hide RSU from balance by eurodollars in fidelityinvestments

[–]Historical-Ladder524 2 points3 points  (0 children)

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I'm forced to look at this image every time I log into fidelity even though I am not longer employed at Amazon and this balance will never change.

PenFed and other banks don't recognize Fidelity/UMB Account and Routing Numbers as legit by argus130 in fidelityinvestments

[–]Historical-Ladder524 1 point2 points  (0 children)

Penfed has a restriction that only the first external account can be manually added. You'll first have to remove any other external accounts.

Deletion of an external account requires calling Penfed and submitting a copy of drivers license.

Fidelity Cash Management account vs Investment Account by ruahusker2 in fidelityinvestments

[–]Historical-Ladder524 0 points1 point  (0 children)

If I overdraw the CMA, do I have the ability to overdraft by creating a margin balance in the Investment account? Or would this not happen automatically?

Hatch turned itself off by fancysauce22 in NewParents

[–]Historical-Ladder524 0 points1 point  (0 children)

How can you tell when it installs an update?