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Anyone else missing outside accounts on Fidelity's site?
02-24-2018, 09:37 AM
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#1
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Thinks s/he gets paid by the post
Join Date: Apr 2013
Location: Ormond Beach
Posts: 1,407
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Anyone else missing outside accounts on Fidelity's site?
I had added all my Vanguard accounts as outside accounts on Fidelity.com and they showed up in the portfolio summary (left side of home screen) and in my portfolio balances. I used to use Yodlee for this until they stopped fixing stuff on their Labs site, so Fidelity has been my aggregator for about a year now without issue.
But now they've all disappeared from my summary in Fidelity's home page (and in detailed balances) and the only option for adding outside accounts is Coinbase (?!?!). The strange part is that I still have all of them in Full View which the home page used to get data from, so my FV amounts are correct but I can't see detailed fund info there. I thought they might be having some issues to fix but it's been two weeks now and nothing's changed.
So has anyone else seen this and know what's going on? I guess I could chat with them to see, curious to know what the deal is. Really not interested in picking yet another aggregator but might have to go this route if Fidelity can't/won't fix it.
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02-24-2018, 09:41 AM
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#2
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2018
Location: Tampa
Posts: 11,298
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Quote:
Originally Posted by GTFan
I had added all my Vanguard accounts as outside accounts on Fidelity.com and they showed up in the portfolio summary (left side of home screen) and in my portfolio balances. I used to use Yodlee for this until they stopped fixing stuff on their Labs site, so Fidelity has been my aggregator for about a year now without issue.
But now they've all disappeared from my summary in Fidelity's home page (and in detailed balances) and the only option for adding outside accounts is Coinbase (?!?!). The strange part is that I still have all of them in Full View which the home page used to get data from, so my FV amounts are correct but I can't see detailed fund info there. I thought they might be having some issues to fix but it's been two weeks now and nothing's changed.
So has anyone else seen this and know what's going on? I guess I could chat with them to see, curious to know what the deal is.
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I don't have outside accounts on my Fidelity home screen, but do know they have changed the home screen; thus cutting out some previously shown information due to the temporary crashing of the Fido site last month.
__________________
TGIM
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02-24-2018, 10:02 AM
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#3
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Thinks s/he gets paid by the post
Join Date: Mar 2009
Posts: 2,985
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I still see my vanguard and other holdings at Fidelity under the analysis tab. I do not use the full view feature. No need to give access to my accounts to any third party.
__________________
Took SS at 62 and hope I live long enough to regret the decision.
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02-24-2018, 11:33 AM
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#4
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Recycles dryer sheets
Join Date: Mar 2006
Posts: 406
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I am having the same issue (gone from home screen, available in full view). They disappeared during the recent market turbulence, so I thought it was a glitch due to volume. Now it appears to be permanent.
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02-24-2018, 11:39 AM
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#5
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Apr 2013
Posts: 11,078
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Quote:
Originally Posted by Lagniappe
I am having the same issue (gone from home screen, available in full view). They disappeared during the recent market turbulence, so I thought it was a glitch due to volume. Now it appears to be permanent.
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I thought it was an on purpose decision by Fidelity
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02-24-2018, 11:52 AM
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#6
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 9,072
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I sent them an email a couple of weeks ago about it. Said it was temporary due to volume during the correction and that it would be added back later. Maybe Runningman gave them a heads up on his forecast so they are sitting tight for now.
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
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02-24-2018, 11:55 AM
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#7
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2018
Location: Tampa
Posts: 11,298
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__________________
TGIM
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02-24-2018, 12:07 PM
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#8
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Recycles dryer sheets
Join Date: Mar 2006
Posts: 406
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They also lost all my entries for their retirement score during the same time period. Strange...
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02-24-2018, 12:09 PM
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#9
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Thinks s/he gets paid by the post
Join Date: Jan 2014
Posts: 1,770
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They had a notice in red type for about a year saying they were going to update the home page. They even asked for your input. The change on the home page came through about 2 weeks ago. Nothing to due with the market drop or Fidelity slow down during the market drop. I list outside accounts on the "Analysis" tab.
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02-24-2018, 12:12 PM
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#10
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Aug 2004
Location: Laurel, MD
Posts: 8,327
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Quote:
Originally Posted by foxfirev5
I still see my vanguard and other holdings at Fidelity under the analysis tab. I do not use the full view feature. No need to give access to my accounts to any third party.
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+1
I enter outside accounts manually for the same reason. I only update them quarterly. The funds will update share price/value by just clicking the edit button but quantity changes (due to reinvestment, purchase, or redemption) have to be entered manually.
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
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02-24-2018, 12:17 PM
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#11
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Thinks s/he gets paid by the post
Join Date: Apr 2011
Location: Madison
Posts: 1,337
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I have the same issue. Don't really like the new home page as it doesn't list market conditions anymore.
__________________
Wild Bill shoulda taken more out of his IRA when he could have. . . .
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02-24-2018, 12:34 PM
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#12
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Aug 2004
Location: Laurel, MD
Posts: 8,327
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Quote:
Originally Posted by dtbach
I have the same issue. Don't really like the new home page as it doesn't list market conditions anymore.
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Not sure what you mean by market conditions, but if you mean major index values, I still get them. Have you tried clicking the customize button on the right side of the screen that lets you add or delete items to display?
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
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02-24-2018, 12:42 PM
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#13
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Thinks s/he gets paid by the post
Join Date: Apr 2011
Location: Madison
Posts: 1,337
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Yeah, major index values is what I meant. I see that now they are near the bottom instead and you have to scroll down. I didn't really see a customize button.
__________________
Wild Bill shoulda taken more out of his IRA when he could have. . . .
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02-24-2018, 12:47 PM
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#14
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Recycles dryer sheets
Join Date: Mar 2006
Posts: 406
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This note recently appeared on my home page:
"While we’re doing some maintenance on this page, you might not be able to access some content, including customized page views. Thank you for your patience."
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02-24-2018, 10:49 PM
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#16
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Recycles dryer sheets
Join Date: Apr 2016
Location: Bay Area
Posts: 188
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+1 as well. I do hope it comes back soon as I enjoyed seeing the summary
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02-25-2018, 04:35 AM
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#17
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2018
Location: Tampa
Posts: 11,298
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Quote:
Originally Posted by Cessna152
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If you type in "Retirement Distribution" in the box in the upper right part of the home screen, it will take you to a page where you hit "Planning and Guidance", then it goes to the screen where you hit "Get Started".
3 steps instead of prior 1 step on the home screen.
All my information was still saved though.
They said it would temporary. We shall see.
__________________
TGIM
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02-28-2018, 03:39 PM
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#18
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2018
Location: Tampa
Posts: 11,298
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My retirement score showed up on my home screen today.
__________________
TGIM
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02-28-2018, 04:53 PM
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#19
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Recycles dryer sheets
Join Date: Nov 2017
Location: -
Posts: 220
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Quote:
Originally Posted by Dtail
My retirement score showed up on my home screen today.
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So does mine. Alas, it says it as current as of January 8 and I have no idea how to get it to update based on changes made to my account since then. Running the tool and editing some of the entries doesn't seem to update it.
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02-28-2018, 05:19 PM
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#20
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2018
Location: Tampa
Posts: 11,298
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Quote:
Originally Posted by Cessna152
So does mine. Alas, it says it as current as of January 8 and I have no idea how to get it to update based on changes made to my account since then. Running the tool and editing some of the entries doesn't seem to update it.
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My score is updated through 02/27. Today's activity typically updates overnight.
Maybe try again...
__________________
TGIM
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