tenant13
Full time employment: Posting here.
I just have 2 questions about Spending tab: are you seeing your credit cards accounts under the Spending tab? And do you have issues with adding Amex?
Hahahahahaha.
It’s a mess. I left it long ago.
Well, it's not perfect - nothing is - but I don't use Personal Capital anymore (or Empower as it's known now) so I'm trying to get this to work. It mostly does.
Hahahahahaha.
It’s a mess. I left it long ago.
The only thing I don't use there is data from TreasuryDirect as I have another way to keep track of it that's easier.
I use Personal Capital for asset tracking.
And Mint for expense tracking.
Maybe just use Full View for asset tracking?
There was a whole thread on the Fidelity forum about the issues related to it. I am surprised Fidelity continues to support it.
Where is this Fidelity Forum? The only forum I know of is the "Greenline Forum" which over the years, has only been for Fidelity marketeers solicting confirmation of how wonderful they are.
I just have 2 questions about Spending tab: are you seeing your credit cards accounts under the Spending tab? And do you have issues with adding Amex?
That’s not it. There is a Fidelity investment forum similar to this forum. I think they have 100k plus users. Good group. You have to qualify to join. Check your summary page for a link to apply. See graphics attached.
I looked, but guess I don't qualify. Sounds like you have to be a active trader to get an invitation. I couldn't find a Boring Mutual Fund forum.
That’s not it. There is a Fidelity investment forum similar to this forum. I think they have 100k plus users. Good group. You have to qualify to join. Check your summary page for a link to apply. See graphics attached.
Interesting. There's no mention of that on my home page, and searching for "fidelity investor community" finds nothing.
When they thumbed their nose at me a few years ago over TurboTax, telling me that my 30+ year relationship with them "was insufficient", I moved half of my accounts out to Schwab for a nice bonus. Time to check with my Schwab rep again.
Schwab gave me a bonus big enough to pay for TT every year for maybe 50 years.
Some new reps in the local Fidelity office invited me in awhile back, claiming to want to grow relationships with self-directed people like me. They fell all over themselves apologizing for TT and trying to lure my assets back from Schwab. I haven't heard from them in maybe a year. Maybe I'll ping them about this and say "hey guys, it's happening again".
Maybe the move to Schwab didn’t help.Fidelity Viewpoints Market Sense Midyear Outlook
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