Bank Feed | Fidelity - Support for (LLC) investment accounts
Please allow direct bank feeds with Fidelity. They are one of the largest financial institutions in the world!!
Josh Daniels
shared this idea
Returning to the idea here we appreciate while Xero currently supports feeds for Personal Fidelity bank account types it's not possible to set up a feed for investment account types.
We'd like to track and understand the interest from our community in this. We'll share with everyone here if plans are made.
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Josh Daniels
commented
I still don’t think direct download of Fidelity activity has been delivered. Very surprising to me given how many accounts Fidelity has.
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Ken Conly
commented
Cutting the Wells Fargo cord and moving my bill pay to Fidelity Investments, using a Money Market account. I was shocked to find Fidelity Investments was NOT in account list. I was very close to entering my account information manually but stopped before doing so on just the slightest suspicion I should do a little digging first! I am hear to find any others that might be in the same boat??
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Josh Daniels
commented
Sorry, it won't work with my Fidelity login. Seems like it should but it does not. PLAID integration also doesn't work.
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Joseph Frissora
commented
What happened to the PLAID integration? PLAID works with Fidelity Investments.
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Walt Magnado
commented
Fidelity Investments, please.