Linking Fidelity accounts in Personal Capital

Questions on how we spend our money and our time - consumer goods and services, home and vehicle, leisure and recreational activities
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raveon
Posts: 124
Joined: Mon Dec 10, 2007 10:32 pm

Linking Fidelity accounts in Personal Capital

Post by raveon » Mon May 14, 2018 10:53 pm

I am not able to do it. It only shows up a Fidelity credit card but not my borkerage/roth ira/employer 401k. Anyone have similar issues?

mhalley
Posts: 5682
Joined: Tue Nov 20, 2007 6:02 am

Re: Linking Fidelity accounts in Personal Capital

Post by mhalley » Tue May 15, 2018 12:03 am

No problem with my 401k, then no problem when I converted it to an Ira. I have found that pc customer service is very good, if you contact them with the problem they will most likely be able to fix it. Does your 401k use the netbenefits site?

raveon
Posts: 124
Joined: Mon Dec 10, 2007 10:32 pm

Re: Linking Fidelity accounts in Personal Capital

Post by raveon » Tue May 15, 2018 1:29 am

Does your 401k use the netbenefits site?
Yes.

student
Posts: 1886
Joined: Fri Apr 03, 2015 6:58 am

Re: Linking Fidelity accounts in Personal Capital

Post by student » Tue May 15, 2018 6:11 am

Is there any reason that you want to use Personal Capital? My experience is that the guided portfolio summary in Fidelity is very summary to Personal Capital. They can also import account info from other companies.
https://www.fidelity.com/learning-cente ... mary-video
for info.

raveon
Posts: 124
Joined: Mon Dec 10, 2007 10:32 pm

Re: Linking Fidelity accounts in Personal Capital

Post by raveon » Tue May 15, 2018 9:59 am

Main reason is I can also use that to track my monthly expenditures and categories breakdown. I used to use Quicken 2007. After building a new computer, I found out that Quicken has switched to a yearly subscription model. So I'm trying out PC.

I looked around some more. It looks like this is a known issue since March, and not yet resolved. https://support.personalcapital.com/hc/ ... own-Issues

arf1410
Posts: 61
Joined: Wed Feb 07, 2018 1:55 pm

Re: Linking Fidelity accounts in Personal Capital

Post by arf1410 » Tue May 15, 2018 10:57 am

student wrote:
Tue May 15, 2018 6:11 am
Is there any reason that you want to use Personal Capital? My experience is that the guided portfolio summary in Fidelity is very summary to Personal Capital. They can also import account info from other companies.
https://www.fidelity.com/learning-cente ... mary-video
for info.
so I can use the Fidelity site to also view / include in portfolio analysis my non-fidelity 401k account?

student
Posts: 1886
Joined: Fri Apr 03, 2015 6:58 am

Re: Linking Fidelity accounts in Personal Capital

Post by student » Tue May 15, 2018 11:16 am

arf1410 wrote:
Tue May 15, 2018 10:57 am
student wrote:
Tue May 15, 2018 6:11 am
Is there any reason that you want to use Personal Capital? My experience is that the guided portfolio summary in Fidelity is very summary to Personal Capital. They can also import account info from other companies.
https://www.fidelity.com/learning-cente ... mary-video
for info.
so I can use the Fidelity site to also view / include in portfolio analysis my non-fidelity 401k account?
Yes. You can. I believe the back end is Yoodle. See https://www.fidelity.com/cash-managemen ... w/overview

Personally, I am not comfortable with the linking. So I entered them manually and do an update every month. But if you are comfortable with this, this will do the portfolio analysis. It will also do a retirement planning analysis using Monte Carlo simulations on a different tab.

seawolf21
Posts: 194
Joined: Tue Aug 05, 2014 7:33 am

Re: Linking Fidelity accounts in Personal Capital

Post by seawolf21 » Tue May 15, 2018 2:19 pm

raveon wrote:
Tue May 15, 2018 9:59 am
Main reason is I can also use that to track my monthly expenditures and categories breakdown. I used to use Quicken 2007. After building a new computer, I found out that Quicken has switched to a yearly subscription model. So I'm trying out PC.

I looked around some more. It looks like this is a known issue since March, and not yet resolved. https://support.personalcapital.com/hc/ ... own-Issues
For monthly expenditures "eg where your money is going," I would suggest mint (owned by Intuit/Quicken). Personal Capital is more gear towards high level financial goals.

In any case, no problem linking either to Fido accounts including 401(k), and brokerage accounts including IRAs.

arf1410
Posts: 61
Joined: Wed Feb 07, 2018 1:55 pm

Re: Linking Fidelity accounts in Personal Capital

Post by arf1410 » Wed May 16, 2018 12:31 pm

I have linked the accounts, but cannot figure out a way to show asset allocations like Personal Cap does - ie showing % of fixed income, domestic, foreign, etc.

The only AA I can view is % at Fidelity, % at Wells Fargo, ...

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