Brokerage account missing transaction on web and mobile apps

MichaelDMcClure

I have a brokerage account with Fidelity that is also a checking account. Everything works correctly on the desktop app, but I found some significant problems on both the mobile and web apps. I noticed my budget totals were different across the platforms. Upon further investigation I noticed that none of the transactions from the brokerage account were being used in the consumed budget. In addition, I have a number of manual bill reminders using the brokerage account. Any reminders that are using the brokerage account are not showing on the web or mobile app.

Even more troubling is none of the transactions in the brokerage account show in the web or mobile app. All it shows are the share balances. The desktop has all the txns, so why are they missing in the mobile/web app.

I would assume this problem existing for anyone that has a checking/brokerage account at Fidelity, Schwab, Vanguard, or other investment firms.

At a minimum I should be able to see and categorize all my txns on the mobile/web app.

This means I have to use the desktop to review those txns and accept my reminders. The challenge is next year I will not have access to my desktop app because I will be mobile (hiking long trails) for 4-6 months. I will only have my cell phone with me. I can wait on the budget until I get back but the reminders and txns reviews are a problem.

Hopefully there is a workaround for this and don't tell me I have to break my Fidelity into 2 (checking and brokerage) accounts. Because I still won't be able to see transfers to/from the brokerage account.

Chris_QPW

The only way this would work is if the Mobile/Web supported investment transactions, which they currently don't.