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Personal Finance (Not Investing) • Fidelity as a one stop shop

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I have observed that Fidelity shares $0 transactional information that I don’t recall seeing with others (Schwab, Ally). For example, today I linked my Fidelity CMA Debit Card to my Venmo account (largely because I received an email from Venmo offering at 15% rebate for Apple Pay Venmo Debit Card transactions and I would need a way to quickly transfer cash to my Venmo account). A little later when I looked at the Activity for the CMA, there was a “ DEBIT CARD PURCHASE (Cash)” for __ listed as processing. I recall seeing something similar in the past when I linked Treasury Direct to Fidelity. I like seeing this.
I’ve noticed this for ACH prenotes as well. If you set up a new employer direct deposit or biller pull payment and they send through a verification, this may show up as a $0 line item.

Statistics: Posted by BoglesBeagle — Sat Jun 15, 2024 2:27 am — Replies 6719 — Views 1294561



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