HOW TO CONNECT FIDELITY TO ROCKETMONEY (2024) FULL GUIDE…(read more)

LEARN MORE ABOUT: IRA Accounts

CONVERT IRA TO GOLD: Gold IRA Account

CONVERT IRA TO SILVER: Silver IRA Account

REVEALED: Best Gold Backed IRA

Fidelity Investments is a well-known financial services company that offers a wide range of products and services, including investment management, retirement planning, and brokerage services. RocketMoney is a popular budgeting and personal finance app that helps users track their spending, set financial goals, and manage their money more effectively. If you’re looking to connect your Fidelity account to RocketMoney to streamline your financial management, then this guide will walk you through the process step by step.

Step 1: Create a RocketMoney Account
Before you can connect your Fidelity account to RocketMoney, you’ll need to create a RocketMoney account. You can do this by downloading the RocketMoney app from the App Store or Google Play Store and following the prompts to set up your account. Once your account is set up, you’ll be ready to connect your Fidelity account.

Step 2: Link Your Fidelity Account to RocketMoney
To link your Fidelity account to RocketMoney, follow these steps:

1. Open the RocketMoney app on your smartphone or tablet.
2. Tap on the ‘Accounts’ tab at the bottom of the screen.
3. Select ‘Link an Account’ and search for Fidelity in the list of available options.
4. Enter your Fidelity username and password when prompted. You may also need to enter additional security information to verify your identity.
5. Once you’ve successfully entered your login credentials, RocketMoney will link to your Fidelity account and display your account information within the app.

Step 3: Customize Your Settings
Once your Fidelity account is connected to RocketMoney, you can customize your settings to personalize your financial management experience. You can set up budgeting categories, create financial goals, and track your spending patterns to help you better manage your money.

Step 4: Monitor Your Accounts
Now that your Fidelity account is linked to RocketMoney, you can easily monitor your account balances, track your investments, and stay on top of your financial goals. RocketMoney will automatically update your account information to provide you with real-time insights into your financial health.

In conclusion, connecting your Fidelity account to RocketMoney is a simple and convenient way to streamline your financial management and stay on top of your finances. By following the steps outlined in this guide, you can easily link your accounts and start managing your money more effectively. So why wait? Start connecting your Fidelity account to RocketMoney today and take control of your financial future.