I'm a new potential customer that unfortunately had to cancel my subscription recently. The reason is we do all of our Banking through Fidelity Investments via their Cash Management Accounts. These accounts work like Bank Checking accounts, however, you can make brokerage investments too within the account. It's actually a really awesome way to manage our money. However, when I started to set up my account with Simplifi and added my Fidelity Investments Account, it put the account under "Investments" rather than "Banking". All my standard charges etc. get pulled from this account (Mortgage payment, bills, etc.). But because it is categorized as a "Investment" Account inside of Simplifi, I'm unable to use this account when budgeting and syncing transactions. It really sucks.
My question would be to ask if there is a way the Simplifi software development/Connectivity team could reach out to the Fidelity Investment development/Connectivity team and change their software settings to allow Fidelity Cash Management Accounts to be set up as "Bank Accounts" in the Simplifi Software.
I have to think that there are tens of thousands of Fidelity customers that utilize their Fidelity Cash management accounts as a standard checking/banking account.
Can this be resolved? I'd love to use this software, but because I run all my monthly expenses through my Fidelity Cash Management Account, I'm unable to do so in Simplifi because it only shows it as an "Investment Account".
