Transactions in Investment Accounts
J
Jim
In Mint I’m used to seeing x dollars per paycheck get deposited into various retirement accounts.
While these accounts ARE linked to Copilot, it only shows a total for the account, which fluctuates day to day and makes it impossible to verify at a glance the deposit actually took place.
O
Olivia
Merged in a post:
Investment Fees and Charges
J
Julia
I would like to be able to see what advisory or transaction fees are being deducted from my investment/retirement accounts.
O
Olivia
Merged in a post:
RSU (stocks) as Income
P
Prashant
Part of my takehome comp is in the form of stocks (restricted stock units) and I currently maintain it manually. Would like to manage and track it as income.
S
Sarah
Hi Jim, thank you for the feature suggestion! At this time, we only receive balance data from Plaid for investment accounts; however, we would like to add investment transaction data in the future. Thanks!
S
Sarah
Jim: Absolutely - we will let you know when this data is available in Copilot. Thank you!