Moneydance+ Plaid and Fidelity Investments .

Shopdog31's Avatar


12 Feb, 2024 07:56 PM

Is it possible to connect to Fidelity Investments? There appears to be a handful of "Fidelity" entries but none of them appear to be the correct one. ie:


  1. 1 Posted by dwg on 12 Feb, 2024 10:38 PM

    dwg's Avatar

    You will need to use Direct Connect with Fidelity.

    Fidelity are plying hardball so are demanding that all aggregators go through their preferred aggregator, that they just happen to have an ownership stake in and to pay for the privilege, so Moneydance+ will not work as some aggregators are unwilling to enter into an agreement with them.

  2. Shopdog31 closed this discussion on 03 Mar, 2024 01:24 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac