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Moneydance+ Plaid and Fidelity Investments .

Shopdog31's Avatar

Shopdog31

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: www.fidelity.com

Thoughts?

  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.

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