Fidelity

Tracy Frandsen's Avatar

Tracy Frandsen

10 Jan, 2025 10:19 PM

I was able to download Fidelity transactions until September when their certificate expired. I'm not able to relink. Can you help me?

  1. 1 Posted by Tracy Frandsen on 10 Jan, 2025 10:23 PM

    Tracy Frandsen's Avatar

    It is the Fidelity brokerage account.

  2. 2 Posted by whitedavidp on 10 Jan, 2025 10:26 PM

    whitedavidp's Avatar

    Hello. I am able to connect from MD to Fidelity using DirectConnect (not MD+) daily without problems. Can you be more specific about your setup/problem?

  3. 3 Posted by dtd on 10 Jan, 2025 10:35 PM

    dtd's Avatar

    Tracy - do you mean Fidelity with OFX or Fidelity with MD+?

    If the latter, Fidelity decided to cut ties with most aggregators and push only Akoya (which Fidelity once owned, but spun off)

  4. 4 Posted by Tracy Frandsen on 10 Jan, 2025 10:38 PM

    Tracy Frandsen's Avatar

    MD+
    Tracy M Frandsen
    +1 (801) 380-0168
    [email blocked]

  5. 5 Posted by Tracy Frandsen on 10 Jan, 2025 10:42 PM

    Tracy Frandsen's Avatar

    Tracy M Frandsen
    +1 (801) 380-0168
    [email blocked]

  6. 6 Posted by dtd on 10 Jan, 2025 10:57 PM

    dtd's Avatar

    You won't be able to relink Fidelity to MD+ unless Fidelity reopens that link.

    You can, instead, as whitedavidp says, instead download with OFX.

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