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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

   

   It is the Fidelity brokerage account.

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

   

   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?

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

   

   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)

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

   

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

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

   

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

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

   

   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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