Is anyone able have Fidelity Investments appear to select when adding a new account?

DDeCrescente

I see a lot of dialog in the community that people are using Simplifi to successfully interest with Fidelity Investments. I also see Fidelity is updating to OAUTH. I am not able to even add it as a new account and have worked with the support desk about 8 times over he past 10 months which is a wild goose chase, gets escalated and falls into the abyss of no answers.My apologies for my frustration. Hoping for a different result of some kind. TIA

Coach Jon

Hello @DDeCrescente.

Thanks for reaching out! Sorry to hear about your troubles with Fidelity. We can definitely take a look at what is occuring with this issue for you. From my side, I can see that you currently have Plaid as an aggregator for Quicken Simplifi. What I would like to do is request that we get you added to Intuit for aggregation. To do this, we would need you to supply the following information, please.

• A screenshot of the Fidelity instances you are presented with when trying to add the account
• A screenshot of any error you receive when trying to add the account
• The type of account/s you are trying to add to Quicken Simplifi
• The URL you use when signing into the bank's website

We will also need logs sent to us. The instructions to send these can be found below:

1. Log into the Quicken Simplifi Web App.
2. Select Profile from the left-hand navigation bar.
3. With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
4. Leave all boxes checked, add a brief description of the issue, and then click Send.

Thanks,

Coach Jon

DDeCrescente

This is the most encouraging information I have seen yet from [Quicken], Jon, especially about an alternative to Plaid. Thanks for that. See screenshots below. I have been through this procedure with support no less than 12 times. Is it possible to schedule a call? Note that I excluding use iPhone and IPad, and do not have a PC or Mac.

Thanks for your help!!!!!

• A screenshot of the Fidelity instances you are presented with when trying to add the accoun

• A screenshot of any error you receive when trying to add the account

Login URL
https://nb.fidelity.com/static/mybenefits/netbenefitslogin/#/login

Coach Jon

Hello @DDeCrescente,

Thanks for the reply! It looks like we will still need the type of account/s you are trying to add to Quicken Simplifi. Additionally, it doesn't look like we got the screenshot of the error you are presented with or the Fidelity instances you are presented with.

As for the inquiry about a call, if you would need a call you would have to contact our direct support team. This article explains how to do that. https://help.simplifimoney.com/en/articles/5077917-how-to-contact-support

Thanks,

Coach Jon

DDeCrescente

Jon, below is the result screen when entering Fidelity to add a new account. There is no entry resembling Fidelity Investments. What do you suggest next? Thanks for your help.

Coach Jon

Hello @DDeCrescente,

As stated previously we will also still need the type of account/s you are trying to add to Quicken Simplifi and it doesn't look like we received the screenshot of the error you are presented with.

Thanks,

Coach Jon

DDeCrescente

so my next move is to contact support and arrange a session. Agree? Thanks again

Coach Jon

Hello @DDeCrescente,

If you are wanting a phone call specifically, that would be the avenue you would need to take, yes. Otherwise, you can post the requested information here.

Hope this makes sense!

-Coach Jon