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Need help linking manual CMA account to the online account [Edited]

Dogtired

@rdd

Is it possible to tell how exactly step by step to link the manually created fidelity CMA account to the online account?

I did create a manual account but can figure out how to link it to Fidelity. Should I try it on desktop?

[Edited - Readability]

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Coach Kristina

Hello @Dogtired,

Thank you for reaching out. I'm not @rdd, but I can try to help if you provide more information about where you're getting stuck.

Is this the work around that you're trying to use in your Quicken Simplifi?

https://community.simplifimoney.com/discussion/comment/53570#Comment_53570

It looks like you're successfully authenticating with Fidelity Inv & Retirement. What is happening when you try to link the account? Do you encounter the same issue when using the other connection option?

I look forward to your reply!