Not all fidelity accounts are able to be connected

CZC

I can only see one of my IRA accounts. Traditional IRA shows fine but IRA BDA doesn't even show.

Coach Jon

Hello @CZC,

Thanks for reaching out! To clarify, is your IRA BDA account not showing up in the list of accounts available to add to Quicken Simplifi? Is this account accessed from the same website URL that you use to access your other accounts with Fidelity from? If you can also supply the following information, this would help us greatly:

• Has there been any activity in the account in the last 90 days?
• Is the account considered an external account (i.e. are you redirected to a different website when selecting the account on the bank's website)? If so, what URL are you redirected to?
• Is the account a subtype of a different account?
• Has the bank made any recent changes to its website or sign-in process?
• Are you the owner of the account?
• The name of the account, as it appears on the bank's website.
• If the issue is occurring on an existing Quicken Simplifi account, the name of the account as it appears in Quicken Simplifi.
• A screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.
• A screenshot of the Add Account screen in Quicken Simplifi showing that the account in question is missing at account discovery.

-Coach Jon