Fidelity Investments at (edited)

Trying to add Simple IRA from Fidelity Investments.  The URL is However, this URL is not an option in account setup.  Could this be added?
1 votes

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @PEM,

    Thank you for taking the time to post to the Community regarding Fidelity!

    I'm not seeing that specific URL in our system for Fidelity, however, we have some existing Fidelity options that seem to allow our Users to add any of their Fidelity account types to Simplifi. For example, we have "Fidelity Investments", "Fidelity 401k", "Fidelity Netbenefits", etc. I would suggest attempting to add your Fidelity account(s) with some of the existing options to see if they can get you connected.

    Please let me know how it goes! :smiley:

    -Coach Natalie
  • PEM
    PEM Member
    Hello Coach Natalie, 

    Tried all url's associated with fidelity. Still no luck.
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @PEM,

    Thanks for giving the other Fidelity options a try and posting back, although I'm sorry to hear that none of them worked for you!

    I have gone ahead and turned this into an Idea post to request that this specific URL for Fidelity be added to the program so that other Users can add their votes, and our Product Team can review it. Please be sure to add your vote as well! :wink:

    -Coach Natalie

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