Fidelity Issues.. nb.fidelity.com pulled transactions are very delayed - inaccurate net worth

Eddie0272

I'm also enrolled in Empower and I don't have issues connecting to Fidelity. My transactions match exactly to my accounts in Fidelity website after business hours.

However, Simplifi fails in this regards as we are forced to use the nb.fidelity.com connection which is delayed 24-48hrs and the net worth is always inaccurate.

Are there plans to connect directly to fidelity?

How does Empower connects (a free subscription service) while Simplifi (a paid subscription service) does not?

Coach Natalie

@Eddie0272, thanks for posting!

We recently migrated to the OAuth API connection for Fidelity, so you'll want to connect your Fidelity accounts in Quicken Simplifi using the "Fidelity Inv & Retirement" in order for the accounts to update effectively.

https://help.simplifimoney.com/en/articles/8649018-important-update-fidelity-investments-connection-update

https://help.simplifimoney.com/en/articles/6997452-new-and-improved-way-to-connect-to-your-financial-institution-oauth-api

Please let us know how this works for you!

-Coach Natalie

Eddie0272

Ok, I was using the one with this logo…

I see there is a new one, although connecting to the same nb.fidelity.com URL that looks like this

I just added my accounts to this one and hopefully that fixes my issue.