Issues adding Fidelity Visa (edited)
I am trying to migrate over from Mint.
90% of my spending is via my Fidelity Visa card, so this application is essentially useless to me without the ability to connect to Fidelity. Yes I have seen the notes about the new API access. I am trying to "be patient", but considering this app has a free period and them I am expected to pay for it, if it just does not work with my primary financial provider then it is not worth paying for.
I get the dual login pages. The simplifi "Ass Account" correctly connects to my Fidelity account, I choose the 3 accounts i have to be included, but when it all closes then I get some message about Simplifi having issues accessing my account. The help message takes me back to the same posts about the change from screen scrape to API.
So is this integration working? Or should I just cancel and go try [removed] or one of the other options?
Comments
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@Dave S, thanks for posting!
With the new OAuth API connection, you'll want to be sure to connect all of your Fidelity accounts using the "Fidelity Inv & Retirement" option in Quicken Simplifi — is this what you're using? If you need to link your account(s) when switching the connection, our article here has the steps to do so:
Please let us know how it goes!
-Coach Natalie
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