Linked Fidelity Accounts

Girlcalledfox

I have an equity account with fidelity that is getting categorized as checking for some reason. It’s not that big of a deal other than I would just prefer it be included with investments. Is there a way for me to update this?

UrsulaA

Follow instructions below to change your account type

https://help.simplifimoney.com/en/articles/3453445-how-to-edit-your-bank-account-names-and-types#h_124f3a9397

https://help.simplifimoney.com/en/articles/6060379-what-account-types-are-supported-in-quicken-simplifi

Girlcalledfox

Thank you, I had to follow the instructions for mobile, I didn’t think to look under settings.