Fidelity Account via Finicity (Akoya) does not include Transaction history
Per the thread about the Fidelity Investments Account Connection error, opening this issue regarding the Akoya (Finicity) workaround that does not get transaction history.
(https://community.simplifimoney.com/discussion/comment/38784#Comment_38784)
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adding link to original thread
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@djhadams, thanks for reaching out!
To clarify, what type of Fidelity account(s) are you connecting to the new Finicity Akoya option? Did you follow the steps of disconnecting your original accounts in Quicken Simplifi and then linking them to the Akoya option, or did you add the accounts as new on the Akoya option?
Please let us know so we can best assist!
-Coach Natalie
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A pair of 401k’s for my wife and I. Like others mentioned I only see the balance and not the transaction detail which would be nice.
I did follow the steps and kept my existing accounts.
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@djhadams, thanks for the reply!
Did transactions download when you were connected to the Intuit Fidelity option (before the connection broke, that is)? Also, what types of Investment Transactions do you expect to see downloaded in Quicken Simplifi — dividend earnings, buys/sells, etc.? Are the transactions in question cleared on the bank's side, or are they still pending? And are they newer transactions? Do you have regular transactional activity in these accounts on the bank's end?
-Coach Natalie
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Coach Natalie. I see the same issue. No transactions, only balance.
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I’m new to the platform so it had never worked for me in the past. (I joined 2 days after Fidelity stopped working. As to your other question, I would expect to see things like trades, contributions, dividends etc.
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Hey everyone, I inquired to our engineering team about transaction downloads on the Fidelity Akoya Finicity option to see if it's by design or if they want us to escalate cases. I will let everyone know what I find out when I hear back!
-Coach Natalie
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Ok. Please keep us informed as to when the main Fidelity connection is fixed.
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@djhadams, please follow along with our existing topics/Alerts depending on the issue you're experiencing with the Intuit connection to receive updates.
Thanks!
-Coach Natalie
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