Need help linking manual CMA account to the online account [Edited]

Dogtired
Dogtired Member
edited October 13 in Adding and Updating Accounts

@rdd

Is it possible to tell how exactly step by step to link the manually created fidelity CMA account to the online account?

I did create a manual account but can figure out how to link it to Fidelity. Should I try it on desktop?

[Edited - Readability]

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  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @Dogtired,

    Thank you for reaching out. I'm not @rdd, but I can try to help if you provide more information about where you're getting stuck.

    Is this the work around that you're trying to use in your Quicken Simplifi?

    https://community.simplifimoney.com/discussion/comment/53570#Comment_53570

    It looks like you're successfully authenticating with Fidelity Inv & Retirement. What is happening when you try to link the account? Do you encounter the same issue when using the other connection option?

    Screenshot 2025-09-13 at 3.21.53 PM.png

    I look forward to your reply!

    -Coach Kristina

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