How can I "unlink" my Fidelity account(s) from Quicken.

I've searched help and can't find any info on how to detach direct connect.

Best Answer

  • JCW212
    JCW212 Member
    Accepted Answer
    Thanks for your help.  I called Fidelity.  Problem solved.

Answers

  • Greg_the_Geek
    Greg_the_Geek SuperUser, Windows Beta ✭✭✭✭✭
    You can disable online services.
    Quicken Subscription HBRP - Windows 10
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    -- Select the account then click the gear at the top right and select Edit account details (or Tools > Account list and click on Edit next to the account name)

    -- Select the Online services tab and click on Deactivate.
    QWin Premier subscription
  • JCW212
    JCW212 Member
    Thanks - I followed steps to "deactivate" but I can't "ok" the transaction.  Just get flashing circle and can't exit the page.
  • Greg_the_Geek
    Greg_the_Geek SuperUser, Windows Beta ✭✭✭✭✭
    Can you post more details about what you're trying to accomplish? Maybe post a screenshot.
    Quicken Subscription HBRP - Windows 10
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Restart your computer and make sure you have an internet connection, then try again.
    QWin Premier subscription
  • JCW212
    JCW212 Member
    I'm assuming you can see this screen shot. 
  • JCW212
    JCW212 Member
    Accepted Answer
    Thanks for your help.  I called Fidelity.  Problem solved.
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