Quicken doesn't recognize Fidelity Credit Cards.
Nat
Quicken Mac Other Member
Quicken doesn't recognize Fidelity Credit Cards. I am using 2020 Home Business quicken for mac. I know this was a previous issue from 2016 and I am wondering if it has been resolved or if there is there a workaround.
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Best Answer
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@Nat Fidelity is a brokerage firm, NOT a bank. Thus, Fidelity can not issue credit cards, only a bank can issue credit cards.What they CAN do is to be "co-branded" on a card issued by a bank ... Elan Financial in this case ... which is why you need to use Elan's name.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP5
Answers
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My Fidelity Visa downloads transactions fine via Quicken Connect. Use "Elan Financial Services" as the Financial Institution when setting it up for download.2
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@Nat Fidelity is a brokerage firm, NOT a bank. Thus, Fidelity can not issue credit cards, only a bank can issue credit cards.What they CAN do is to be "co-branded" on a card issued by a bank ... Elan Financial in this case ... which is why you need to use Elan's name.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP5 -
thanks! i had to create log in info from Elan Finacial first. then it worked.1
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