robert W said:
For those of you saying that your accounts are set up as "direct connect", please read. The bug is that although all Fidelity accounts may say they are set up for "Direct Connect" in the "Online Services" tab, at least one will not display the "customer ID" under the "General" tab. The user ID is necessary for Fidelity's Direct Connection to work. If you move the cursor over the "?" next to the blank customer ID field, you will get a pop-up telling you there is no ID because the connection method is EWC+. If you deactivate the accounts that don't have the user ID, the others will work with Direct Connect. Quicken needs to let us know how to clear the EWC+ issue with affected accounts, so we can input the customer ID and reconnect using Direct Connect.