Online Services taking me to Chase for a Fidelity account.

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LJB
LJB Member ✭✭

I'm trying to connect one of my Fidelity accounts for Online downloading and Quicken takes to to Chase.

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  • Quicken Jasmine
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    Hello @LJB,

    Let’s try a few troubleshooting steps for this issue—these steps should resolve things for you, but if not, please come back and post more about your experience so we can investigate. 

    I do recommend that you first save a backup file prior to performing these steps.

    1. Navigate to Edit
    2. Preferences...
    3. Quicken ID & Cloud accounts
    4. Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
    5. Follow the prompts to Sign Out
    6. Sign back in using your Quicken ID (email) and password

    -Quicken Jasmine

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  • LJB
    LJB Member ✭✭
    edited October 2023
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    Thank you Jasmine.

  • UKR
    UKR SuperUser ✭✭✭✭✭
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    Did that resolve the problem?
    If not, please capture one or more images of the parts of your Quicken window showing the issue, sensitive information blacked out as necessary to protect your privacy but annotated to describe the situation, and attach the image(s) here?
    How do I post a screenshot in the community from windows

    How do I post a screenshot in the community from a mac

    Please save images to files of file type PNG, JPG, or GIF only. They're easier to work with than PDF files.

  • Quicken Jasmine
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    Hello @LJB,

    Please come back to let us know if that assisted you in reaching a resolution.

    -Quicken Jasmine

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This discussion has been closed.