Fidelity/Elan Credit Card download 2FA

starpal
starpal Member ✭✭✭

How can I set up downloads from Fidelity Credit Card Elan Financial Services so that I don't need to go through 2FA every time I download?

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @starpal,

    I suggest reaching out directly to Fidelity/Elan or navigating to their website. There may be a setting regarding 3rd party access that needs to be enabled. Please keep in mind that the 2FA and its requirements come directly from the financial instiutution. Quicken does not have access to this information.

    I hope this helps!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    @starpal - It's probable that Elan needs to set their security to trust connections for Quicken made by Intuit (the aggregator). Front-line customer service people usually cannot do this so you might need to ask for someone in their Tech Support team who has knowledge of downloading data and/or security protocols.

    Another option you might want to consider: Switch your connection setup from Elan Financial Services to Fidelity - Investments & Retirement Accounts. This new Fidelity connection does download the Fidelity Rewards Visa credit card and is far more reliable and trouble-free than the Elan connection is. And, maybe it will not prompt you with 2FA requests (I never get prompted for 2FA by Fidelity but i sometimes do by Elan).

    Quicken Classic Premier (US) Subscription: R59.10 on Windows 11

This discussion has been closed.