Even when I am able to connect to my Fidelity investment account it ignores my connected checking account. I do get my downloads from my Roth IRA account.
Is that checking account set-up, in Q, as a "Linked Checking Account"? I.e., when you do TOOLS, Account List and click EDIT adjacent to the taxable investment account, is "Show Cash in a Checking Account" selected?
And, also at TOOLS, ACCOUNT LIST, what shows in the "Transaction Download", "Last Download" and "Financial Institution" columns adjacent to the checking account?
Hello @cchinckley9,
We haven't heard back from you in a while. Do you still need assistance? If so, could you please provide the answers to @NotACPA's questions?
Check back and let us know! Thank you.
Hello again,
Checking in once more before this thread is closed. Let us know if you still need assistance.
Thank you!
Due to the lack of response, I went ahead and closed this post.
If you still require assistance, please feel free to start a new post.
