One of my Fidelity accounts does not update correctly. All of the other are OK. Why?
Hello again,
Due to the lack of response, I went ahead and closed this post.
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Thank you!
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Hello @John Hale,
Thanks for reaching out. We’ll need a bit more detail to help narrow this down. When you say the Fidelity account “does not update correctly,” can you clarify what you’re seeing specifically? For example:
It would also be very helpful if you could share screenshots of what you’re seeing in the account register and any error messages during One Step Update (if applicable). If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.
Since your other Fidelity accounts are updating correctly, this may be specific to that one account connection or mapping, so the more detail you can provide, the better we can isolate the issue.
