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Fidelity Investment dropped from Summary Update list om Classic

LakeErieMan

Without any action on my part, my Fidelity Investment account has been dropped from the list of accounts being updated through Summary Update. What do I do?

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Online Banking

Windows

Accounts

One Step Update

Comments

Quicken Carlos

Hi @LakeErieMan,

Thank you for letting us know about the issue you're experiencing.

To better understand what is happening, I have a couple of questions:

After completing a One Step Update, are your Fidelity accounts downloading new transactions?
Are your Fidelity accounts still connected? To check, go to Tools > Account List, click Edit next to the affected account, and then select the Online Services tab.

Your answers will help us better understand the issue and determine the next steps.

I look forward to your reply!

Quicken Carlos

Hi @LakeErieMan,

I just wanted to follow up since I haven’t heard back from you. I’m checking in to see if you still need assistance.

NotACPA

@LakeErieMan A while back, Fidelity (I'm their client also) dropped support for Direct Connect and switched to solely supporting Express Web Connect.

IF you're still showing Direct Connect as the download method … that might be why it's no longer showing.