How to set up Fidelity Rewards Visa Signature Card

Brooks
Brooks Member ✭✭✭
in Download, Add/Update Accounts (Mac)

Greetings, Apologies for the rookie question but I am confused as to how to set up Login and Connection for my newly acquired Fidelity Rewards Visa Signature Card. I can not find an appropriate selection in "Search for your Financial institution" and the credit card account is not found in my list of Fidelity or Visa accounts. Your thoughts and help are appreciated.

Tagged:

Answers

  • RickO
    RickO Quicken Mac Subscription SuperUser ✭✭✭✭

    Try using Financial Institution "Elan Financial Services".

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • cyberphile
    cyberphile Member ✭✭✭✭

    I think I used to use Elan before Fidelity changed from Direct Connect to EWC+. Now I'm use Fidelity Investments for the credit card. This is on the Windows version of Quicken though.

    image.png image.png
  • Brooks
    Brooks Member ✭✭✭

    That did it TYVM

  • RickO
    RickO Quicken Mac Subscription SuperUser ✭✭✭✭

    Glad it worked. Sometimes the card doesn't show up in the Fidelity Investments accounts list for some reason. Elan seems to be more reliable, at least for me.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • David J. Carlson
    David J. Carlson Member ✭✭

    Using the Fidelity connection you may be a day or two out of sync vs. the latest on Elan. This is only an issue when it is time to reconcile after the monthly statement comes out.

Categories