How do I set up downloads for Fidelity connected checking account

cchinckley9
cchinckley9 Quicken Windows Subscription Member ✭✭
in Download, Add/Update Accounts (Windows)

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.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    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?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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