Fidelity does not update correctly

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:

• Is the account not downloading transactions at all?
• Are transactions missing or only partially downloading?
• Are you seeing duplicates or incorrect categories?
• Is the balance incorrect even though transactions are present?
• Are you receiving any error codes during update?

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.

Thank you!