![]() ![]() I give the login ID and account number, the same used in Quicken and the same that Fidelity says I should use, (Note that Fidelity says the accounts do not need to be “activated” in order for Quicken to use online update) and then I click on Next and receive a new screen saying, “Moneydance now has most of the information needed to connect to your financial institution for this account. I go through the Online-Set up Online Banking screens: first highlighting the account in Moneydance with the register showing, then clicking on New Connection, then selecting Fidelity Investments then clicking Next then receiving: Retrieving financial institution profile then seeing a screen showing Account: and the name I gave to the account then I click on Next and am presented with a screen asking for Broker ID and Account Number. ![]() So far I am unable to do online updating of Fidelity Investments investment accounts. I am working with the trial version 2017.6 and I need to know if I will be able to download transactions from accounts with Fidelity Investments as I can currently with Quicken. ![]() I am hoping to switch from Quicken to Moneydance. ![]()
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