Linking brokerage account failed

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Wayne51
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I just tried to link my Fidelity Investments account using the new feature and it failed. I have more than 15 accounts with Fidelity - brokerage, ROTH and traditional IRAs plus UTMA accounts. If and when this works, will each account appear as a separate portfolio? If not, then it won't be of much value to me. In addition six of the account numbers are not owned by me or under my care as a trustee. Can I exclude them? Do you limit the number of accounts from Fidelity?

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SA Kateryna Kovrizhenko
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Hi, please try again letter and let us know, it seems like a temporary issue on the broker side.

As for your questions:
1. We create a separate portfolio for each account.

2. You will be able to remove unwanted Portfolios after sync

3. We do not limit number of accounts from Fidelity

Replies 18
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DividendLarry

I tried it a few days ago and it didn’t work. And, this Feedback Forum thread was started a year ago.

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suzu2020

It's not working for me either with Vanguard.  Bummer.  

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yestobes

Here are a few steps I tried - in case they help:


- deleted all portfolios from SA before anything 

- Logged out, cleared entire cache/cookies from browsers 

- Added all other portfolios I have including my my wife’s (i have a second Fidelity account that added first time - it was only my main personal having trouble)

- Tried again and was successful (attempted in Chrome, Safari, Firefox on desktop)


Likely no help at all but I always try to come at it from different directions just in case.

Good luck everyone - SA support team is great and very responsive so that’s always a good stop too

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DividendLarry

Thanks yestobes, I’ll give it a try and report back.

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gwilson847

Not working for my Fidelity but works for my Schwab. aggravating.

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MCM89
Quote from SA Kateryna Kovrizhenko

Hi, please try again letter and let us know, it seems like a temporary issue on the broker side.

As for your questions:
1. We create a separate portfolio for each account.

2. You will be able to remove unwanted Portfolios after sync

3. We do not limit number of accounts from Fidelity

I'm still having error messages when i try to link my fidelity brokerage account to seeking alpha. When will this issue be resolved?

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Satya Narayana Prasad Komatine

I am not abe to setup portfolio linking Etrade  says smething went wrong even when etrade credentials are right and there is no MFA

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touchups

same problem here with TDamerittade. No response from SA support. It worked once. Never again.