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?
Customer support service by UserEcho