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

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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

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Wayne51

Nope.

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SA Kateryna Kovrizhenko

I'm sorry to hear that, could you please try again and tell us which error do you see this time.

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Wayne51

Same story as my first attempt. Here are the images I saw after I entered my USERID and password. The first image should actually be number 2. The first image was the one where I entered the six-digit number to begin the process.

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Frank Wang

I got the same error.

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Acc517

I've tried so many times and trying to link both Fidelity and Charles Schwab account, but I got the error message like "connectivity issue". Also, for brokerage linked before, there are missing certain accounts, in other word, certain accounts in my Fidelity were not showing in Seeking Alpha.

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Guy Nonplussed

Yes, me too. The linkage to Fidelity through Plaid works fine for TipRanks, but not for SA.  At present (April 25, 2021) the error is "We were unable to link your account. Fidelity may be unavailable during [certain hours]" but I'm not in those hours, and have tried on many other days, off and on for months. I would be linking 10 accounts. 

I have successfully linked SA to accounts at Vanguard and TD Ameritrade.

This may still be an issue with Fidelity throttling requests.

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yestobes

I cannot add my Fidelity Brokerage account. I've tried 50 times over the last week - error below. Anyone have any advice for me? 


Fidelity was linked fine previously - deleted it to update it as holdings that I'd sold were still being kept in the Seeking Alpha platform.


Thanks in advance for any assistance :)

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DividendLarry

Basically, the problem is with Plaid’s integration program. This “feature” should not have been offered if it does not work, or it should have been offered as a Beta version only until thoroughly tested and working properly.

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yestobes

Thanks DL! Chatted with SA and they fixed it in a few days so we are all set now