Fidelity transaction retrieval

[finmanjim]

Hi Mark,

I am having the same issues with Fidelity. Can you direct me to instructions regarding the import of transactions to FM from a .csv file?

Thanks,

Jim

[Mark]

Hi Jim,

We're working on it, and will post something as soon as we have it.

[finmanjim]

Thanks Mark.

[Mark]

We have made some instructions available for downloading and importing transactions from Fidelity. These instructions are here.

I realize this isn't as functional/convenient as the prior retrieval feature, but until we can get Fidelity to grant us access to their new FDX server this is an alternative. If you have an account with Fidelity please consider contacting them and voicing your support for them giving us access.

[Mark]

An update is available to help with the Fidelity issue. Please see the details I posted in the other forum here.