Automatic Account Updates


R

rozelle25

In Money Plus one of my checking accounts automatically updates transactions.
I just have to accep them. I have 8 accounts that update daily. All of these
accounts have little lightning bolts next to them. I have since added a
checking account at Fidelity. It is under the same log in as the other
accounts. There is no ligthning bolt and I have to update transactions
manually. I spent about 90 minutes last night trying to navigate Money Help
to no avail. Can someone point me in the right direction?
 
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C

Cal Learner-- MVP

In Money Plus one of my checking accounts automatically updates transactions.
I just have to accep them. I have 8 accounts that update daily. All of these
accounts have little lightning bolts next to them. I have since added a
checking account at Fidelity.
Do you mean Fidelity Investments? If so, those are typically
investment accounts, with the checks being entered into the cash
transactions register for the account.
It is under the same log in as the other
accounts.
Are you saying that you have other non-401k accounts at Fidelity
Investments that do download successfully now? If so, I would look
at the cash transactions register for each of those. If you
currently have no cash transactions register for each of those
investment accounts, that can be addressed.
 

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