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  1. Bank Feed | Fidelity - Support for (LLC) investment accounts

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    5 comments  ·  Banking & chart of accounts » Bank feeds  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Returning to the idea here we appreciate while Xero currently supports feeds for Personal Fidelity bank account types it's not possible to set up a feed for investment account types.

    We'd like to track and understand the interest from our community in this. We'll share with everyone here if plans are made.

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    Josh Daniels commented  · 

    I still don’t think direct download of Fidelity activity has been delivered. Very surprising to me given how many accounts Fidelity has.

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    Josh Daniels commented  · 

    Sorry, it won't work with my Fidelity login. Seems like it should but it does not. PLAID integration also doesn't work.

    Josh Daniels shared this idea  ·