Open Banking Refresh

Sometime late Saturday, my balance history updated to show the end of day Friday account balances at Fidelity (there was no “activity” to download from Friday). There will be activity in at least accounts today, so hopefully Tuesday morning I will get new account balances and transactions.

I do have 2 different Fidelity groupings and 2 different Elan Financial groupings in my console. I deleted my accounts on the console from my husband’s Fidelity group. After I added my Fidelity login to the console, I only chose to add my 4 personal accounts (because his login is getting the joint accounts that we both see). I went back up to the top of the console under Linked Spreadsheets, did the drop down and linked my 4 accounts to the spreadsheet again.

There is also a discussion going on in the thread here
Tiller announces open banking support for Fidelity

It might be useful to keep all the Fidelity questions in one thread so Tiller Support can help resolve things for everyone.

I hope you get this straightened out soon.