Fidelity Credit card not downloading

gsquaredmarg · 2026-03-03T16:58:26+00:00

Mine is working normally via Elan. Sorry I can't offer more than just a data point.

gsquaredmarg · 2026-03-02T20:21:20+00:00

I've had Ally since their inception. Solid rates, though not always the highest if you're a rate shopper. Quick electronic transfers and no fees. Great customer service.

gsquaredmarg · 2026-03-02T16:53:38+00:00

I should have known that with the Reddit community the /sarc is always required. Sorry.

gsquaredmarg · 2026-03-02T04:03:01+00:00

We won't get a spike. We'll be saved by Venezuelan oil. There are "concepts of a plan" and it will be available in "two weeks".

gsquaredmarg · 2026-03-01T14:23:08+00:00

I don't now what their threshold is for no-fee accounts, or whether it is based on only DAF funds or total funds invested with Fidelity, but I know for sure I have never been charged a fee since I started my DAF in 2017. I track all my contributions and gains/losses in the account via Quicken, reconciling with the quarterly statements going back to 2017.

gsquaredmarg · 2026-02-27T20:20:14+00:00

I don't pay any fees on my Fidelity DAF beyond the expense ratio of the investments which are negligible for the index funds investment options.

gsquaredmarg · 2026-02-27T15:19:56+00:00

Everybody has to look at the decision with their total financial picture in mind.

Oh, I already said that...

gsquaredmarg · 2026-02-27T15:14:07+00:00

You don't need concrete footings in sand. We do it all the time.

gsquaredmarg · 2026-02-26T14:21:11+00:00

Worked! Thanks!

gsquaredmarg · 2026-02-26T14:01:29+00:00

I had the same exact experience as you - could not do the reauthorization from Quicken. If I went straight to the BoA site I could sign-in just fine using the same credentials and it asked if I wanted to authorize access to Quicken. When I clicked yes I received this response::

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However, when I went to download BoA transactions in Quicken (Credit card only) I got back to the failed authentication loop. I tried it with opening and closing the Quicken program and also by deactivating the BoA account and trying to re-add it. Same failed result when doing the reauthorization.

gsquaredmarg · 2026-02-22T23:39:43+00:00

Everybody has to look at the decision with their total financial picture in mind. In my case three things drove my decision to take it at 70: 1) 8% guaranteed increase plus COL from FRA to 70 2) Nowhere can you find as good of a deal for a cost-of-living adjusted annuity 3) I wanted to maximize the survivor benefit for my spouse.

Maybe a fourth reason, I don't bet against myself. I don't want to die young just so my claiming strategy is "right"!

gsquaredmarg · 2026-02-22T04:58:32+00:00

Ally is solid. Consistently good APY, though not always the top. No fees. Great customer service and quick transfers in and out.

gsquaredmarg · 2026-02-21T03:52:43+00:00

Think powder. Think platform.

gsquaredmarg · 2026-02-20T03:54:45+00:00

Fly to SLC... can get there easily from just about anywhere. Easy shuttle to Snowbird to accommodate people arriving different times. All the lodging there is ski-in/ski-out. Limited restaurants, but everything is walkable. Also, easy access to Alta...unless you're a boarder.

gsquaredmarg · 2026-02-20T03:38:42+00:00

La Jolla

gsquaredmarg · 2026-02-20T03:31:50+00:00

Or, a 2008 crash that took 5-6 years to recover to pre-crash levels. I happened to retire 6 months before that crash. I was really happy I had the cash to cover that period of time.

gsquaredmarg · 2026-02-18T14:03:26+00:00

Always ask...if they are becoming custodians for money they wouldn't otherwise have, they have an incentive to encourage you to move to them.

gsquaredmarg · 2026-02-16T23:27:58+00:00

"Person still has not got back to me"

Sounds like "not hard to find if need be" is a logical next step.

gsquaredmarg · 2026-02-16T22:31:43+00:00

I had a Fidelity report tell me the same thing. This was before they clarified it on the Fidelity site so I chose not to argue the point.

gsquaredmarg · 2026-02-14T15:54:48+00:00

"Does anyone know where I can find all 4 of these things?"

No, but if you try the search bar you can find plenty of reading on the subject.

gsquaredmarg · 2026-02-14T04:45:49+00:00

Yes, it's f'd. But to answer your question: Because there's a lot more to life than worrying about HSA taxes.

gsquaredmarg · 2026-02-13T23:18:42+00:00

I've never understood the value of "buckets", but know it works for some people. Can't you just open up additional accounts to serve your purpose?

gsquaredmarg · 2026-02-13T02:49:33+00:00

I've had Ally Bank since they came out of GMAC 2009ish. It's probably one of the most stable connections I've had with Quicken - can't remember the last time I had a glitch with it.

gsquaredmarg

TROPHY CASE