LWR2
Level 2

Banking

@cmargerpositionwealth I don't know if this applies to you, but as I drill in closer and closer to the many problems, I'm at the point that I have too many (more than 3) different accounts at Fidelity that I link to from QBO.  In my case I have 4 entities in QBO that need to access 5 different accounts at Fidelity. (1:1 for 3 of the entities and 1:2 for the 4th entity.)  Apparently, as of 3/3/2024 a new case was created on this specific issue:  INV-98142. If this issue applies to you, please call support and attach your companies to this new open known issue.