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cmargerpositionwealth
Level 4

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I don't remember the actual error message i received regarding disconnecting. I do remember getting one while trying to merge the old and new fidelity feeds. This had to do with the fact that the names of both account was the same and i had to change the new one slightly. Once they merged, i was able to change the name to the correct one.I highly recommend that you get a rep to do a screen share so that they can see what's going on. Do that every day or two until you get someone to escalate it. The person i was with ended up getting their tech team on the screen share and they were able to figure things out. That said, I wake up every morning in fear that my Fidelity feed will get lost again. Good luck.

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