How to Add Incremental, New Accounts to Fidelity for 1Step Update
Using Quicken for Windows 2016. Set it up some months ago and made connection to Fidelity for Brokerage and CMA accounts downloads. Has been working fine and is still working for the initial 7 different fidelity accounts under my single logon. However, since establishing the initial connection, I've opened 3 more accounts that are being managed by an outside investment company, but using Fidelity as the record keeper. They are not being included in the QUicken Update and I can't seem to find a way to add them to the 1 step update process. Any assistance appreciated.
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