How to add Fidelity Investments in Mac version

I saw this question & tried the suggested fix. I'm trying to add accounts for Fidelity, but it isn't working. I chose Fidelity Investments Mac, put in my web credentials (which the poster on another thread said worked for them), but it isn't working.

I have Fidelity through my work & set it up with Fidelity NetBenefits, which works fine.

Best Answer


  • beth1708
    beth1708 Member ✭✭
    Thank you very much. I went back to look at what I had done & realized that the creds were actually wrong. When I put in the right ones, it works. You have saved the day. :-) .

  • RickO
    RickO SuperUser ✭✭✭✭
    I agree with @NotACPA . My accounts are working fine on Fidelity Investments Mac, Direct Connect with the web credentials. If you have a spouse/partner, make sure you're using the right ones too.

    Are you getting an error message when setting up Fidelity Investments Mac? When you say "it isn't working", exactly what happens?
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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