How to add Fidelity Investments in Mac version

beth1708

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.

NotACPA

Do you have both an employer sponsored account with Fidelity (NetBenefits)?  AND a retail (personal) account with Fidelity?

Because ALL employer sponsored accounts should be setup as NetBenefits and all retail accounts should be setup as Fidelity Investments.

And, at least on the QWin side (and I believe in QMac) the credentials that you use to login directly into Fidelity (either side) are the same credentials you'd use in Q.

NotACPA

Do you have both an employer sponsored account with Fidelity (NetBenefits)?  AND a retail (personal) account with Fidelity?

Because ALL employer sponsored accounts should be setup as NetBenefits and all retail accounts should be setup as Fidelity Investments.

And, at least on the QWin side (and I believe in QMac) the credentials that you use to login directly into Fidelity (either side) are the same credentials you'd use in Q.

beth1708

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. :-) .

Beth