Rick Mountfield said:
It seems that Quicken is still looking at an old connection but where do I look to correct the problem?
Any new thoughts or solutions would be helpful- thanks.
Since you, and AKmike, have already tried a new Quicken data file it seems unlikely that an old connection is a factor in the problem.
My strong suspicion is that the account type at Fidelity is one not supported by Quicken. Or a bug has been introduced recently that has the same effect. I have no trouble connecting my Net Benefits account to a new datafile so the problem is not universal.
Or it could be that your employer has somehow restricted the net benefits capabilities - You might want to contact customer service for your Net Benefits account.
You could try giving a step-by-step sequence of how you're trying to set up the account. Screenshots will be very helpful. That might help us see where things are going wrong.
Or you can try contacting Quicken support. They can look over your virtual shoulder and see how you're going about the connection setup. In Quicken's menus select Help > Contact Support
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