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How do I add Fidelity Investments

I am not able to find fidelity investments when trying to add an account

Best Answer

  • Ray H
    Ray H Member ✭✭
    Accepted Answer
    Thanks Rick. That’s what I tried first, but it didn’t like my credentials or Fidelity wasn’t allowing it, maybe because it didn’t recognize the Mac. I logged into Fidelity after that so the credentials work.
    I’ll look around on the Fidelity website. I appreciate the quick reply.

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    If you start typing "fidelity" in the search box, you should see Fidelity Investments Mac in the list. If not, click the "My bank is not in the list" link at the bottom, then Update List.  If you still don't see it, contact Quicken Support.



    Use your Fidelity website credentials to connect.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Ray H
    Ray H Member ✭✭
    Accepted Answer
    Thanks Rick. That’s what I tried first, but it didn’t like my credentials or Fidelity wasn’t allowing it, maybe because it didn’t recognize the Mac. I logged into Fidelity after that so the credentials work.
    I’ll look around on the Fidelity website. I appreciate the quick reply.
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