Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

Not Seeing All Fidelity 401K Accounts

Good Morning, Good Afternoon and Good Evening,

I'm VERY new to Quicken, this is my first post so please be kind! ;-)

I'm trying to add my current 401K account. When I go to the Fidelity website, I see 2 old accounts (we'll call them "Company A" and "Company B") and current account ("Company C"). As far as I know there is nothing in the Company A or B accounts. Only Company C. However, when I tell Quicken to add the account - it only sees "Company A". The other 2 (and importantly, "Company C" don't show up. Can anyone tell me how to fix this? Note: As far as I know, all 3 companies are 401K accounts. For sure, "Company C" is. Any hints, tips, suggestions, etc.; are greatly appreciated! Many thanks!!

Best Answer

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Accepted Answer
    @Kudzu Kid  Do you have the Financial Institution listed as "Fidelity Investments", or "Fidelity NetBenefits".  I believe that 401k accounts are at NetBenefits.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP

Answers

  • Craig20155
    Craig20155 Member ✭✭
    Have you tried going into the Fidelity account , into transaction history and downloading as a QIF ? when quicken detects the opening of download file it will open a dialog box where you can "create new Account". this may be an easier route.
    Using Quicken since 1996
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Accepted Answer
    @Kudzu Kid  Do you have the Financial Institution listed as "Fidelity Investments", or "Fidelity NetBenefits".  I believe that 401k accounts are at NetBenefits.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
Sign In or Register to comment.