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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Not Seeing All Fidelity 401K Accounts
Kudzu Kid
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!!
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NotACPA
@Kudzu Kid
Do you have the Financial Institution listed as "Fidelity Investments", or "Fidelity NetBenefits". I believe that 401k accounts are at NetBenefits.
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Craig20155
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.
NotACPA
@Kudzu Kid
Do you have the Financial Institution listed as "Fidelity Investments", or "Fidelity NetBenefits". I believe that 401k accounts are at NetBenefits.
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