connecting to Fidelity

Question

Hi,
 I setup my Fidelity 401k a couple weeks ago.  Quicken connected and downloaded the details correctly.  This week I went to sync the information and it first gave me a popup that said nothing was selected and I choose "yes" to go select.  I marked all the accounts, click done and it just sits at the connecting step.  I noticed that the account details do not have a url entered.  Do I need to complete the account details?

Thanks,
 Art

Chris_QPW · Answer

Is the financial institution setup as Fidelity NetBenefits?

Sherlock · Answer

If you import the data for your Fidelity 401k account after you've entered your paycheck, Quicken should have enough information to enable you to reconcile the 401k account.

Agordon8233 · Answer

The account at fidelity gets cash deposited twice a month just after I get paid.  I thought that I could connect through Quicken and get the current account value as well as how many shares were purchased with that deposit.  I see that quicken will show a cash deposit when I enter my paycheck but it doesn't convert that to a purchase.  Which makes sense because it does not know the purchase price or number of shares purchased.