Fidelity Investments

RGA
RGA Member ✭
edited June 27 in Download, Add/Update Accounts (Windows)
Does anyone have details on how to connect to Fidelity Investments to download?

Answers

  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    Fidelity isn't any different than any other institution to set up. See

    Quicken user since version 2 for DOS, now using QWin Premier Subscription (US) on Win10 Pro.
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    NOTE that there's Fidelity Investments and Fidelity NetBenefits ... and they need to be set up independently in Q, depending upon which (or both) actually hold your accounts.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • bob5710@gmail.com
    [email protected] Member ✭

    Why are Fidelity MM Funds FDRXX and FZFXX not recognized in Quicken

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭

    Elaborate upon "not recognized" … because FDRXX is my main checking acct and I download into it every day

    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
This discussion has been closed.

Categories