Fidelity: Download more than 90 days?

New to Quicken (Mac) here...I connected my Fidelity NetBenefits account but it only imported the last 90 days. Is it possible to import...years worth?

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    I don't think so. At least not easily. On the Fidelity website*, you can only download transitions in CSV spreadsheet format. Quicken does not import such files. There are CSV to QFX converters out there, but they are not always reliable and are definitely not supported. 

    *this is for regular Fidelity accounts. I'm assuming NetBenefits is the same.
    Quicken Mac Subscription; Quicken Mac user since the early 90s