Did something change between Quicken for Windows and Quicken for Mac when linking accounts?

Rich_in_HanPA

I'm ditching my Windows PC and living only in AppleLand now. I just got Quicken for Mac (Version 6.6.1 (Build 606.43210.100)) and am setting up my accounts. On Windows, when connecting to a financial institution I always provided the userid and PW I use to logon to their website. That worked fine on the Mac until I got to Fidelity Investments. Instead of a userid and PW Quicken asks me for a customer ID (or my SSN) and a PIN. When I contacted Fidelity to see if this was something new they told me Quicken should be asking for my userid & PW. I don't have any PINs with Fidelity! I've got all my other accounts set up but can't connect to Fidelity Investments (no, not NetBenefits).

Can someone tell me how to get my Fidelity accounts connected to Quicken for Mac?

I'm running macOS Monterey Version 12.0.1 (21A559).

Thanks!

Rich_in_HanPA

Well, color my face red. I was using the wrong userid to connect! Fidelity's website remembers my userid from login to login and just displays ***********abc (where "abc" is the end of my userid) in the userid field. Based on "abc" I though I knew what the userid had to be but I chose the wrong value. I finally discovered the correct value in 1Password for my NetBenefits login. All is well and I can connect my Fidelity accounts to Quicken now. (((blush))) :s

Jon

I see the same thing (customer ID & PIN) when I try to set up a new account using "Fidelity Investments for Mac" as the investment firm (I tried both brokerage & IRA account). This is not what I've been asked for in the past - I have 3 Fidelity accounts and they were all set up with username & password. So it does seem like something is misconfigured somewhere.

Rich_in_HanPA

I tried entering my userid and PW for the customer ID and PIN — it was rejected. "Incorrect Customer ID or Password/PIN" and "Fidelity Investments Mac did not accept your login. Please try again." are the error messages I get.

Rich_in_HanPA

Well, color my face red. I was using the wrong userid to connect! Fidelity's website remembers my userid from login to login and just displays ***********abc (where "abc" is the end of my userid) in the userid field. Based on "abc" I though I knew what the userid had to be but I chose the wrong value. I finally discovered the correct value in 1Password for my NetBenefits login. All is well and I can connect my Fidelity accounts to Quicken now. (((blush))) :s