Fidelity account transferred zero balance
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Night Owl
Quicken Mac Subscription Member ✭✭
I am new to Quicken.... I was able to connect to my Fidelity account, but the balance does not appear in Quicken. I tried reconnecting, but that did not help. Any ideas? I called both Quicken and Fidelity today, but no luck.
0
Answers
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First, what kind of account? IRA, HSA, CMA, brokerage, credit card, Net Benefits?
Second, if it's any kind of investment account, did the investment portfolio download correctly? Because a zero balance might just mean that it didn't get prices for any of your investments, so it thinks everything is worth $0.0 -
It is a 401K from my former employer. Yes, NetBenefits.
No, the portfolio did not download either.0
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