Trouble setting up 2nd Fidelity 401k account

mtbpaula

I have a 401k account through fidelity and downloads transactions just fine. However in trying to set up a second 401k account, it won't direct connect to download transactions, nor will it allow me to enter transactions manually. everything is greyed out. Any suggestions?

Quicken Jasmine

Hello @mtbpaula,

Thank you for contacting the Quicken Community, I am sorry that you are experiencing this issue. 

Before I can further assist you, I require some more information. What is the financial institution that you are trying to connect with? 

f you don’t mind, could you please provide a screenshot of the error that you described? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

I look forward to hearing your response. 

mtbpaula

Thanks Jasmine, its Fidelity

Ps56k2

Are both of these Fidelity accounts using the Fidelity Net Benefits Quicken entry ? 

NotACPA

And, by any chance, is the 2nd 401k account for a spouse who works for the same employer?  Otherwise, why would there be 2 ACCOUNTS rather that just 1 Fidelity account with multiple investments?

mtbpaula

Both 401k accounts are mine, started a new job. One was set up years ago and works fine. I also recently added a fidelity hsa account which also works fine. When I link the new account it get created but won’t bring over transactions or let me enter any

NotACPA

Talk to Fidelity and see if they can combine the old account into the new.  Then it should work properly.  Write back if there are further issues.

mtbpaula

Thanks but I don’t want it combined. I am trying to track two accounts. I don’t understand why it’s not allowing transactions, they are completely separate accounts