Fidelity Investments not appearing in " add account list"

gptmegan

Hello,
I don't see Fidelity Investments listed when I try to add an account. I see other Fidelity options, but not investments. I tried some of the others, but they are going to a different websites (I need www.fidelity.com).
Anyone know a workaround?

Quicken Jared

gptmegan said:

Hello,
I don't see Fidelity Investments listed when I try to add an account. I see other Fidelity options, but not investments. I tried some of the others, but they are going to a different websites (I need www.fidelity.com).
Anyone know a workaround?

Hello @gptmegan,    

I am sorry about this problem with online banking services. Thank you for asking about this here on the Quicken Community. 

Save a backup by going to File > Copy or Backup File... in the upper menu at the top of the screen and then create a 'test' data file by going to the same menu and selecting New Quicken File... Next, choose New Quicken File in the screen that follows, and then click OK. After this, choose a file location on your computer and then click Save. Choose Don't use mobile and web when prompted. 

You may then add your Fidelity-associated accounts by navigating to the Add Account button in the upper left-hand side of the screen, denoted by the '+' symbol. Let us know if you see the same error occurring in the test data file once this is attempted.

I look forward to hearing back from you about this. 

Thank you,

Quicken Jared 

Hank62

I deactivated my Fidelity Investment account. Tried setting it up again. Fidelity Investment is not found in the list. I've been able to add Fidelity Investment in the past.

Quicken Jared

Hank62 said:

I deactivated my Fidelity Investment account. Tried setting it up again. Fidelity Investment is not found in the list. I've been able to add Fidelity Investment in the past.

Hello @Hank62,  

Thank you for speaking with us about this here on the Quicken Community. I am sorry you are experiencing this issue.

Are you noticing this issue repeating itself in a test file? Also, what prompted you to deactivate your Fidelity Investment account?

I look forward to your answers. 

Thank you,

Quicken Jared 

Ps56k2

gptmegan said:  I don't see Fidelity Investments listed when I try to add an account.

What version … Help —> About Quicken

is this a Brokerage, IRA, or 401k type ?

And... you are NOT seeing this - for the Add Account - and both the NetBenefits and Investments show up ?

Hank62

> @"Quicken Jared" I have Quicken Starter version R44.28. When I search for Fidelity Investments it only shows me Fidelity names that are banks, savings, or credit card accounts. There are no best results options provided in the drop down.

Ps56k2

Hank62 said:

> @Quicken Jared I have Quicken Starter version R44.28..

The STARTER version doesn’t support Investments - did you change versions ? 

Hank62

> @Ps56k2 said:
> The STARTER version doesn’t support Investments - did you change versions ? 
Yes I did. That explains it. Thanks

Hank62

> @Hank62 said:
> Yes I did. That explains it. Thanks
>
>