Fidelity 401K Showing 0 Balance

David Moody
David Moody Quicken Mac Other Member
edited May 2023 in Registers & Transactions (Mac)

I have multiple Fidelty accounts which sync well through Quicken. I have one account, a 401K, that always shows a zero balance.

Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser, Windows Beta ✭✭✭✭✭

    Is your 401K account set up with Fidelity NetBenefits? 401K plans needs to be connected with that financial institution, not with Fidelity Investments financial institution.

    Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home

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