Unable to add new Fidelity account to Quicken

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Greg37
Greg37 Member

I have a new account with Fidelity for my new 401k. I have successfully added other Fidelity accounts to Quicken in the past (connection method for that account is Direct Connect and I have no issues downloading transactions for that one). Running Quicken Version R51.12, Build 27.1.51.12. I am able to start the add process, pick Fidelity Investments from the financial institution selection page, enter my account into, and click Connect. After that, Quicken reports it is looking up my account information for a couple seconds and then the Add Account dialog just closes. I have already tried signing out and back in to my Quicken account to no avail. My username and password are correct (copy/paste from my password manager). I do not know if this is a generic problem with Quicken or specific to Fidelity; I don't open new accounts terribly often. Any help to my specific scenario here would be greatly appreciated!

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  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    edited August 2023
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    Hello @Greg37,

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue.

    Before I can further assist you, I require some more information. What is your connection method with Fidelity? You can see the connection method by navigating to Tools > Account List. When did you first notice this issue? After a recent update? If so, which update? Are you receiving any error codes or messages?

    I look forward to your response.

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • Greg37
    Greg37 Member
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    Jasmine, thank you for your quick response. I apologize for my slow response. Forgot to check before leaving on holiday. My bad.

    Since adding a new account is such a rare occurrence, I am not sure when it would have started to fail; I only just recently encountered it.

    The connection method is "Direct Connect". There is no error message; the dialog starts to lookup my account info and then it just closes.

  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
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    A 401(k) should be connected to Fidelity NetBenefits, not Fidelity Investments.

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

  • Greg37
    Greg37 Member
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    Thank you Rocket! You're right. Although I logon to just fidelity.com, it's two different systems. Switched to NetBenefits and found my 401k accounts (current a previous employer with a zero balance that I had previously rolled over). Two things:

    1. If it couldn't find another account when I chose Fidelity, Quicken could have said so rather than just mysteriously closing. With other financial institutions (like Chase), Quicken showed me what it found and that it was already connected.
    2. Now that I've connect to my 401k account, it's showing me amounts for the blended fund I'm using plus a Cash value of the same amount, thus doubling my reported balance. I was able to zero out the incorrect cash balance, but that was odd.

    Anyway, my account is now being tracked. Thanks, all!

This discussion has been closed.