How can I set up my 9th and latest Fidelity account (IRA) for download?

drumelie
drumelie Quicken Windows Subscription Member
edited November 2023 in Download, Add/Update Accounts (Windows)

I am able to log in successfully. But the Add Account box only shows 8 accounts with no scroll bar. And my newest account is not on the list. Pelase help!

Tagged:

Comments

  • drumelie
    drumelie Quicken Windows Subscription Member

    Turns out I had to fund the account before it appeared on the list.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @drumelie,

    Thank you for coming back to update us and share with other users how you were able to add your Fidelity IRA account.

    -Quicken Jasmine

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

This discussion has been closed.

Categories