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

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drumelie
drumelie 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!

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  • drumelie
    drumelie Member ✭
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    Turns out I had to fund the account before it appeared on the list.

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    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.

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