Not all Fidelity Accounts are downloading

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Stephene1219
Stephene1219 Member ✭
edited December 2023 in Investing (Mac)

I have a brokerage and retirement act and only the brokerage act is found by Quicken

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  • Jon
    Jon SuperUser, Mac Beta Beta
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    Is the retirement account a 401K? If so, I think you need to connect to a different institution than the one used for regular Fidelity accounts. Try connecting to Fidelity NetBenefits or Fidelity 401K.

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