Quicken Mac Connection To Fidelity

DougMcCann
DougMcCann Quicken Windows Subscription Member
edited April 19 in Download, Add/Update Accounts (Mac)

When trying to establish a new Direct Connect link to Fidelity, Quicken asks for "Social Security # or Customer ID:". My SSN did not work, and I do not have a Fidelity "Customer ID". My Fidelity User Name did work however. Next Quicken asks for your "Fidelity PIN". I do not have a Fidelity PIN, and I don't think Fidelity offers one. My Fidelity Password did work however. Hopefully Quicken will update this screen to clarify what info really should be entered (i.e. Fidelity username and password).

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Comments

  • tigercat865
    tigercat865 Quicken Mac Subscription Member ✭✭
    https://community.quicken.com/discussion/7945697/quicken-mac-connection-to-fidelity

    Having the same issue

  • rassm
    rassm Quicken Windows Subscription Member ✭✭

    I am having the same Issue. From talking to multiple agents the root cause is that Inuit/Quicked and Fidelity are having a contract dispute. Until the contract is signed, we will not be able to download our data on most platforms .

  • adhnat
    adhnat Quicken Mac Subscription Member

    This ridiculous for quicken to charge a subscription and is unable to connect to major investment accounts (MorganStanley, Fidelity, Equitable, HSA such as Payflex). How did they launch this product without enabling connections to these major financial institutions. Just enabling connection to etrade is not enough for portfolios and investment analysis.

  • kurrahee
    kurrahee Quicken Mac Other Member

    This is a joke, right? I have been trying to login to my Fidelity account for half an hour unsuccessfully and I just found this.

    What a waste of time. Maybe update the UI so customers don't waste time trying to login if the feature is unavailable? Is that too much to ask?

  • tigercat865
    tigercat865 Quicken Mac Subscription Member ✭✭
    https://community.quicken.com/discussion/comment/20421621#Comment_20421621

    When I try to setup my Fideltiy connection, it asks for my customer ID and Fideltiy PIN. I sign into Fideltiy with a username and password.

  • ColoradoUser
    ColoradoUser Quicken Mac Subscription Member ✭✭

    For "Customer ID" I used my username which in my case is my email minus the @wherever.com

    For "PIN" I used my Fidelity.com password

    On Fidelity.com I log in using my full email address and nowhere in my Fidelity portal do I see my "Username", but I do see where I can reset my "Username". I didn't try using my SSN. "Fidelity Investments Mac" is bizarre as "Mac" has to do with using "Quicken Classic Deluxe" on a Macintosh while most institutions don't show an OS flavor when you add them to Quicken.

    So, yes, the prompts are bogus for Fidelity Investments @fidelity.com for Quicken.

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