Quicken connection types for Fidelity accounts?

gpsabol

I am considering establishing Fidelity accounts, what Quicken connection types are available for Fidelity accounts? Does anyone have any comment on connection capability? Thanks

Quicken Anja

Hello @gpsabol,

Thank you for reaching out with your question!

There are multiple instances of Fidelity listed in our financial institution list. Three of the most commonly used ones are:

• Fidelity - Investments and Retirement Accounts (supports Quicken Connect)
• Fidelity Investments Mac (supports Direct Connect)
• Fidelity NetBenefits (supports Direct Connect)

You also can find more information about Quicken's Connection Types in this support article.

Regarding connection reliability, this can vary based on individual experiences, and since I do not have a Fidelity account myself, I can’t speak to this firsthand. However, I encourage others in the Community who do to share their insights.

Hope this helps!

Quicken Anja

Hello @gpsabol,

Thank you for reaching out with your question!

There are multiple instances of Fidelity listed in our financial institution list. Three of the most commonly used ones are:

• Fidelity - Investments and Retirement Accounts (supports Quicken Connect)
• Fidelity Investments Mac (supports Direct Connect)
• Fidelity NetBenefits (supports Direct Connect)

You also can find more information about Quicken's Connection Types in this support article.

Regarding connection reliability, this can vary based on individual experiences, and since I do not have a Fidelity account myself, I can’t speak to this firsthand. However, I encourage others in the Community who do to share their insights.

Hope this helps!