Account update

cstuart
cstuart Quicken Windows Subscription Member
edited January 2 in Download, Add/Update Accounts (Windows)

I'm trying to add a Fidelity account, and after I'm signed into Fidelity, I am not getting any accounts to add.

[Edited - Readability]

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @cstuart,

    Thank you for letting us know you're seeing this issue. To clarify, are you encountering the issue with no accounts being listed on Fidelity's website, or in Quicken, after you complete the authorization on Fidelity's website? What kind of account are you trying to add (brokerage, 401k, crypto, etc.)? Is it a shared account? Is this an account that was previously connected in your Quicken file, or are you trying to add it to your Quicken file?

    I look forward to your reply!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @cstuart,

    I haven't seen any response from you. Do you still require assistance?

    Thank you!

    Quicken Kristina

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