Unable to add new Fidelity Brokerage Account to Quicken

cminarik_1953

I have Quicken Classic Premier for Windows Version R65.29. I have several IRA accounts that I download into quicken from Fidelity Investments. This week, I opened a new Fidelity Brokerage account and tried to add it to Quicken.

I selected Fidelity Investments from the Quicken Add Account dialog…signed on to Fidelity and made sure the new account was selected. Once I confirmed the T's & C's, the dialog returned to Quicken, but the new account did not show up in the list of accounts to connect.

How do I get my new brokerage account setup in Quicken for Direct Connect downloads?

TIA.

NotACPA

Tell us more about that new account at Fidelity. Because if it wasn't offered as a selection, that might be a Fidelity restriction.

cminarik_1953

Just for grins, I tried to add the account again…same steps.

This time it added…don't know why…problem solved.

Thanks.