Unable to add new Fidelity Brokerage Account to Quicken

Question

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.

cminarik_1953 · Answer

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

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

Thanks.

NotACPA · Answer

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