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Still unable to add Fidelity NetBenefits account

robyn2024

I first reported this problem in Nov. 2025 and it STILL isn't fixed.

I even set up a new Quicken file with no accounts in it and tried to add the Fidelity NetBenefits account as brand new, it still doesn't work.

I can log in fine. I can see and select my accounts. I get the accounts have been authorized successfully message. But when I return to Quicken it says add accounts failed. I have tried multiple times, it doesn't work. See screenshots.

When will these get fixed? It's been 6 months now.

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Comments

NotACPA

What browser are you using? Because, sometimes, temporarily changing to a different browser as your default can remedy this type of issue.

Once setup, Q doesn't care what your browser is … but during setup it does come into play.

Also, have you seen this Alert about NetBenefits since the Fidelity initiated switch in downloads?

https://community.quicken.com/discussion/comment/20552627#Comment_20552627

robyn2024

I tried it using Windows 11, latest Microsoft Edge.

Also tried FireFox and Chrome on another computer.

Same error every browser, both computers.

I don't see my exact issue in the Fidelity problem list.

I wish some one from Quicken would submit my problem. I tried doing it from inside Quicken didn't get a response.

robyn2024

How do I open an official support ticket?

Quicken Laura

Hi @robyn2024,

Thank you for reaching out. I’m sorry to hear you’ve been experiencing issues connecting your Fidelity accounts. After checking your account on our end, I do see a successful connection from yesterday. Could you please confirm whether you are still encountering the issue?

How do I open an official support ticket?

If you would like to open an official support ticket, you can contact Quicken Support directly via phone or chat.

You can find the Quicken Support phone number here: Support Home | Quicken. Phone support is available Monday through Friday, from 5:00 AM PT to 5:00 PM PT.