This discussion was created from comments split from: I have been attempting to add a fidelity account to quicken and it keeps failing..
Let's not close this, I'm having the same problem.
Slight difference is that I'm a long-time Fidelity customer and I just added a new CMA account. After authentication, I'm presented to check the box for the CMA account but it is not added into Quicken, it is not presented in Quicken to create a new account or match to an existing account.
I disconnected all access to all of my existing Fidelity accounts (seven in total) and when I go to reconnect them only the original six properly connect.
I just created the CMA account today, Saturday. I will check again on Monday and report back.
Hello @grega,
Thank you for reaching out! You mentioned that you just created the account today. It's likely that's the reason you can't yet connect it in your Quicken file. It may take a few business days before the financial institution makes it available for connection with 3rd party apps, like Quicken.
I hope this helps!