I want to add a new account at Fidelity I just opened. I'm directed to the Fidelity website to approve sharing the information for the new account which I do. When I return to Quicken only the previous account is shown but not the new one.
Are all accounts at Fidelity INVESTMENTS? Fidelity NetBenefits has a different FI name in Q.
What type of account are you trying to add? Is it currently showing at Fidelity's website?
Have you tried doing TOOLS, Account List … and then clicking "Show Hidden Accounts", in the lower left corner of the dialog, to see if the account somehow got hidden?
@agninboston,
Just checking in, as we haven't heard back from you in a while.
Do you still need assistance?
Thank you!
Hello again,
Checking in once more before this thread is closed.
Let us know if you still need assistance.
Due to the lack of a response, I went ahead and closed this post.
If you still require assistance, please feel free to start a new post.
