Fidelity Investments

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RGA
RGA Member ✭
edited June 2023 in Download, Add/Update Accounts (Windows)
Does anyone have details on how to connect to Fidelity Investments to download?

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  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
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    Fidelity isn't any different than any other institution to set up. See

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    NOTE that there's Fidelity Investments and Fidelity NetBenefits ... and they need to be set up independently in Q, depending upon which (or both) actually hold your accounts.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • bob5710@gmail.com
    bob5710@gmail.com Member ✭
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    Why are Fidelity MM Funds FDRXX and FZFXX not recognized in Quicken

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    Elaborate upon "not recognized" … because FDRXX is my main checking acct and I download into it every day

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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