Fidelity 401K Showing 0 Balance

David Moody Quicken Mac Other Member

April 2023 edited May 2023 in Registers & Transactions (Mac)

I have multiple Fidelty accounts which sync well through Quicken. I have one account, a 401K, that always shows a zero balance.

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Answers

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  Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

  April 2023

  Is your 401K account set up with Fidelity NetBenefits? 401K plans needs to be connected with that financial institution, not with Fidelity Investments financial institution.

  Quicken Classic Premier (US) Subscription: R65.17 on Windows 11 Home

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