Not all Fidelity Accounts are downloading

Stephene1219 Member

November 2023 edited December 2023 in Investing (Mac)

I have a brokerage and retirement act and only the brokerage act is found by Quicken

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Answers

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  Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

  November 2023

  Is the retirement account a 401K? If so, I think you need to connect to a different institution than the one used for regular Fidelity accounts. Try connecting to Fidelity NetBenefits or Fidelity 401K.

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