Adding a fidelity cash management account

Larry27 Quicken Windows Subscription Member ✭✭

June 2024 edited July 2024 in Download, Add/Update Accounts (Windows)

I have tried multiple times to add a fidelity account, but it does not show up on my account list. I am using Quicken Classic Starter Edition. If it is not available with this edition, I would assume it would tell me that.

Help!

Tagged:

• Online Banking
• QWIN - Mobile/Web Sync
• Accounts
• download transactions

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Comments

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  NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

  June 2024

  Starter doesn't support investment accounts. That's one of the intentional limitations.

  You need to contact Q Support (via the link at the top of this page) and upgrade to at least Deluxe.

  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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