Adding a fidelity cash management account

Larry27
Larry27 Quicken Windows Subscription Member ✭✭
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!

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  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    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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