Will Fidelity Netbenefits ever be able to sync in Quicken

KeithK23
KeithK23 Quicken Windows Subscription Member
edited April 11 in Errors and Troubleshooting (Windows)

As previously posted, Fidelity Netbenefits is unable to be used within Quicken since their "migration". Is this ever going to be fixed?

Unable to log into Fidelity Netbenefits after Migration — Quicken

Answers

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

    Entirely, and solely, Fidelity's choice. Bug them to make this happen.

    Q can't make this happen because it requires changes on Fidelity's end.

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

  • cyberphile
    cyberphile Member ✭✭✭✭
    edited April 11

    It works for me. Choose Fidelity Investments as the Financial institution when adding the account.

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

    @cyberphile So it would seem that you also have other accounts at Fidelity.

    As reported, WAAAY down, in the link in the OP, that doesn't work if you have ONLY NetBenefits.

    Fidelity bug for not presenting it.

    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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