lhossus ✭✭✭✭✭

That is how nb.fidelity.com is configured. I. e., this entry in the list of FIs supports only Quicken Connect, and, for investment accounts, Quicken Connect gives you only simple connections. What yo…

For Fidelity HSA accounts: The Financial Institution is: Fidelity Investments Mac The Connection Type is: Direct Connect. (only choice available)

For Fidelity NetBenefits accounts - In Account Settings for the Quicken account, on the Downloads tab, it is Recommended that The Financial Institution is: Fidelity NetBenefits and not some variation…

When I try to open an old .qdfm file it tries to use Quicken Cloud to do so, but it fails. Quicken Support says Quicken Cloud will no longer open Quicken 2007 files so I'm stuck. Conversion of Quicke…

One last suggestion: * Log out of the Merrill Lynch web site, if currently logged in. When using Add Account to connect Merrill Lynch Investment accounts, after selecting Direct Connect (click the Ad…