I have several accounts with Fidelity
However, when I try and have Quicken (2007 Home and Business R4) connect to Fidelity it only finds the brokerage account and ignores the other two.
What do I do so that Quicken can find the other accounts?
Thanks! Tom
I don't know about the ESPP account; ask Fidelity.
But I think you need to use a different fi name for your 401k account: Fidelity Net Benefits (see your Participating Financial Institutions List, and click "401(k) account access".
Have something to add? Share your thoughts — no account required.
Ask the community — no account required