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Posted by Ramesh Pun on May 12, 2006, 2:57 pm
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> Ramesh Pun wrote:
>> Hi,
>>
>> I am trying to add my 401k netbenefits (fidelity) account to quicken
>> 2005, however it is not able to download the transactions.
>> The quicken help page suggests the following:
>> Click the Summary tab if it is not already open. In the Account
>> Attributes section, click Convert to a 401(k) or IRA? When you are
>> prompted, specify that you want to convert this account to a 401(k), and
>> then follow the on-screen instructions.
>>
>> However, I do not see the " Convert to a 401(k) or IRA? " option at all.
>> What am I missing? I am using Quicken 2005 basic, and read on their
>> forums that one user had been given that as the reason. If anyone has
>> been able to succcessful in adding and downloading netbenefits into
>> quicken basic, and can share that information, it would be highly
>> appreciated.
>>
>> Thanks.
>
> I was able to do my Fidelity Netbenefits (before I moved it to an IRA at
> Vanguard) with no problems but I could only do one Netbenefit account.
>
> How many Netbenefit accounts are you trying to access with Quicken 2005?
>
> My wife and I both had Netbenefit accounts and Quicken 2005 Premier would
> only allow one account to update. I would assume that Basic would not work
> any differently. At the time Fidelity said it was a Quicken problem and
> the Fidelity rep said he thought Intuit was working on it.
>
> When you tried the download did you get any sort of error message?
>
> Hope this helps
> Marty
Its only one account. The error message I get when I try to download is:
OL-226-A
The solution listed tells me to use the "Convert to a 401k or IRA?" option,
but I dont see that at all.
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