Quicken and Fidelity accounts

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Subject Author Date Quicken and Fidelity accounts Tom 04-14-2007  Re: Quicken and Fidelity accounts John Pollard 04-14-2007  Re: Quicken and Fidelity accounts Tom 04-14-2007
Posted by Tom on April 14, 2007, 1:10 am Please log in for more thread options I have several accounts with Fidelity * 401k * Individual Brokerage * ESPP 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 Posted by John Pollard on April 14, 2007, 9:34 am Please log in for more thread options Tom wrote: > I have several accounts with Fidelity > * 401k > * Individual Brokerage > * ESPP > > 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? 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". -- John Pollard First initial underscore Last name at mchsi dot com Please reply to newsgroup Posted by Tom on April 14, 2007, 11:12 pm Please log in for more thread options Thanks John! > Tom wrote: >> I have several accounts with Fidelity >> * 401k >> * Individual Brokerage >> * ESPP >> >> 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? > > 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". > > -- > John Pollard > First initial underscore Last name at mchsi dot com > Please reply to newsgroup > Similar Threads Posted Converting Fidelity CVS to QIF or OFX for Quicken 2007 March 5, 2007, 4:01 pm Quicken Downloads From ScotTrade or Fidelity May 17, 2006, 3:26 pm Quicken 2006 with Fidelity as Core Account September 2, 2006, 10:26 am Fidelity Money Market not showing up in Quicken January 4, 2007, 3:00 am Hide accounts in "Manage Accounts" List June 9, 2009, 2:53 pm OL-292-B and Fidelity NetBenefits February 26, 2007, 12:22 pm fidelity - div reinvest September 19, 2007, 11:32 pm 25% off TT from Fidelity Investments January 9, 2009, 5:15 am Fidelity Problem October 1, 2009, 5:00 pm ESPP and RSU at Fidelity February 2, 2010, 6:52 am