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Additionally, you can access your workplace accounts through Fidelity.com if you have a retail brokerage account. To do this, log in to your retail account and click your retirement account on the left side of your Portfolio page. You'll see a link in the top right-hand corner of the Summary page that says "NetBenefits," which will redirect you ...
Recently, my 401k account was moved to Fidelity by my previous employer. So when I log on to my Fidelity account, my previous accounts and my 401k accounts all show up. But when I try to add the 401k account through Quicken, my Fidelity login credentials do not show the 401k account as available.
My employee 401k is through Fidelity. I don't like our investment options, so I sought out a more self directed approach. Found out we have Brokerage Link, so I signed up and now have a $0 Brokerage Link balance, and I can't figure out how to fund it. Can I have my payroll deduction go directly into the Brokerage Link Account? Can I transfer funds from my 401k into the Brokerage Link? Are they ...
I have a quicken file with two dozen accounts, including two Fidelity NetBenefits 403b/401a accounts from Fidelity NetBenefits/401k.com.
I got my Fidelity brokerage account accidentally due to my employer putting my 401k/Roth into "NetBenefits" which is Fidelity. At least when I login, NetBenefits is where I can select how much % of my pay goes into Retirement. Fidelity is where I can buy stocks, track the balance of Retirement, etc. true.
Using this new account I was able to connect to Fidelity Netbenefits and download my transactions. The Tech didn't know what was wrong with my original windows account why I couldn't connect to Fidelity.
Fidelity is not a bank, so they need to use a bank (JPMorgan) to receive money via wire. So your 401k wires the money to JPMorgan, then JPMorgan sends the money to Fidelity, then Fidelity places the money in your Fidelity IRA. If you aren't certain you have the right info for the wire, it may be better to do a rollover check. Dealing with a misrouted wire is a nightmare, so a check despite ...
Today after connecting and downloading transactions I received a msg that Fidelity was changing their connection with Quicken and a new connection needed to be updated.
I have multiple accounts with Fidelity including 401k, brokerage, money market and Roth IRA and I use 1 login to manage all of them.
Fidelity NetBenefits/Quicken downloads have worked flawlessly for 10+ years that we've been using them. This is a recent issue and very annoying. Quicken Support Ticket #: 10461268 (logged on 9/11/2023) BarryMo Quicken Windows Subscription Member . September 2023 edited September 2023.