Best Of
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Re: What’s Going On Between Fidelity and Quicken?
I still cannot, consistently, download Fidelity transactions. I spent well over an hour with a Quicken representative and this is what we did. He had me unauthorized all of my Fidelity accounts. For …2 -
Re: incorrect balances for Fidelity accounts
I'm also running into this issue. It started happening recently after the Fidelity connection changed. Are there any workarounds for this issue? This is severely affecting our ability to use Qui…1 -
Re: incorrect balances for Fidelity accounts
I am having the same issue. I updated my Fidelity connection today (Quicken forced me to) and both 401(k) accounts show the wrong balance. One of them is a zeroed out account, since all the money was…1 -
Re: incorrect balances for Fidelity accounts
I am seeing the same behavior and when you fix it via the reconcile feature - this is only a temporary fix. the next time there is a cash transaction to a mutual fund, the issue comes back. Please fi…1 -
Re: zzz-Fidelity Updates
https://community.quicken.com/discussion/comment/20515358#Comment_20515358 I got an OL-297-A error this morning with the DC connection. The corrective procedure described at https://www.quicken.com/s…1 -
Re: zzz-Fidelity Updates
@leishirsute You're very lucky. I tried the procedure. zzz-Fidelity Investments-DC acts like it's downloading transactions (it says "Complete") but isn't actually doing it. A…2 -
Re: Unable to send error report to Quicken
@Quicken Kristina No VPN. I don't send a lot of errors, so I don't know if it just started after the Windows upgrade - I had to update to Windows 11 due to Microsoft's stuff. There are…1 -
Re: Reports pop-up reverted to initial size [Edited]
Hello All, Thank you for taking the time to visit the Community to report this issue, though we apologize that you are experiencing this. I was able to replicate this issue and forwarded it to the pr…1 -
Re: Reports pop-up reverted to initial size [Edited]
OK, I see what you mean (on my Mac that's set to only work in Full Screen mode which I never use). It looks like it remembers the size of the first tab the last time that tab was active. So you …1 -
Fidelity Download Issues After Recent Update [Edited]
I have been using quicken over 20 years , in business and personally. I am currently on Quicken premier classic for my personal financial affairs , which worked well with downloading data from Fideli…12
