Best Of
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Re: zzz-Fidelity Updates
I want to express my great appreciation for the guidance I've received on this (lengthy) Discussion. I waited until today to make the transition for our accounts. I used the guidance provided by…2 -
Re: Urgent: Escalation re: Unresolved 30+ Day Fidelity Failure (Customer Logs Already Provided)
Based on what I was reading, I was very, very concerned about this Fidelity/Quicken migration from DirectConnect (where Quicken on my PC interacts directly with Fidelity) to EWC+ (where Intuit server…6 -
Re: Is cash handling in a Fidelity brokerage account part of the Fidelity issues I see posted?
Yup. The issue where FZFXX and FDRXX cash sweep accounts are not working correctly apparently is a known issue with Quicken but current information on progress towards a fix has been limited. Fidelit…2 -
Re: Is cash handling in a Fidelity brokerage account part of the Fidelity issues I see posted?
I also am having this problem, I have tried all the suggestions listed here and still having problems. I have two money market accounts in my main account with automatic sales to the core money marke…1 -
Re: Urgent: Escalation re: Unresolved 30+ Day Fidelity Failure (Customer Logs Already Provided)
I am also frustrated with the rollout of the Fidelity Investments EWC+ download process. Found it hard to believe that such a major change was released before comprehensive end-to-end testing. None o…0 -
Re: Urgent: Escalation re: Unresolved 30+ Day Fidelity Failure (Customer Logs Already Provided)
Thank you Viraf for taking the time to write to Mr. Dunn and the Executive team. I seriously hope that it is forwarded onto them and that they keep us informed of the situation and when it will be sa…1 -
Re: What’s Going On Between Fidelity and Quicken?
https://community.quicken.com/discussion/comment/20516014#Comment_20516014 Yes, I understand the Cash Balance that Fidelity shows on the Balance tab. But they also show the shares held on the Positio…3 -
Re: I am trying to connect my merrill lynch 401K with Quicken
Just to hopefully add a bit more detail without more confusion, Merrill Lynch is a wholly owned subsidiary of Bank of America. The benefits.ml.com website is the portal for employer-sponsored benefit…1 -
Re: zzz-Fidelity Updates
https://community.quicken.com/discussion/comment/20515944#Comment_20515944 I've spent hours performing that exercise as well. One tip to avoid 3 mouse clicks per delete, especially if you have a…2 -
Re: zzz-Fidelity Updates
regarding deleting downloaded transactions quickly, mouse over the amount, mouse click pulls down the option to delete, then hit D key. The transaction goes away, the next one moves up in its place, …4
