Best Of
-
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
This may be a bit off topic but, since misery likes company, maybe you won't be too upset if I post this. I also have a 401K with Fidelity and it, also, recently was switched to EWC+. It is a re…1 -
Re: Fidelity Updates Still Broken after Update
@MannyC What I have done with my HSA account (since it has stopped downloading for several weeks) is use the following: First, make a template backup so you can try out your changes and get everythin…2 -
Re: PNC bank upgrade affecting Quicken downloads?
Hello All, Thank you all for continuing to try and reconnect and providing detailed updates—that's helpful information. I will get this information relayed to the proper channels so they can con…1 -
401 Withdrawals have changed
I have a 401k with Fidelity that I make regular withdrawals from. It appears Fidelity or Quicken has made a change in the way those are handled. Previously, the transaction type was Soldx. Securities…1 -
Fidelity Sales showing as Withdrawls on Quicken Classic Windows (R64.30)
A scheduled sale from a Fidelity 401K account was downloaded as a "Withdrawal" rather than as a "SoldX" transaction as it has in the past (for years). On the Fidelity side, the tr…1 -
Re: Fidelity Updates Still Broken after Update
https://community.quicken.com/discussion/comment/20518511#Comment_20518511 Thanks @Mark Wagner. I suspected that would solve the problem. I will do that eventually after all of the Fidelity issues wi…1 -
Re: PNC bank upgrade affecting Quicken downloads?
https://community.quicken.com/discussion/comment/20520533#Comment_20520533 Update to my prior post of this morning: The attempt set up the DC connection for my PNC accounts in a test file failed. It …1 -
Re: Fidelity transactions not downloading (QWin)
UPDATE ABOUT FIDELITY ACCOUNTS NOT UPDATING. Thanks, Quicken Kristina, for all your help. I'm writing to update the community about what I learned. My Fidelity accounts have not been reliably up…1 -
FZFXX Fidelity Money Market issue
I'm using Quicken Classic for Windows (R64.35) I have read that Quicken developers are working on fixes for other Money Market/Cash Value accounts due to Fidelity changing the way those accounts…1
