Best Of
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New Fidelity Connection Method - Service Unavailable message [Edited]
I am using Quicken Classic Premier for Windows, R64.29. Recently I got a pop-up saying I needed to update the connection to Fidelity. I disconnected by 401k account and went through Setup Download (a…2 -
Re: zzz-Fidelity Updates
https://community.quicken.com/discussion/comment/20514888#Comment_20514888 My advice (my opinion anyway), for @berryjt and anyone else still battling download issues after all this time: Quicken Vers…1 -
Re: zzz-Fidelity Updates
@Bob. In order to get access to Quicken Capital Gains accounting lines, you first have to delete the downloaded Deposit transaction from your register and manually create a completely new account lin…1 -
Re: zzz-Fidelity Updates
Good news! I My non-public NetBenefits 401k Friday prices updated at 8:20am EST today. This is the earliest update I've seen since my switch to EWC+.1 -
Re: zzz-Fidelity Updates
Today is the second day after conversion to the new method for me. I AGAIN got duplicate historical transactions that I had to delete manually, one by one clicking on the dropdown since no keystroke …1 -
Re: Fidelity accounts - I do not see the Cash Representation option
I have the same issue as https://community.quicken.com/profile/emhamiltn but as mentioned only in one of my three Fidelity accounts (Managed IRA). On Tuesday I have a call with scheduled with suppose…1 -
Re: Fidelity accounts - I do not see the Cash Representation option
I also called Quicken Support on this same issue a week ago and it was, unfortunately, a waste of time. The Support Agent just said they were having issues with the Fidelity → Quicken integrations an…1 -
Re: Need a better description of "Action Required" for Fidelity Accounts
When you do HELP, About Quicken, what shows as your "Membership Valid thru" date? Your version is so old that I'm a bit surprised that it can still download. And, re: Fidelity's c…1 -
Re: Creating Helpful Habits
https://community.quicken.com/discussion/comment/20514929#Comment_20514929 @John_in_NC I learned this lesson the hard way with our recent move. Turns out we had a bad habit of "shove it in the g…1 -
Re: can't fix (broken) online payee from Truist (caused during the Truist billpay upgrade 6/25)
yeah, I had tried validate already. but I tried it again. after validate, the same issue remains. 'this combination of payee name and account number already exists…'1
