Best Of
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Re: Urgent: Escalation re: Unresolved 30+ Day Fidelity Failure (Customer Logs Already Provided)
Thanks for this detail. I'm going to wait at least until Monday before I do the cut-over. Fortunately my activity with Fidelity isn't as intense as yours — my day to day banking is elsewher…1 -
Re: Fidelity Download Issues After Recent Update [Edited]
My Fidelity contact, after researching the issue for me, insists the problem lies with Quicken. For example, he claims that do not provide duplicate transactions on their feed. So now we have a he sa…1 -
Re: Fidelity new connection issue (Fidelity NetBenefits now gone)
I hit a wall today. I use quicken primarily to enable me to use TurboTax to file in January rather than waiting for Fidelity 1099 forms which takes months. My quicken logged in and did a quick update…1 -
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

