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Re: zzz-Fidelity Updates
I have 2 data files. I added two Fidelity Roth accounts to each on 3/28/2025. They are still using DC. Because of the myriad of issues with the Fidelity connection update to EWC+, I created a new fil…2 -
Re: zzz-Fidelity Updates
Thank you for everyone's responses. The issue we are having is we are still getting generic downloads with no information. The example I attached, all we got was "fees" nothing else. U…2 -
Re: Principal Financial 401(k) shows wrong balance
Hello All, Thank you for continuing to provide updates and feedback. At this time, I don’t have any new information beyond what I’ve previously shared. The escalation ticket for this Principal 401(k)…1 -
Re: Fidelity Migration in Quicken Classic
Thank you for the follow-up, We have not yet been given a solid date when it will be mandatory for everyone, but it appears that some users have already been forced to migrate to Express Web Connect+…1 -
Unable to send error report to Quicken
I just updated to Windows 11, 24H2, and tried to send an error report to Quicken regarding the validation report detail (validation deleted a category, then directed me to look at the category list a…1 -
Re: Fidelity: Fidelity Puritan Capital Gains Long transaction came as Deposit in Quicken
Hello @CaveCreek, Thank you for sharing your experience. Unfortunately, once the transactions have been manually edited, we can no longer verify the issue in the logs. If you run into anymore coming …1 -
Re: Fidelity: Fidelity Puritan Capital Gains Long transaction came as Deposit in Quicken
@CaveCreek This happended to me too. I think this is a bug unique to FPURX (and FBALX, and perhaps a few other Fidelity branded funds) that has been exacerbated by the new EWC+. Unlike other Fidelity…1 -
Re: zzz-Fidelity Updates
Security share prices from OSU do not come from Fidelity or any brokerage. They should be correct, whether DC or EWC+ is used, correct? The prices AAR is talking about are likely for non-public funds…4 -
Fidelity -- old transactions keep getting downloaded again and again and again
In Fidelity brokerage account, old transactions keep getting downloaded again and again. This started happening after new connection update to "express web connect+" Is it a known issue? Is…1 -
Re: What’s Going On Between Fidelity and Quicken?
https://community.quicken.com/discussion/comment/20515294#Comment_20515294 I have never had this issue with downloads from Fidelity until the last month or so. This isn't just days, it's we…1
