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Problems Downloading from Fidelity

This discussion was created from comments split from: Download error for Fidelity 401k.


  • Bdrake100
    Bdrake100 Member ✭✭
    edited April 2019
    I've been having problems with downloads from Fidelity similar to ones described here, and have been unsuccessful in trying to get any direct help from Quicken.

    My brokerage account keeps showing three times what I actually have. Part but not all of the reason is that it keeps including funds I no longer have and the other part may have something to do with the placeholder function.

    My 401(K) shows double the amount I have. That may be in part because my employers moved the old 401(k) to a newly-named 401(k) but every time I try to delete and then restore the account, and instruct Quicken to ignore the old name, the same thing reoccurs.

    Same is true of the brokerage account
  • Quicken Harold
    Quicken Harold Alumni ✭✭✭✭
    Hello Bdrake100. Appreciate your question.

    Are you still having issues connecting to Fidelity? 

    Which version of Quicken for Mac are you using?

    Please let us know so that we can best help you.

    ~ Quicken Harold.
    Quicken Harold
    Community Moderator
This discussion has been closed.