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Quicken Classic for Windows
Investing (Windows)
Fidelity Download 24 months of transactions
f_stopblues
It seems like there is an option to download 24 months of transaction/investing data from Fidelity, but the default is 90 days. Is there a way to download 24 months of data from Fidelity? I am open to downloading a QFX/QIF file, and uploading to Quicken if I have to
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Accepted answers
Quicken_Tyka
Hello
@f_stopblues
Thank you for taking the time to visit the Community to post your question.
Before attempting these steps, please hold down Ctrl+B to save a back up of the data file.
If you haven't yet, please go to the Tools menu in Quicken and select "Online Center" from close to the bottom of the menu.
In the window that opens, change the Financial Institution drop-down box to Fidelity and then hold down the Ctrl key on your keyboard and keep holding down Ctrl while clicking on the "Contact Info" tab at the very top.
After holding the Ctrl key and clicking "Contact Info" this screen should appear, choose the Fidelity account in the dropdown menu.
Check "Statement Download" and choose "Refresh" this will download a statement one month at a time, so this will need to be repeated for other months.
Please let us know how it goes!
-Quicken Tyka
All comments
Quicken_Tyka
Hello
@f_stopblues
Thank you for taking the time to visit the Community to post your question.
Before attempting these steps, please hold down Ctrl+B to save a back up of the data file.
If you haven't yet, please go to the Tools menu in Quicken and select "Online Center" from close to the bottom of the menu.
In the window that opens, change the Financial Institution drop-down box to Fidelity and then hold down the Ctrl key on your keyboard and keep holding down Ctrl while clicking on the "Contact Info" tab at the very top.
After holding the Ctrl key and clicking "Contact Info" this screen should appear, choose the Fidelity account in the dropdown menu.
Check "Statement Download" and choose "Refresh" this will download a statement one month at a time, so this will need to be repeated for other months.
Please let us know how it goes!
-Quicken Tyka
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