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How do I download more than 3 days worth of transactions...

I had to close my Fidelity brokerage account ( due to wrong tax ID # ) and reopen the same with a new tax ID number, now when downloading my transactions to my "new" account , I can only download 3 days worth of transactions.
How can I download more transactions ?
Thanks

Best Answer

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Accepted Answer
    This is going to be a rather "nasty" problem.  Fidelity doesn't support downloading transactions using Web Connect/QFX files.  So even if you can view the closed accounts about the only way you can download that information is in CSV or PDF format (and PDF is only really good for manual entry).

    And even CSV to QIF is quite difficult.  Depending on the number of transactions manual entry might be the best way.  If you want to try CSV to QIF you can do it with my program, but like I said it isn't easy since there isn't any standard on the format of the CSV columns or the "action names".
    http://www.quicknperlwiz.com/
    Signature:
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    This is my website: http://www.quicknperlwiz.com/

Answers

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi @Herman,

    Usually it is the financial institution that controls how much data that Quicken users can download and that length of time is typically 90 days. 

    Did you "close" and then "reopen" the account within the last few days?  If so, it seems likely that the reason your downloads are limited is because they actually "closed" the old account.  If that is the case, there may be an alternative way to download the data.  Can you access the "old" account and view the transactions that you want to download via Fidelity's website?

    Frankx 


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  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Accepted Answer
    This is going to be a rather "nasty" problem.  Fidelity doesn't support downloading transactions using Web Connect/QFX files.  So even if you can view the closed accounts about the only way you can download that information is in CSV or PDF format (and PDF is only really good for manual entry).

    And even CSV to QIF is quite difficult.  Depending on the number of transactions manual entry might be the best way.  If you want to try CSV to QIF you can do it with my program, but like I said it isn't easy since there isn't any standard on the format of the CSV columns or the "action names".
    http://www.quicknperlwiz.com/
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
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