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Quicken Classic for Windows
Investing (Windows)
download posistion to its account
KenW
I have two positions from Fidelity how do I download to
corresponding Quicken account
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Boatnmaniac
Hi
@Ken W.
This should automatically happen when you set up your Fidelity account in Quicken for online services either via
Add Account
or, if you have already set up it up as a manual account, via
Set up Now
(on the Online Services tab of Account Details). You can also use
Add Account
if you have already set up your Fidelity account as a manual account but you will need to make sure to Link the downloaded data during the set up process to your manual account in Quicken. Is that not happening for you?
NotACPA
@kenw
Are these positions held at Fidelity Investments? Or Fidelity NetBenefits?
In Q, these are 2 different financial institutions ... and need to be set up separately.
KenW
Investments. I made some changes today so need to wait till Monday to check it out. Three day weekends are for IT work !!
NotACPA
IF you've properly set up those 2 Fido accounts, in Q, then your positions and recent transactions should download automatically ... even on a weekend. Although if all transactions downloaded today (Saturday) have previously been downloaded they won't repeat in Q.
When you do TOOLS, One Step Update Summary, what shows adjacent to your Fido accounts?
KenW
There are more problems. Lastpass password manager did something Thursday or Friday that screwed up Wells Fargo Bank and a report from Fidelity had a problem with browser addons. I will wait till Monday to see how things shake out. The IRA deposit into Fidelity was put into my new IRA however is was not removed from where it was deposited to account originally.
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