Resetting Fidelity accounts

Is it safe to delete Fidelity accounts from Quicken (having backed everything up prior) and starting over with them? Will all of the historical transactions come through? Can't seem to get everything to balance. Thanks in advance.

Answers

  • Mark1104
    Mark1104 Member ✭✭✭✭
    it depends how far back Fidelity provides the service..... try this first...set up a NEW file and download everything Fidelity.....how far back does it go? 

    what are you trying to balance and why? for example, in an IRA,  does the cost basis really matter? Even in a non-IRA account, Fidelity has the records to report to the IRS, why maintain it in a 2nd place? 



    just food for thought..... 
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