Who do I contact regarding incorrect share amount when downloading from Fidelity brokerage account?
elkdad1
Quicken Windows 2017 Member
For several weeks Quicken has repeatedly reported a discrepancy in the amount of shares in one particular security when I update my account. The number of shares listed in Quicken is the same as the number of shares according to my statement, the download is incorrect. There is no error message code, Quicken merely notes the discrepancy. Is this a Quicken error or a Fidelity error? How do I proceed?
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Answers
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It sounds like you may be experiencing the known issue with 45.xx versions, securities comparison mismatch. See this discussion for details and a workaround.
Edit to add:
Within the linked discussion there is an answer from @Quicken Anja that mentions Quicken is aware of this issue and will be working on a fix. Here is a link to that answer:
https://community.quicken.com/discussion/comment/20313307/#Comment_20313307
Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list0
This discussion has been closed.