Fidelity Issue in Simplifi

Options
System
System Member admin
edited April 2024 in The Water Cooler
This discussion was created from comments split from: Status of Fidelity Downloads please.

Comments

  • collinsbrook
    collinsbrook Quicken Windows Subscription Member

    I'm seeing a similar problem. Simplifi is missing a transaction for a Fidelity position. The balance for that position is incorrect. It's my core cash account. I bought an equity and Simplifi shows the new equity and correct balance. But, it doesn't show the corresponding sell transaction and decrease in the core cash account.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @collinsbrook,

    It would be better suited for you to reach out to Simplifi's Community directly with your concerns. Please click here to be redirected to Simplifi's Community.

    Alternatively, Simplifi Support can also be contacted.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.

Categories