Fidelity Accounts Showing Double the Balance

csampson
csampson Quicken Mac Other Member
edited June 22 in Errors and Troubleshooting (Mac)

Hi -

I connect to Fidelity for investments and several accounts show double the account balance in Quicken. These are accounts where cash is swept into a money market, so it shows X shares (at $1 per share) in the money market and the same dollar amount in cash.

I tried to switch to detailed positions and got an error -

image.png

How can I fix this?

Thanks!

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Answers

  • csampson
    csampson Quicken Mac Other Member

    Example -

    image.png

    There is only $2,187.16 there.

  • JahaniJAC
    JahaniJAC Quicken Mac Subscription Member

    I am seeing the exact same issue for Fidelity. I was working correctly until recently.

  • csampson
    csampson Quicken Mac Other Member

    @JahaniJAC - it was working before and stopped working? I just bought Quicken today.

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited April 24

    For individual Fidelity accounts (ones that are not tied to employment) try connecting to "Fidelity Investments Mac"; that's what I use for all my Fidelity taxable & IRA accounts and it works fine. For 401K accounts you'll need to connect to "Fidelity Netbenefits".

  • sproctor61
    sproctor61 Quicken Mac Subscription Windows Beta, Mac Beta Beta
    edited May 22

    @Jon Thank you, that worked. No more double.

This discussion has been closed.

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