Last-day-of-the-month transactions from Fidelity not downloaded into Quicken
I can not seem to download the last-day-of-the-month transactions in the Fidelity account in Quicken. That last day of the month transaction is skipped over in the download. Has anyone else experienced similar problem?
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No. Just a short time ago I downloaded EOM (i.e., yesterday 8/30) transactions from Fidelity Investments from 6 accounts into Q.
SO, when you do TOOLS, Account List WHICH name for Fidelity are you showing? They have multiple. I'm using "Fidelity Investments" which uses Direct Connect (it's free with Fidelity) for both my taxable and IRA accounts.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
NotACPA may not have problems. I have the same settings as he does without any luck. I have been experiencing the same issue as synchro9898 for a very long time; at least 2 year. It is sporadic, but it is a problem. I end up manually adding the transactions. As it so happens, I did quite a few transactions on August 30 and they did not download today. It is high time that someone at Quicken take a long hard look at this. Just because it works for one person does not mean that it is OK. I also intend to talk to Fidelity on-line services in the morning. I want to finally close this issue.
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I reported this to Fidelity also, but they blame on it Quicken. It looks like one of those ping-pong thing where neither party takes the responsibility to fix it. Very frustrating.
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