Simple Positioning - Cash Balance wrong for Fidelity NetBenefits 401k accounts

Norman Drews
Norman Drews Quicken Windows Subscription Member ✭✭✭
edited October 26 in Investing (Windows)

Can this get fixed? I don't want to go to full transaction mode where I concern myself with ensuring the transactions are correct.

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If you search this forum for "NetBenefits Simple" (without the quotes) you will see that this issue has been reported many times but the discussions have been closed and there has been no acknowledgement from Quicken. This may be an issue that only Fidelity can fix.

    Forum Moderators sometimes review issues discussed here and refer them to Development, but if you want Quicken to work on a problem, I recommend you contact Support via phone.  Be sure the support agent understands the problem and gives you a ticket number for future reference.

    You should also use the Help > Report a Problem menu in Quicken to submit the issue online. In your submission, be as clear and thorough as possible. Reference the ticket number and provide a link to this discussion. Provide step by step instructions to reproduce the problem. You will not get a response to an electronic submission, but they say they review and prioritize the submissions. 

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