Why are my Fidelity accounts not updating accurately?

Options
JoRI
JoRI Quicken Mac Subscription Member
edited June 29 in Errors and Troubleshooting (Mac)

In recent months I have noticed that the balances of my Fidelity accounts reported on Quicken Subscription for Mac are not the same as the balances on the Fidelity website. How can this be corrected?

Tagged:

Answers

  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @JoRI,

    Thanks for reaching out.

    Could you please provide more information? When did you first notice this issue? Did anything occur within Quicken or the financial institution before this issue began? Are you or have you received any error codes or messages? Are these investment account(s)? If so, do you know if there are any placeholder transactions or balance adjustments?

    Let me know!

    -Quicken Jasmine

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

Categories