Is there a change to Fidelity NetBenefits downloading?

MWB

Good news bad news. My Fidelity brokerage accounts are now downloading correctly with the "full" transactions - unfortunate the NetBenefits accounts still suffer from the simple download of "dividends" not the detailed reinvestment all as previously stated. If this thread gets monitoring , might we have an updaye from Quicken regarding the recognition of the lasting issue? As stated before looks like Fidelity posts it with a simple transaction on their website and requires you to click on the expand button to get details. All new since the lateJuly migration/rearrangement.

lrm

Today Quicken required me to reauthorize my fidelity net benefits accounts. After I did so, my 401K and DCP accounts were reconnected but with no option to connect them to my existing Quicken accounts. Instead the only option was to create new accounts, both of type IRA, which they are not— and it appears not possible to change the type. Fidelity customer support has no insight to offer. (The HSA was reconnected to the existing Quicken account as expected.)

kayak

Wow, problems, problems, problems…. (I am using the Windows version of Q; results and deadlines for updating download types seem to differ with the Mac [Removed - Disruptive] version.)

FYI, I initiate 'forced' backups every day that I go into Q, right before I exit for the day - with a date stamp included - it makes it very easy to minimize work if you have to backtrack or want to experiment with a change within Quicken. Saves a lot of angst too!!

This morning I 'improved' my 4 Fidelity IRA accounts, from DC, to the new download method EWC+ and the immediate problem I experienced was the way Q is now handling FDIC insured cash sitting in each of these accounts. It wants to force the cash to be 'named' as a 'security' even though it is listed on Fidelity's site, in each account, as cash and Q has never had a problem with it before, for years and years of trading with Fidelity.

There is some info on Fidelity at this url: https://www.fidelity.com/customer-service/faqs-exporting-account-information?ccsource=FA but chat guy couldn't equate my problem with this 'fix'. Sounds and looks familiar though….

I cancelled out of that and just grabbed last Friday's backup and made it the working copy. I then clicked 'remind me next time' on those 4 accounts when I did One Step Update. I didn't have any recent transactions in those 4 accounts but it would have been helpful to continue with the download type change and work through additional problems such as described above, ie: detailed download info versus skeletal info. I will play with it some more as Fidelity 'Download Channel Support' via chat confirmed it is a Q problem and they are working with Q to resolve the problem.

I am not looking forward to the forced date of 'upgrade' for the download type in the Windows version!