As are numerous other users, I am experiencing ongoing problems after the 7/29/25 Fidelity conversion to EWC+ as follows:
- CD Pricing was switched from 100 to 1. For example, a price that used to come in as 101.2 now comes in as 1.012. I read a solution by one user who entered a 100-1 split transaction. I have opted not to do that, as I hope Quicken will provide a solution to revert to the old pricing (which is used by other CDs that I have purchased from other brokers). For a while, I was correcting the pricing daily, but I recently opted to turn off the daily pricing.
- Cash accounts now come through as money markets, and Quicken displays two amount mismatch error messages (amount discrepancies for the money market and the cash account). I have been manually checking that the amount in my cash account matches the amount in the error message for the money market. So far, it has always matched. However, this is a constant and unnecessary nuisance.
- For reinvested dividends, the purchased units are rounded to 2 decimal places, while Fidelity rounds to 3 decimal places. After processing these transactions, Quicken issues an error message stating that the Quicken quantity owned does not match the Fidelity quantity owned. To correct, I have printed out the reinvestment transactions in Fidelity and manually corrected the transactions in Quicken. This is obviously a huge inconvenience and needs to be corrected ASAP. I have not seen anyone else complaining about this problem.
Please advise when you expect these problems to be addressed and corrected. It will be 1 month since this started in four days!