Prompted to enter cash balance for Fidelity accounts daily

System
System Member admin
edited October 18 in Download, Add/Update Accounts (Windows)

This discussion was created from comments split from:

After EWC+ update, Fidelity and Quicken cash balances don't match & other issues

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Comments

  • Justinto
    Justinto Quicken Windows Subscription Member ✭✭

    I am having the same issue even when it asked to reauthorize my Quicken accounts through Fidelity yesterday. I am having a daily problem when I download transactions from my Fidelity accounts. It always asks me what the current cash balance is. This is annoying meaning that I have to log into Fidelity to enter the cash balance. If I have to do this, then why do I need Quicken? I wind up updating manually. If I have to update manually, then again - why do I need Quicken. Really?

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Justinto,

    Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information. When did you first notice this issue? What process are you using to download transactions for your Fidelity accounts, and at what point in the process are you being prompted to enter the cash balance?

    I look forward to your reply!

    Quicken Kristina

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  • 12Fairmount+
    12Fairmount+ Quicken Mac Subscription Member ✭✭

    Quicken and Fidelity haven't worked well together for over a month. Why am I paying for Quicken when it is basically unusable?

This discussion has been closed.

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