Fidelity switch over

David1117
David1117 Quicken Windows Subscription Member
edited October 2025 in Download, Add/Update Accounts (Windows)

My Fidelity accounts are a mess. I must have reauthorized my accounts 10 times. Downloaded dividends no longer post to dividend income although they do post to cash. Quicken no longer properly enters option short sales. I have duplicate entries, missing entries and incorrect entries. The only thing that still works in purchases and sales.

Comments

  • nooncaster
    nooncaster Member ✭✭✭

    I have three accounts with Fidelity.

    image.png

    Although I updated all of the accounts, I keep getting this message.

    Help!

    John

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