Looking for insights from the Mods or anyone with experience downloading from the Fidelity Donor Advised Fund to Quicken. Posting in r/FidelityInvestments Mods advised "Based on the details you've shared, our team would like to investigate this further. To do this, we suggest opening a ticket directly with Quicken. Opening the ticket with them will open one with Fidelity, which our team can use to investigate in detail."
I had never known that it was an option until I recently reauthorized Fidelity in Quicken using the EWC+ connection.** I saw my DAF listed as an option so decided to try it. In doing so, I received downloads of my valid grants over the past few months. I also received downloads of ~10 stray "grants" with small dollar amounts and odd cents - not duplicates, but numbers I have never donated via the DAF. There was also no update on the value of my DAF - it remained unchanged since my last reconciliation from my 6/30/25 statement.
- Any ideas as to what these stray "grants" represent?
- The investments in the DAF are proprietary with no tickers listed on the Charitable website. Are there tickers that can be used to ensure DAF value remains updated? Other means of ensuring updated value of the DAF?
TIA
** My conversion to EWC+ went smooth!
