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Fidelity Migration

dkirin

OK, getting frustrated with the Fidelity migration issues. Used support twice to reestablish my Q account and to reauthorize Fidelity. Got to a balanced state. However, next time I ran a One Step Update, Fidelity is all screwed up again.

Got a plan… let's take the relation BACK to the original. At least it worked. Then you can reprogram a new migration and test it until it totally works!

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Comments

Quicken Alyssa

Hello @dkirin,

Thank you for sharing your experience, though I am sorry to hear you are having continued issues.

Can you provide more details as to what is getting messed up when you do a One Step Update? Are there duplicate transactions occurring?

Providing screenshots of what you are seeing could be helpful too. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Thank you!

dkirin

Yes, there were four duplicate transactions, two more entries that made no sense at all, and Q balances did not equal Fidelity balances. I had to manually correct all three of my Fidelity accounts.

Quicken Alyssa

@dkirin,

Thank you for following up, though I am sorry for the inconvenience of having to manually correct the issues you were experiencing.

I know some duplicates can be expected when initially switching over to the new connection method, Express Web Connect +. But the good news is, they shouldn't continue to happen going forward.

If you need more assistance, let us know.

Thank you!