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Multiple Fidelity Netbenefits problems [Edited]

loukas

We are already several months into the Fidelity problems with Quicken.

Fidelity brokerage accounts seem to be working fine. However, Fidelity Netbenefits continue to have problems: contributions download, but show only the amount, not the number of shares bought or the fund name. Similar problems with incomplete information affect re-investments, dividends, interest, etc.

It is incomprehensible that after 5 months the problems have not been resolved. It is unacceptable.

(Quicken Classic Premier - windows)

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Comments

Quicken Kristina

Hello @loukas,

Thank you for coming to the Community to share your feedback! Some of the issues you mention have already been identified. Please bookmark the Community Alert linked below to track the status of those issues and know when they're resolved:

https://community.quicken.com/discussion/7965464/updated-10-28-25-fidelity-updates

For the remaining issues you mention, since you mentioned this has been going on for months, have you done any troubleshooting or contacted Quicken Support directly for assistance? Are the issues impacting just one account, or multiple accounts? How often do these issues happen? Does this impact all holdings that download, or only some?

I look forward to your response!

loukas

I am sorry but I am at a loss with your questions: Quicken is well aware of the Fidelity/Netbenefits issues, and, yes, the problems are going on for months, since at least July 2025. Quicken maintains the link you shared with updates, but we are talking here about months of lost functionality.

Have I done any troubleshooting? Sure, the usual steps of reauthorizing and relinking the Fidelity accounts: the problems with Netbenefits have yet to be fixed. I have both brokerage and Netbenefits accounts. The problems with the downloading of transactions from the brokerage accounts have been fixed. The problems with the Netbenefits accounts are still there. And, no, these are not confined only to the ones listed in "fixes in progress". For example: a contribution of $100 is downloaded without any information on the number of shares, or the price per share, or even the name of the fund to which the contribution was made. Reinvestment of dividends download, but appear as deposits with only the amount, and no information on the fund, the number of shares, etc. In short, the Netbenefits automatic downloads are useless and require manual entry/editing.

And, no, I have not contacted Quicken support, nor do I intend to do so. And, no, after decades of using Quicken, I don't require "assistance". I do require that Quicken and Fidelity get their act together.

Quicken Kristina

Thank you for your reply,

I can understand your frustration with the ongoing issues. If you would like, I can report the issues you mentioned with contribution transactions missing information and reinvestment of dividends transactions coming in as deposits with only the amount to the proper channels for further investigation, but to do so, I will need you to send a problem report with log files attached.

If you're willing to do that, please let me know once the problem report is sent.

Thank you!

loukas

We are at the end of the month marked by a new round of reinvestments and deposits, and, sure enough, the problems with Quicken/Fidelity's Netbenefits persist.

Again: reinvestment amounts appear as "Deposits" with Payee name "Dividend" and just the amount (see attached). No information about the fund name, the number of shares, and the price per share.

No, I will not submit the log files, the screenshots, etc, because of the intrusiveness level of the requested information.

It is outrageous that you continue to question the existence of the problem requiring proof of one kind or another. It is outrageous that both Quicken and Fidelity chose to roll out a functionality that broke what was working before. It is outrageous that several months after the problems were first reported, the problems persist.

Quicken-Fidelity-Netbenefits.pdf