Fidelity non-qualified plan fund sales downloaded as withdrawals and missing info

System
System Member admin
edited November 8 in Download, Add/Update Accounts (Windows)

This discussion was created from comments split from:

Fidelity Updates Still Broken after Update

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  • geoffj
    geoffj Quicken Windows Subscription Member ✭✭✭

    I too have the issue where fund sales in my Fidelity non-qualified plan are being downloaded as withdrawals with no share sale information. Does anyone have a fix for this?

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @geoffj,

    Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information. When did you first notice this behavior? Is it happening only in the non-qualified plan? Is this impacting only sales transactions, or are you seeing it happening with other transaction types also? If you're willing, please provide a screenshot of what you're seeing download into your Quicken and a screenshot of how they appear on the financial institution website (please redact any personal information). 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.

    I look forward to your response!

    Quicken Kristina

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