Fidelity monthly share sales download with generic info

System

This discussion was created from comments split from:

Fidelity Transactions not downloading to Quicken Classic on Windows

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Mark Wagner

While this account is syncing using OSU the monthly share sales for my monthly distribution is still being downloaded as generic withdrawals. I have to manually edit each transaction to enter the correct share sale information. Is this being worked on? This all worked perfectly for years prior to the change to EWC+.

Quicken Alyssa

Hello @Mark Wagner,

Thank you for sharing your experience.

I thought I had seen this before, but I am unsure with the information I currently have available to me.

If you don't mind, can you provide a screenshot of what you are seeing? 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.

Mark Wagner

@Quicken Alyssa It only happens at the beginning of every month and once I fix all the transactions I have nothing to screenshot for you. If it happens again at the beginning of January I'll screenshot it for you before I fix the transactions. Basically what gets DLed is a individual transaction for each sale but instead of being a sale of shares it is DLed as individual generic withdrawals. The amounts are correct but their is no information as to the security that is being sold or the number of shares.

Quicken Alyssa

@Mark Wagner,

Thank you for following up with additional information.

If that is the case, I think we need to look at how it is being sent over to Quicken from the bank. To do that, you can submit log files by going to Help>Report a problem>Send to Quicken.

You will want to wait until they download incorrectly again before doing this. Once you have downloaded examples of what is happening and submitted logs, please contact Quicken Support directly so they can take a look at those to determine what is causing this issue. They will be able to process an escalation for you as well, if needed.

Thanks again!

EDacho

I see the same issue on my Fidelity International Brokerage account. Happens every time, Dividends, Purchases, Sales, Etc. @Quicken Alyssa , see examples below as well as my post https://community.quicken.com/discussion/comment/20522772#Comment_20522772

In all cases, the security data (Ticker, # shares, price, etc.) as well as the Action data is missing.

Quicken Alyssa

Hello @EDacho,

Thank you for adding to this discussion.

In an effort to avoid confusion and keep the Community organized, I will let you continue working with Quicken Kristina, as it looks like she has been in direct communication with you.

Thanks again!

EDacho

@Quicken Alyssa - I have tried to DM @Quicken Kristina because she suggested times for a support escalation call, but she has not responded to any of my DMs this week. Can you assist me via DM?

Quicken Alyssa

@EDacho,

Yes, I can absolutely do that!

If she has not yet reached out, I will let her know!

Thank you!

Mark Wagner

@Quicken Alyssa

My monthly Fidelity 401K share sale transactions downloaded as individual generic withdrawals with no details instead of share sale details again this month. I uploaded a log and did a chat with Quicken support. They could not escalate to the appropriate team because it's Saturday. Can you get this escalated for me. Ticket ID - 12139113.