Fidelity NQ plan downloading sales as withdrawals with no sale information

geoffj
geoffj Quicken Windows Subscription Member ✭✭✭
edited December 10 in Download, Add/Update Accounts (Windows)

Since the EWC+ change over my periodic withdrawals from my Fidelity account get downloaded as a series of withdrawals with no information on the share sales or quantities for each transaction. Is there anything being done about this? I have seen other comments on closed discussions having the same problem.

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @geoffj,

    Thank you for bringing this to our attention—that definitely sounds frustrating.

    First, if you don't mind, could you share a few additional details?

    • Is your Quicken data file stored on your local hard drive, or is it saved/synced through a cloud or external service (such as OneDrive, Dropbox, or a USB drive)?
    • It would also be very helpful if you could share screenshots of how the transactions are downloading in Quicken compared to how they appear on the Fidelity website (please make sure any sensitive personal information is hidden).

    If needed, please refer to this Community FAQ for instructions on how to attach screenshots. Alternatively, you can also drag and drop screenshots of your response if you are not given the option to add attachments.

    Looking forward to your response.

    Thank you!

    -Quicken Anja
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