anyone know why or how to fix fideilty holdings?
I am on windows 11 using quicken per attachment
Since the fidelity update, fidelity has been sending the wrong holding over to quicken. their website shows the correct holding. is there a way to get this corrected?
[Edit - Removed Personal Information]
Answers
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Elaborate upon what you mean by "wrong holding". Wrong security? Wrong quantity? Wrong Quote? What?
What's showing on Fidelity's website and what's showing in Q?
And, BTW, I'm a Fidelity client also … and I haven't had any such problem, so I suspect that it's something in your file that's incorrect. Possibly data corruption, or possibly incorrect set-up.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
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