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Quicken/Fidelity nearly unusable

gordonharper

I have been a user of Quicken with Fidelity Brokerage since Quicken began, and it worked smoothly. Beginning about a year ago, Quicken has become more and more opaque/unstable and unusable. I have been told by Quicken that I cannot have all the check-writing features because Fidelity Brokerage is not a "checking account". However, a year or two ago it worked smoothly. Can anyone see the overview of this problem and help me know what to ask for at Quicken? I have discussed this with Quicken 5 times in the past 6 months. Something changed at Quicken that made their product unusable for me. Fidelity tech people seem to be generally aware that Quicken has some problems, but view it as their problem - to which I agree.

I am on a PC using Quicken Classic Deluxe interfaced to a Fidelity Brokerage Cash Management Account - Quicken treats this as though it were a full brokerage account - if I want to withdraw cash, I have to go down past all the other alternatives like "sell security" and find withdraw cash. This does not involve error messages and such - it is an overall compatibility question.

[Edited - Readability]

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Comments

Quicken Carlos

Hi @gordonharper,

Thanks for reaching out to the Quicken Community and sharing your experience.

To better understand the changes you're experiencing with your Fidelity Brokerage Cash Management Account, I'd like to clarify a few things:

Which specific check-writing features are you no longer able to use in Quicken?
When you mention that the account previously worked smoothly, could you provide an example of a feature or functionality that has changed?
Have you noticed these changes after a particular Quicken update?

You mentioned that withdrawing cash now requires selecting the Withdraw option from the brokerage transaction list rather than having the functionality available as it was previously. It would be helpful to understand whether this is the main change you're referring to or if you're experiencing other limitations as well.

I look forward to your reply!