Fidelity IRA Downloads Incorrect Balance

System · May 15

This discussion was created from comments split from: Updating Fidelity Accounts.

Ed Kellogg · May 15

Quicken R32.12 build 27.1.32.12 Windows 10 Enterprise. One of my fidelity IRAs is downloading a balance of only about 1/2 what it shows on the Fidelity website. I tried resetting the account in Quicken. I tried deactivating and reactivating and it finds my two other IRAs but it doesn't find the problem account.

Boatnmaniac · May 16

Please clarify the issue you are having. You said it is downloading only 1/2 of your online balance but then you said your account is not being found by Quicken during reactivation.

Also, when you deactivated/reactivated your accounts did you deactivate/reactivate all of your Fidelity accounts or just the one account you are having issues with? And which reactivation method did you use...Add Account or Set up Now?

NotACPA · May 16

And, 1/2 of the number of shares? Or 1/2 of the total $?

Have you verified that the quote for each position that you hold is correct in Q?

Have you verified that the number of shares/units that you hold is correct in Q?

Fidelity IRA Downloads Incorrect Balance

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