New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

It looks like my accounts successfully migrated to the new Fidelity Express service that Fidelity launched. I was able to authorize my accounts via Fidelity and download transactions. I did not experience any of the issues I've seen on other posts about this migration.

However, the new connection type rounds shares to 2 decimal points instead of the 3 decimals used on the Fidelity site. So for example, a Buy transaction downloads as 6.26 shares instead of the 6.258 shown on the Fidelity site.

I deleted all the downloaded transactions so I didn't get prompted for a placeholder but if this is just the way the new service works, it's going to create inaccurate share balances in Quicken.

Anyone else seeing this change in how share amounts are downloaded with the new service?

ETA: I just looked compare to register for my main account. It downloaded all my transactions for the past 3 months with 2 decimal places. They all show up as New and are not matching to the existing register transactions. I've got about 500 transactions I need to manually delete. I also had to re-match all my option securities to the downloaded security. The joys of connectivity migration never end.

Same here. I had a few other problems along the way, but once i got a good download, I had a bunch of dupe downloaded transactions. When I deleted them, my balances appeared correct. I reran OSU a few times to make sure everything looked ok. We'll see how it goes over the next few days.

This is what I'm seeing as well. The only other potential issue I've seen is that Fidelity is downloading options transactions differently. When I write puts and calls, Fidelity downloads those as Sell transactions now instead of Short Sells. It looks like the downloaded Sold transactions are matching with the existing manually entered short sell transactions in my register though. I sold some covered calls and entered the ShrtSell transactions in Quicken today and my expectation is that when it downloads tomorrow it will match correctly. Will find out tomorrow.

On the positive side, when I buy to close my covered calls, Fidelity correctly downloads those now as CvrShrt transactions. In the past, they downloaded as Add transactions.

THis is unacceptable… I am not a beta tester!

Problem reported. It does make me think that Quicken and Fidelity Investments, both organizations with some resources, did a poor job of testing before the rollout.

I've been a Quicken and Fidelity user for many years. This Fidelity change to a "modern, more secure protocol" is a total disaster. From reading previous comments it's not clear who's at fault, Quicken or Fidelity. We shouldn't have to reinvent the wheel to implement this change. After going through the prompts on Quicken my Fidelity accounts reverted to a Dec 2024 amount losing $1,000,000. If this can't get resolved easily Quicken is of no use to me. Please fix it.

I have nine accounts with Fidelity. Like everyone else, got the forced update EWC+ yesterday. My accounts did map and I did have the option to switch to complete tracking. Transactions were missing but figured it was due to the day of the switch.

I was eager to run one step update this morning to see if today's transactions would download and they did not. I reset and relinked everything and still nothing.

I took a closer look at this screenshot when I switched from simple to complete. Is this saying I have to manually enter ALL my transactions now as a result of this "upgrade"????

Everything was running beautifully until this morning when Quicken reported that I needed to "reauthorize" my investment accounts at Fidelity. Apparently this was demanded by Fidelity, probably so they could get an updated agreement signed.

Quicken handled it oh so poorly. First, it cross-linked two of my Fidelity accounts, then it downloaded hundreds of transactions into all five accounts going back more than 75 days. All downloaded transactions were duplicates but Quicken called them "new".

To recover, I'm faced with deleting all of the duplicate transactions before I will be allowed to deactivate and reactivate the two cross-linked accounts. This will take hours if I do it the only way I know how.

Is there a way to mass delete all of the downloaded transactions in an account?

I've read in another thread that a validate or super validate might fix this. I will try that if nobody has any better ideas.

Your announcement indicates that conversion will become MANDATORY on 8/20. This CANNOT be allowed to happen. There is not adequate time between now and then to identify, fix and retest the multitude of problems that have already shown up in the first day or two of voluntary conversions.