Can We Get a Running List of Problems and Fixes RE: ML and Fidelity EWC+ Transitions?

@Quicken Kristina @Quicken Jasmine

@Quicken Kathryn @Quicken Anja

Judging by the numbers of posts and comments re: the Merrill Lynch and Fidelity EWC+ transitions, we know they are both seriously problematic. @Quicken Kristina posted the below listing of known Fidelity issues in one of the threads. It would be REALLY helpful if it could be pinned to the top of the discussion group and updated periodically (daily would be great!) with the latest identified issues and fixes, along with a corresponding pinned post for ML. These are 2 major brokerage transitions, affecting a lot of Quicken users, with hard deadlines creeping up on us. The user community would appreciate some extraordinary effort in these instances and this would be a step in the right direction. I know this isn't the usual job of the Mods, but perhaps someone, anyone, can be assigned to temporarily handle this, just until we get over the hump. Hopefully, that'll be fairly soon.

Good, timely information is valuable. It'll cut down on all the duplicate postings if we have a place to check the known issues and their current statuses. I also think it'll help quell the anger, annoyance, apprehension and hot tempers.

Thanks

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Here is the list of issues that are currently being investigated under CTP-13955:

• Missing accounts: Investment accounts not shown in the account linking screen, preventing setup or reconnection.
• Incorrect share balances: Share quantities downloaded with reduced precision (e.g., 2 decimal places instead of 3), leading to inaccurate holdings and potential placeholder entries.
• Misclassified securities: Money Market Funds (e.g., FDRXX, FZFXX, SPAXX) are being treated inconsistently—sometimes as cash, other times as holdings, or disappearing altogether.
• Transaction duplication: Historical transactions redownload as new entries and fail to match existing register data, forcing manual cleanup.
• Account display mode changes: Investment accounts that were previously set to “Complete” tracking revert to “Simple” without user action.
• Incorrect transaction placeholders: Cash management accounts show erroneous transactions with incorrect labels and values, sometimes doubling balances.
• CDs misrepresented as stocks: Certificates of Deposit are converted to stocks with inflated share quantities and distorted prices.
• Net worth discrepancies: All of the above lead to incorrect account balances and distorted net worth calculations.