zzz-Fidelity Updates
Comments
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[Removed - Disruptive/Off Topic]
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It would be good if you could set up the notifications to receive them only when a moderator posts something. On the other hand, there are people other than moderators in here that post helpful information.
Barry Graham
Quicken H&B Subscription2 -
And now I'm getting CC-501s across the board, including non-Fidelity accounts. Something is definitely rotten in the state of Denmark. And @b.a.teller, I hear ya — but these comments (mine at least) are not meant to be in an echo chamber but recorded in the hopes that Quicken management sees them (because support seems to not be doing much) and also so that I and other users can see if we're experiencing the same thing (again, because Quicken support's response most of the time is to point the finger at user error or client-side corruption of some sort or at the financial institution — rarely, if ever, themselves).
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I just became aware of this issue in my accounts and have partially skimmed the discussion here. I stumbled into something that may be helpful, but no guarantees.
As I understand what is happening, there are two connection methods to Fidelity. The first is "EWC+" which is selected by connecting to "Fidelity Investments". The second is "DC" which was (perhaps) previously selected by connecting to "Fidelity Investments - DC". The second is no longer selectable when connecting an account but accounts already connected in this matter will show either "zzz-Fidelity Investments - DC" or "zzz-Fidelity NetBenefits" as their connection type.
Some users (like me) have had their previously working DC connections converted to EWC+ connections and cannot revert to the previous connection type as "Fidelity Investments - DC" is no longer shown when connecting the account.
Do I have this right?
Here's what appeared to work for me.
For each account:
* Edit account details
* Deactivate online services
* On the "General" tab, manually edit the Financial Institution to "zzz-Fidelity Investments - DC" (the placement of the hyphens and spaces matters).After making these edits for all accounts, select one account, go back to online services, and connect the account. Because the account is now already associated with "zzz-Fidelity Investments - DC" it will skip the screen where you select your bank and instead default to DC. You will be prompted to link each account it can find.
This process did not find my 401(k) account. To fix that, I manually edited the institute for that account to "zzz-Fidelity NetBenefits" and then connected it.
I now appear to have all my accounts connected via DC again. YMMV.
20 years, 142 accounts, 87k transactions, 420 MB and still growing
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What is the effect/benefit of refreshing the FI list? What is "resetting DSTART"?
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Good catch.
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@Brownstone Your approach has worked for other users as well. Thanks for spelling out the details.
At some point, perhaps as soon as August 20, the "zzz" connections will no longer work. We are hoping that due to all the issues with the EWC+ connections, the hard cutover date will be delayed.
QWin Premier subscription0 -
Sorry @Jim_Harman, didn't mean to post something redundant. I just didn't review all the discussions before posting what I had found.
I don't recall how my accounts got pushed from DC to EWC+, but interestingly my wife's accounts have been DC the entire time. It was by looking at hers that I guessed what to set mine to.
If there is a hard cutoff on Aug 20 I wonder how people like my wife would handle it. Will they just be forced to change on that date?
20 years, 142 accounts, 87k transactions, 420 MB and still growing
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That's what I'm wondering also.
After reading all of the nightmares everyone else is living through, I've been holding out with hopes that issues will be resolved prior to Aug 20.
I would be incredibly helpful if Quicken extended that hard cutoff until Quicken and/or Fidelity resolve the matter.
Quicken user since 1991
VP, Ops & Tech in the biometric space
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Refreshing the FI list supposedly has the effect of forcing Quicken explicitly to pull a fresh copy of the list of Financial Institutions (and how to connect to them) from Quicken's servers.
Resetting DSTART for an individual financial institution supposedly forces the download to start pulling transactions starting at the specified date.
Neither of these tools helped me, because I believe the root of the problem is the data itself being populated into EWC+ feed.
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Really appreciate these detailed instructions — I hadn't seen them in this specific detail before. YMMV does indeed apply. I tried them out. While I was able to get all my Fidelity accounts re-connected via "zzz-Fidelity Investments - DC," none of them came down with any new transactions. Even worse, they had all been switched to "Simple Positions." When I clicked on the little blue link in the Account Details for an explanation, it explicitly mentioned that an"EWC" connection was required.
Restoring to backup also was not a simple thing. I got CC-800 errors on all my Fidelity accounts and had to reconnect them via EWC+.
So for better or worse, I think those of us already switched to EWC+ are stuck there.
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I posted this method previously and pointed out that switching back from EWC+ to DC seemed to cause those of us that had been switched to EWC+ to be forced to use Simple Tracking, unless we hadn't downloaded anything using EWC+ before switching back to DC. It gives the reason as being that EWC doesn't support Complete Tracking, which is a bug since the account is not EWC - it's DC - and previously it had been EWC+ not EWC (they are not the same).
@Brownstone were you forced to switch to Simple Tracking and if not, had you already started downloading using EWC+ or did you manage to switch back to DC before your first download using EWC+?
Barry Graham
Quicken H&B Subscription1 -
Of course fully aware that not everyone on here currently is experiencing the same, however we do see continuous progress with EWC+ downloads and correct transaction accounting under Quicken Classic Business & Personal (Version R64.19):
Yes, there still are issues, specifically as far as complete Fidelity Netbenefits 401(k)/403(b) transaction downloads are concerned, yet Fidelity Brokerage, IRA and Managed Investment accounts are doing pretty well, considering the scope of change involved in the Fidelity DC → EWC+ migration. Let's hope the remaining issues will be resolved before the tentative 08/20 EWC+ migration date and, equally important, the forthcoming August/September month-end transaction downloads.
It would be helpful to learn what works/needs further improvement from those users who did have a generally acceptable overall experience with the Fidelity EWC+ conversion process thus far. This information will be helpful to the Quicken/Fidelity migration team, also. Very understandably, we already do hear back from folks a lot on this forum, who have faced/continue to face issues with the migration. Thanks, much appreciated!
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Apologies, Barry — I missed those prior instructions.
I definitely fall into the camp of "having switched to EWC+ and already downloading that way." So trying to flip back to DC with the hack didn't work.
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I remain in the same state I have been for almost two weeks. No transactions are coming down at all for any of my Fidelity accounts. Almost all of them only have end of month transactions that were never picked up from July 31 (even before this debacle, I've been having intermittent problems with end of month transactions, particularly Div and ReinvDiv, showing up — that's been happening on and off for many months). But I have a cash management / checking account with Fidelity as well and I can only get the latest cash transactions to come in if I "Reset Account" every time. The security transactions , "BoughtX/SoldX" are still missing entirely.
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@BarryGraham I had confirmed that all my accounts were on complete tracking while I disconnected them from EWC+, and I am still on complete tracking after connecting them to DC. I had done multiple downloads for weeks (?) connected to EWC+ but I can't say if any of those downloads were actually successful. I first noticed the problem not because I noticed missing transactions but because I noticed I wasn't getting price updates for certain funds I hold that don't have tickers.
Just in the last hour I've had several missing transactions dating back to 7/31 come in, however they didn't come in for the first few updates.
20 years, 142 accounts, 87k transactions, 420 MB and still growing
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@bdantes Very sorry you are between a rock and a hard place on this, bdantes - such a difficult position to be in! If I understand correctly, you can't move back to DC and go through another (hopefully improved) EWC+ conversion process? I had hoped that this might help, moving forward. If the key underlying issue is the correct and complete transfer of data from Fidelity into Quicken, then the improvements in mapping the Quicken & Fidelity teams are working on should help rectify the key issues you are now encountering!
Have you validated your QDATA file recently?
Most likely this will not resolve your issues right now, yet together withy the improved mapping of Fidelity data through EWC+ it hopefully will work out! All luck and success on this, bdantes!
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@Brownstone "Just in the last hour I've had several missing transactions dating back to 7/31 come in, however they didn't come in for the first few updates". Yes, ongoing data mapping improvements will help data transfer issues under EWC+ from Fidelity into Quicken. Please keep us posted!
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@MichaelALA "BUT BOTH accts fidelity and wealthscape investor ARE TWO (2) Separate financial institutions yet fidelity investments CHANGES mrkt value in the other financial institution holdings."
Michael, this suggests that the accounts are incorrectly linked for online updates. Fidelity would not try to update the Wealthscape Investor acct if that account were not synced with Fidelity Investments (DC or EWC+) somehow? What information is listed under
for the Wealthscape Investor account Online setup?
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I wish to avoid this Fidelity download disaster. Will downloading transactions manually from my Fidelity page prevent all of these errors and if so can you please walk me thru the necessary steps. I see how to download a .csv file but isn't there a way to download a file specific to Quicken?
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One of the earliest, and most persistent, problems was incorrect CD pricing ($1 instead of $100). Has anybody seen this fixed yet, or can anyone confirm that it's still broken?
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Yes, I validate (and sometimes even Super Validate) my data file regularly (along with backups). There are no errors that validation finds in the file (aside — super validation messes up the file password, despite claiming to reset it — and opening up the file requires a full authentication with the Quicken ID to get back in, forcing the password to be reset. Yet another bug that has never been fixed).
And I would have been happy to go back to DC, as I said, but doing so put me in an even worse position by forcing all the Fidelity Accounts to Simple Transactions.
Folks are acting like it's sunshine and roses that Quicken is working through the EWC+ Fidelity mappings and that all will be good by Aug 20th. I'm sorry — but that is still hideously bad! This should have all been worked out BEFORE this went live with even a single customer in production — and even resolving by the 20th will have left this customer dealing with this madness for 3 weeks! Trying to avoid "colorful metaphors" here (for you Trekkies out there), but this is just abysmal. I still say the Quicken CEO should be posting a huge apology and detailed explanation on the Quicken homepage about this and emailing every single customer.
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@BrittMayo I interpreted this change, as part of the EWC+ migration, as permanent, not accidental/temporary, and therefore manually adjusted CD shares accordingly and deleted earlier CD prices under the old reporting scheme (yes, there is a block delete function for it). Since 07/29 Quicken downloads correct pricing on this basis. Not sure whether or not it will be the situation under EWC+ going forward, yet would be annoyed if I had to change back, things work fine for me as they stand:
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@bdantes The unfortunate thing, I believe, for folks the DC → EWC+ migration did not go well, is that for other Quicken users the situation really doesn't appear to be so bad. It might be the luck of the draw, yet we really don't know and probably never will, what the percentage of "EWC+ gone wrong" users is, as this and other forums are not representative, given that users without serious issues rarely, if ever, post here. This is not meant to excuse anything, this should not have happened as it has for some, yet it is the reason that we truly do hope that improved data mapping will resolve serious pending matters for most, if not all. Undoubtedly, in some cases individual user mistakes also may have occurred during the migration, i.e. incorrect download links between accounts, such as in the example above, and those issues will in turn have to be resolved individually, a general solution will not do the trick for some.
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I am also using Fidelity Investments. I also have been seeing the zzz for some time now. I hope it will switch itself over automatically, and everything will keep on working ok.
PS - Why do we need three "z"'s? Isn't one enough?
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HOW do I reset DSTART?
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Thanks for the update; however, I'm on the other side of this issue. I want my Fidelity data and my Quicken data to match, and on the Fidelity site and statements it still shows the number of shares that is correct at a $100 price … not to mention losing many years of historical data and (I suspect) messing up my account balances for prior years.
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this is covered in other threads here in the community. But for this problem, I can assure you it doesn’t help anyway.
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I suffered that issue but worked around it by restoring from a recent backup.
I just tried that again, not because of Fidelity, but because I changed the connection to ML for one set of accounts. It had been working by downloading BA bank accounts with the ML accounts. I tried setting another set of ML and BA accounts similarly earlier today. That failed. Quicken apparently revised the ML connection such that BA accounts were no longer available through it. An attempt to restore the BA connection through ML failed. That path apparently is blocked.
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