Problems with quicken upgrade for Fidelity Investments

Anne Missavage Quicken Windows Subscription Member ✭✭

September 18 edited October 18 in Errors and Troubleshooting (Windows)

I found the solution. The new upgrade assumes we want "Simple Connections". I had to change each account to "Complete Transactions" to show that I had transfers between accounts.

Tagged:

• Online Banking
• Windows

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Comments

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  Quicken Anja Moderator mod

  September 18

  Hello @Anne Missavage,

  Thanks for sharing your solution!

  This will definitely be helpful for other users experiencing the same issue.

  -Quicken Anja
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