sidebar incorrect, fidelity

kev25865
kev25865 Quicken Mac Subscription Member ✭✭
edited October 20 in Investing (Mac)

Under the Portfolio tab for an investment, the details (Shares, Prices, Dates, Market Value, etc.) are correct and the "Market Value as of XX/XX/XXX at the top of the Portfolio Screen is also correct. The SideBar displays a different amount (it shows $0)

Fidelity account just updated

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @kev25865,

    Thank you for letting us know you're seeing this issue. Based on your description of the issue, it sounds like you're most likely being impacted by the known issue described in this Community Alert:

    https://community.quicken.com/discussion/7965032/ongoing-8-29-25-fidelity-investments-0-balance

    However, if you would like to try troubleshooting, please provide more information. What kind of accounts are you seeing this issue with (brokerage, HSA, 401k, etc.)? Are you able to view transactions for your accounts, or is the Transactions tab greyed out?

    Thank you!

    (Ticket #11906035/CTP-14153)

    Quicken Kristina

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