zzz-Fidelity Updates

https://community.quicken.com/profile/BarryGraham https://community.quicken.com/profile/Boatnmaniac - Thanks for the responses. After I could not figure out how to deal with issue I described, I decided to bail out and opt for recording every transaction instead of using the cash option. I decided that I don't have that many MM transactions per year, and this option will ensure the balances are correct by MM fund. After opting out of the "cash" option, I was able to do a "buy" transaction of FDLXX MM for $10,648.58 (which reduced cash to $0) and now properly reflects the right balance for the FDLXX MM security (agreeing with what Fidelity shows).

Probably not the most efficient way to do this, but I think it will work. I guess downloading and recording the September entries will be the test… Thanks guys!!!

I started Quicken and went to the Cash Balance link for one account and selected Cash Representation. Then I did an OSU and got the question to update the core position for that account. After selecting the core position for that account, I accessed another account and repeated the procedure. This way I could tell for which account the Cash Position update referred even though the account name is not given in the Cash Representation core position pop-up that appears after OSU. The account name still needs to be part of the pop-up info.

I'm not sure what you mean by Update settings. With the procedure I described, it does only one account update of Cash Representation between OSU's. Prior to this procedure, I mistakenly selected Cash Representation for multiple accounts followed by an OSU and that caused several pop-us for core position selection and it was impossible to determine for which account each pop-up referenced. My procedure causes only one pop-up for the account that Cash Representation was selected. It is still unnerving to not have the account identified in the pop-up.

Quicken shows one update setting for all Fidelity.

My current situation is that in the online center I see a transaction for one of my Fidelity accounts, but it doesn't appear in my register. I can't do an account reset because that transaction is there - but also not 'there'. Also, my last Fidelity 401k download only has about half of the transactions present. I am a victim of this EWC crap - I wonder if this cost saving exercise actually saved any money for Quicken.

And you know this how? Some people are of this opinion. I have seen nothing to confirm this is accurate.

Thanks for the suggestions. I don't want to restore from a working backup since we've entered too many transactions since then. I did try the re-login (and also validate & super validate) with no success. I think I'm just going to bite the bullet and convert to EWC+.

As we approach the deadline for forced changeover from DC to EWC+, I would like to test it out first. Could someone please tell me step by step the safest way to do this via Quicken file copy? My plan is to install a copy of Quicken in my wife's computer and run the test there using the copied file. I have tried creating test files in the past, and it has led to some confusion since the Quicken program will run the last file used by default unless a specific previous file name is chosen. Specifically should the copied file have all of my accounts, or just the Fidelity accounts?

After all of the initial issues, my account seemed to migrate well, and Fidelity downloads were behaving fine in all accounts. Then yesterday, after a Quicken software update I can no longer connect to Fidelity. I keep getting an error code 506. No accounts have been closed so not sure if the software update was a coincidence or affected this. Has anyone else experianced this issue?