zzz-Fidelity Updates

I am not getting prompted anymore to switch my Fidelity NetBenefits 401K over to EWC from DC? I am for my non-401K accounts? What is the new deadline?

FYI - While not directly related to Fidelity:

Quicken has announced today, 9/23, that the 9/22 forced cutover for Merrill Lynch has been postponed with no new ETA.

I think the problems being reported with the ML transition are a little more severe (not to imply that the Fidelity issues aren't), but I would not be surprised if the Fidelity date is pushed back as well.

I can, unfortunately, confirm that the cash balance issue is still a problem. After a seemingly successful transition to EWC+ 3 days ago, I downloaded my first div/reinvest transaction. It came down fine, but after I accepted it, I got the dialog saying there was no cash balance in SPAXX, the designated cash holding I selected during the transition. I followed the dialog, created a placeholder and the balance increased (although the correct number was displayed in the Cash Balance field in the lower right of the register). Not sure what to do, I went to backup and tried again. This time, in addition to downloading the 1 new transaction I got 26 dupes in this account, and 2 dupes in another. I deleted them, accepted the new transaction and again got the mismatch/no cash in the SPAXX holding. This time I clicked "Ignore for Now" option. I then clicked the "Update Cash Balance" and the dialog displays the correct info. So, it appears to be OK for the moment. Oh, and the "Cash Representation" button, which finally appeared after the transition, is missing again (but it's still there for all other accounts … for now).

Anticipating more of this, what's the recommended way to deal with the mismatched cash dialog when it pops up?

Not out of the woods yet.

IGNORE - Subsequently worked normally

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I've remained on the zzz-Fidelity Investments DC connection from the onset of this fiasco and everything has worked smoothly for me…until today. Today I received this:

I have numerous bank accounts that usually update after my Fidelity connection when running OSU. In this case, after the Fidelity error OSU shuts down and no additional accounts are updated. Same result when restarting Quicken or restarting my computer.

Anyone else have a similar experience? Is this related to EWC+ transition?

There were definitely problems with EWC across all or most institutions earlier this morning. At 6am Pacific Time, I ran one-step update. It took forever to run (around 15 minutes). Lots of error messages on EWC accounts (credit cards, etc) and no transactions on any EWC account download. Fidelity is on EWC+ for me and it returned nothing. Accounts on DC (like Vanguard) worked fine and transactions from yesterday downloaded normally.

At 8:15 I ran again. Still slow, but it worked across all accounts (both EWC and DC). Fidelity (on EWC+) updated yesterday prices on bonds and proprietary funds normally (which it didn't do at 6am). Credit cards on EWC downloaded transactions this time.

So I'm assuming Quicken/Intuit servers had a hiccup earlier this morning. Not the first time, but totally unrelated to the Fidelity transition.

My Fidelity transactions from yesterday downloaded through EWC+ this morning…. no issues !

EWC+ OSU restarted around 11:26 am this morning after a complete blackout earlier. No Fidelity transaction downloads from yesterday since then from our end:

https://community.quicken.com/discussion/7966340/windows-quicken-classic-hanging-osu-freezing-cc-501-errors/p4

I converted over to EWC last night. I have two data files set up so I can verify over the next few days. One has the EWC set up and the other has the DC set up. Everything appears to have went okay but I have a slight discrepancy in my account values. The "DC" file matches exactly what is reported at Fidelity. The "EWC" file is slightly off on my 401K total value. The only difference I see between the files is the current share price of the individual items. It appears to be 4 digit rounding of the price versus the 6 digit rounding I see with the "DC" file. I will update each file daily for a while to see if things remain constant,

Can i still download via the old connection method today and is the forced cutover still tomorrow? I try to read every post via email updates on 2 threads but still wanted to check.

I read that ssomething reset this morning but didn't know if it impacted my use case.

Thanks

Thanks

I successfully converted several days ago, however, the One Step Update I have done for the past 2 days (including today) took several minutes to execute (compared to within 1 minute before the Fidelity transition). I also got an error notice today at 6:30am from Fidelity today (CC-501 - unknown error). I ran the OSU twice and got the same message. So I did not make connection with Fidelity this morning. While I am not a technology person, my guess it that someone (either Quicken, Fidelity or both) needs to adjust the capacity of their systems to account for the revised level of traffic associated with the conversion to EWC+. So I'll try again later to see if I can make a connection with Fidelity.

My guess is that it is gonna be a long day for people who are converting today….

I have 6 Fidelity accounts that as of today when doing an update I receive an "unknown error" with error code CC-501 and they do not update. About a week ago I had to reauthorize my accounts and redownload and delete duplicate transactions and everything was fine again. Not sure what the issue is this time. This happens both when I use the update button on the main screen as well as when I go to a specific account and select "update transactions" from the menu. I just updated to the latest Quicken Windows today but I always update whenever there is an update notice. Hopefully this is on Fidelity's end as the FAQ for this error code suggests, so I will try again later today.