Issue with Fidelity online banking

Lukaku1744
Lukaku1744 Quicken Windows Subscription Member
edited November 8 in Download, Add/Update Accounts (Windows)

I am using Quicken Deluxe for Windows R64.30. Since 9/20 I cannot download transactions from Fidelity anymore and I am forced to input everything manually (many transactions). The main issue is that during the download Quicken performs a price correction (particularly) of one fund erasing all the prices of that fund before a certain date. That is altering all my balances and historical positions. Once that happens the historical prices of that fund cannot be recovered or download again. Contacted multiple times customer support and I have still a ticket open, with absolutely no positive support. All the solutions provided were ineffective and actually made me loose hours and hours of time to recover the right data. The recovering of a backup copy of the system is not as straightforward as Quicken and its technical support think it is. I also sent screen shots of the issue, but the attention that I got was close to zero. I turned off the download from Fidelity, the prices update and the cloud backup during the one step update, in order to continue to use the system. I can update the prices of the stocks/funds only using the update function in the investing tab. That process only update the previous day prices avoiding problems.

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Comments

  • Matthew Boone
    Matthew Boone Quicken Windows Subscription Member ✭✭

    I've been through 2 tiers of technical support Quicken —- nothing clearly said. no clear acknowledgement of the problem with Fidelity. Yet errors continue. I've got all of the download log files, etc - but no one seems interested in seeing them?

    It would be really helpful if Quicken leadership would make a clear and honest statement regarding the problem, and keep everyone updated relative to the problem. The advice being disseminated doesn't work (deactivate all of your accounts and reactivate them) — just creating frustrating busy work for everyone. The lack of clarity and honesty is damaging the brand recongnition of Quicken.

  • Lukaku1744
    Lukaku1744 Quicken Windows Subscription Member

    You are perfectly right. Anyway, through my investor advisor I got in touch with Fidelity channel support. They stated that is clearly an issue with Quicken. They do not have access to Quicken data and therefore all my logs and information are useless to them. They pointed out this notice "Recent updates to Fidelity Accounts" https://www.quicken.com/support/ that Quicken published, even if when you read through it is more related to the core cash fund treatment. Actually the treatment of the core cash fund worked fine at my end.

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