Fidelity Donor Advised Fund and Quicken

gsquaredmarg
gsquaredmarg Quicken Windows Subscription Member ✭✭

Looking for insights from the Mods or anyone with experience downloading from the Fidelity Donor Advised Fund to Quicken. Posting in r/FidelityInvestments Mods advised "Based on the details you've shared, our team would like to investigate this further. To do this, we suggest opening a ticket directly with Quicken. Opening the ticket with them will open one with Fidelity, which our team can use to investigate in detail."

I had never known that it was an option until I recently reauthorized Fidelity in Quicken using the EWC+ connection.** I saw my DAF listed as an option so decided to try it. In doing so, I received downloads of my valid grants over the past few months. I also received downloads of ~10 stray "grants" with small dollar amounts and odd cents - not duplicates, but numbers I have never donated via the DAF. There was also no update on the value of my DAF - it remained unchanged since my last reconciliation from my 6/30/25 statement.

  1. Any ideas as to what these stray "grants" represent?
  2. The investments in the DAF are proprietary with no tickers listed on the Charitable website. Are there tickers that can be used to ensure DAF value remains updated? Other means of ensuring updated value of the DAF?

TIA

** My conversion to EWC+ went smooth!

Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @gsquaredmarg,

    Thank you for reaching out! I'm glad to hear the Express Web Connect + (EWC+) conversion went smoothly!

    To clarify, are you trying to start a support ticket? If so, you will need to contact Quicken Support directly via phone or chat. Quicken Support's contact information can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday. Chat Support support is available from 5:00 am PT to 5:00 pm PT, 7 days a week.

    Thank you!

    Quicken Kristina

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