Fidelity download and Cash Transition

mark.mennella
mark.mennella Member ✭✭✭
edited November 2025 in Download, Add/Update Accounts (Windows)

Hello,

I have been selecting "remind me Next Time" for Fidelity downloads and everything is working fine, but a couple of months ago it was not pleasant. Is there a way I can continue to do this until you resolve all the issues with the cash/security and all the duplicate transactions?

It appears from the consolidated thread this is an ongoing issue?

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    It looks to me like the Direct Connect downloads from Fidelity were ended last Friday. That was when I made the conversion to EWC+.

    Except for about 20 duplicated transactions (across 6 accounts) I've had no problems with the switch.

    Other's have reported more problems … but why they had them and I didn't isn't apparent. I'm still waiting to see how a dividend paid today downloads.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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