Fidelity Option Contracts

Long post…I apologize.

The change from DC to EWC has caused many issues. MY biggest concern is the incorrect downloading of option sales. They currently download with a category of "sold" that requires me to manually accept each one. I trade 100+ option contracts a week. Which means I have to hit accept 100 times. Each time I do this, it takes 15-20 seconds to load the accept. Then once it shows up on the register, I have to edit from sold to ShrtSell for each one. Another 10-15 seconds. Prior to the EWC change, this would have a category of ShrtSell (as it should) and would end up on the register when I accepted download transactions. Now I have to modify each option sale twice. You can do the math to understand how long that takes.

Also, prior to EWC, when an option expired, it would download as "add" and I would have to go into each one and modify it to "CvrShrt" for each one. Time-consuming, yes, but I only had to modify each transaction once. Now under EWC expired option contracts download as CvrShrt and I don't have to do anything (yes)!

So one thing was fixed, and another was broken severely.

@Quicken Anja @Quicken Kristina Please don't send me to support. I've called twice, and each time I get: Yes, we're aware of many issues with the Fidelity migration, and someone is "probably" working on it.

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