Fidelity dividends and fees not downloading correctly

System
System Member admin
edited November 25 in Download, Add/Update Accounts (Windows)

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Fidelity accounts not updating

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  • BSullivan
    BSullivan Quicken Windows Subscription Member

    After going through the new update process on my Fidelity accounts, when I update all of the accounts there is a issue with downloading dividends and fees. Some are correct, but other transactions are showing up as withdrawls from the account, and in the past the showed up as income or expenses. What's up with this?

  • EvDob
    EvDob Quicken Windows Subscription Member ✭✭✭
    https://community.quicken.com/discussion/comment/20517259#Comment_20517259

    401(k) accounts seem to have problems in this area.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @BSullivan,

    Thank you for reaching out! To help troubleshoot, please provide more information. What type of account are you seeing this happen in (401k, brokerage, etc.)? Is this happening with regular Fidelity accounts, Fidelity NetBenefits accounts, or both? How are the dividends and fees that download incorrectly coming in? If you're willing, please provide screenshots of what you're seeing (make sure to redact any personal information). If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

    Hello @EvDob,

    Thank you for letting us know you're seeing similar behavior with 401k accounts. Are you seeing any issues with fees downloading correctly, or just dividends? What exactly are you seeing?

    I look forward to your replies!

    Quicken Kristina

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  • EvDob
    EvDob Quicken Windows Subscription Member ✭✭✭

    @Quicken Kristina I meant that 401(k) accounts seemed to have the most issues with incorrect transactions on EWC+. I filed a new report today:

    https://community.quicken.com/discussion/7967500/fidelity-ewc-401-k-incorrect-transaction-bought-should-have-been-xout
  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    Thank you for clarifying and providing the link!

    Quicken Kristina

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