Share Transfer between Fidelity Accounts Mishandled

@Quicken Janean @Quicken Kristina

I'm tagging both of you on this and wonder if any action is being taken to address this issue. It should be easy to confirm and address as I'm certain it will impact anyone who transfers shares instead of cash between accounts. BTW - my brother confirmed to me that this issue also occurs with him on R64.35.

Just a followup: I performed a chat with Jeremy yesterday to attempt to document the problem described in this post. The problem is that I was unaware of the requirements to have this logged as an issue (screenshots, etc). Unfortunately I've manually corrected the issues as I assumed they had been logged and were being worked. I attempted using backups to recreate the issue, unfortunately my old backups will not download these old transactions and when I attempt to Reset the online connection I receive errors. I've been told to wait a while and retry. Well, that didn't work either.

So I decided to do another transfer yesterday so I could document the problem. Fidelity completed the transfer overnight. Unfortunately, this morning Quicken would only download one of the several transactions that occurred yesterday. I chatted with Edward this morning and received the typical response I've been hearing for months now; basically we are aware of multiple problems with Fidelity, we are working on them, and try again later. Sigh.

The community does not know what problems are being worked. Today I was told there is a known issue updating Fidelity HSA accounts. Yeah, I've personally experienced this but it would be nice to know what things we should anticipate problems with so we don't have to waste so much of our time and yours.

@jersey42 Thanks for the feedback. I've heard from a few others that have had the same problem. This morning I finally was able to reset some of my Fidelity accounts so I could redownload from an old backup. I now have redacted screenshots to provide evidence to Fidelity that this is really happening. Now I can waste more time documenting this through a chat with Quicken. I'm thinking with all this wasted time, perhaps I'll stop my subscription when it comes due. The subscription only covers updates and downloads which have been a massive waste of my time this year. I'll continue to manually update Quicken off-line as that will be much less time consuming.

@jersey42 Hope your end of month transactions went better than mine. I updated Saturday Nov 1 and I didn't get hardly anything. Based on my experience if I run a One Step Update and it doesn't download transactions then future online update usually won't get them either, I went ahead and manually entered them all which took a while and reminded me of the old Quicken 3 on Windows 3 experience using the Quicken unique keyboard shortcuts. Then on Sunday Quicken decided to download the Oct 30 & 31 transactions, sigh. So then I had to manually go through them and delete the FDRXX core fund ones that Quicken is still performing wrong and accept the correct matches. At least that exercise proved to me all my manual entries were correct. Like you said massive waste of time and to think we are paying for this torture.

Saturday I even attempted to reset a couple accounts, only to be told that the zzz-Fidelity-DC wasn't working. Yet something else that wasn't coordinated between Quicken & Fidelity. I know this is complex, but this is crazy. Especially knowing they had many problems when they did this with Schwab accounts (at least I don't have any Schwab accounts so just observed that chaos from the sideline). I would have expected they would have been better prepared when doing this with Fidelity. I was wrong, the chaos with Fidelity is at least as bad and probably worse.

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Quicken Classic Deluxe; Ver R64.35, Build 27.1.64.35; Windows 11 Home – Quicken user since the Windows 3 version