Fidelity monthly share sales download with generic info

System
System Member admin
edited December 2 in Download, Add/Update Accounts (Windows)

This discussion was created from comments split from:

Fidelity Transactions not downloading to Quicken Classic on Windows

.

Tagged:

Comments

  • Mark Wagner
    Mark Wagner Quicken Windows Subscription Member, Windows Beta Beta

    While this account is syncing using OSU the monthly share sales for my monthly distribution is still being downloaded as generic withdrawals. I have to manually edit each transaction to enter the correct share sale information. Is this being worked on? This all worked perfectly for years prior to the change to EWC+.

    Quicken Classic Premier (US): R65.17 on Windows 11 Pro

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @Mark Wagner,

    Thank you for sharing your experience.

    I thought I had seen this before, but I am unsure with the information I currently have available to me.

    If you don't mind, can you provide a screenshot of what you are seeing? 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.

    Thank you.

    Quicken Alyssa

    Make sure to sign up for the email digest to see a round up of your top posts.

  • Mark Wagner
    Mark Wagner Quicken Windows Subscription Member, Windows Beta Beta

    @Quicken Alyssa It only happens at the beginning of every month and once I fix all the transactions I have nothing to screenshot for you. If it happens again at the beginning of January I'll screenshot it for you before I fix the transactions. Basically what gets DLed is a individual transaction for each sale but instead of being a sale of shares it is DLed as individual generic withdrawals. The amounts are correct but their is no information as to the security that is being sold or the number of shares.

    Quicken Classic Premier (US): R65.17 on Windows 11 Pro

Categories