Fidelity balance update

dkirin
dkirin Quicken Windows Subscription Member
in Errors and Troubleshooting (Windows)

Since Fidelity-Quicken transactions are not working or reliable, is there any way to connect that will allow market balance updates without downloading transactions? I can manually enter my few transactions but would like to see a current market balance for each item.

Answers

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

    My downloads from Fidelity are very reliable, so what specific problems are you having?

    Are you getting any error codes or messages? And, when you do TOOLS, Account List, what shows in the Transaction Download, Last Download and Financial Institution columns across from your Fidelity account(s)?

    Also, which Q product are you running, what RELEASE of that product and what's your "Subscription Valid thru" date? This info is at HELP, About Quicken.

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

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @dkirin,

    We haven't heard back from you in a while. Do you still need assistance?
    If so, could you please provide the answers to @NotACPA's questions?

    Check back and let us know! Thank you.

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

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Checking in once more before this thread is closed.
    Let us know if you still need assistance.

    Thank you!

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

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Due to the lack of response, I went ahead and closed this post.

    If you still require assistance, please feel free to start a new post.

    Thank you!

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

This discussion has been closed.

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