Mac Quicken/Fidelity Investments Interface

Sparky8652
Sparky8652 Quicken Mac Subscription Member

I am so frustrated with the Fidelity/Quicken interface. The errors are continuous and seemingly without resolution. I estimate these problems began within the past year. I request that staff be assigned to resolve these issues to make the interface work.

Most recently a bond matured, the register shows that it matured, but did not delete the bond from the account inventory of securities. Subsequently the account value is overstated, the cash is recorded but also the original bond.

Is there a resolution to this issue or has staff been assigned to resolve this problem?

[Edited - Readability]

Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Sparky8652,

    Thank you for reaching out! I'm not seeing any open tickets for the issue you mentioned with a bond maturing, and then being double counted, so it probably has not been reported yet. Is this the first time this issue has happened? If not, does this happen only with bonds? Which specific bonds is this happening with?

    You also mentioned there are multiple issues. What other issues have you been encountering? I can see you reached out in November, but never responded:

    Is that issue still happening, or is it resolved?

    I look forward to your response!

    Quicken Kristina

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