Kudos on Fidelity CMA improvements

CousinBruce
CousinBruce Quicken Mac Subscription Member ✭✭
edited 8:21AM in Download, Add/Update Accounts (Mac)

Just wanted to say thanks for working on Fidelity syncing. This morning I synced my CMA and, to my surprise, everything was recorded exactly as it should be. The "redemption from MM" transactions appeared as credits and Quicken even merged a dividend payment/reinvest pair into a single entry. The only thing I had to do was merge a bill payment that was slightly different than the normal amount. Fantastic!

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @CousinBruce,

    Thank you for sharing your experience and providing some positive feedback! It is always nice to get!

    If you do need help in the future, you know where to find us.

    Thanks again!

    Quicken Alyssa

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