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Re: Where is the Quicken Team Response on Fidelity?!
So far, all we have is this Alert and a request that anyone who is having problems use the Help > Report a Problem link to send a report with a sanitized data file and their logs. https://communit…0 -
Re: Merrill Lynch and Fidelity and EWC+, OH MY! (We're not in Kansas anymore, Toto)
That looks like a good letter. You might also include links to the main discussion threads, so the account execs can get a flavor for the issues and dissatisfaction that have arisen. Here are example…1 -
Re: Revisitng-IRA Distribution from my JPM IRA Account
You should not have a Category in the IRA, it should show as a WithdrawX with the taxable account as the destination. If you go to the Account Details for the IRA, click on Tax Schedule and set Trans…1 -
Re: Pension Check
You can use the Wizard if you want, but I think it is more complicated than what people need for Social Security and pension payments. Also the Wizard has introduced more than its share of problems o…1 -
Re: zzz-Fidelity Updates
What other functionality is diminished as a result of going with EWC+ and "simple investing"? Here is the warning message that is displayed when you switch from Complete to Simple mode. It …2
