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Re: Fidelity NetBenefits rollover transactions--Withdraw should be Sold, ContribX should be Xin
I have the same problem doing an after tax 401k to Roth IRA conversion (known colloquially as a "mega backdoor Roth" conversion). It shows up as a withdrawal with no associated shares or sa…1 -
Re: My list of broken Fidelity EWC+ functions
Happy to report that, at least as of the update today, both my brokerage account updated and my 401k updated prices. Fingers crossed this holds!1 -
Re: My list of broken Fidelity EWC+ functions
https://community.quicken.com/discussion/comment/20516317#Comment_20516317 I use Quicken for Windows and always have. I found the other thread incredibly useful to see all of the issues and know how …1 -
Re: My list of broken Fidelity EWC+ functions
My wife and I both have Fidelity accounts under different logins. It's worked for years under Direct Connect. When I went to EWC+ on my account everything mostly worked fine and I was able to li…1 -
Re: What’s Going On Between Fidelity and Quicken?
Did Quicken or Fidelity kill the Direct Connect method? Yesterday one of my Fidelity accounts failed to update and now they're all failing to update. I'm still using the old connection meth…1
