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Re: How to establish a new Direct Connect connection to Fidelity Investments?
@Q97 There are 2 Financial Institution names for Fidelity, "Fidelity Investments" (which supports Direct Connect only) and Fidelity - Investments & Retirement Accounts (which supports E…1 -
Re: Database Question
Never heard such … and my QWin file goes back to 1983.1 -
Re: All my investment transactions since early January 2024 have disappeared--how do I get them back?
@John16 That 1st QEL (Quicken Electronic Link) reference could explain your issue, if you're downloading from the brokerage.1 -
Re: Date on transactions from UBS are way off
OK, for Direct Connect you can look at HELP, Contact Support, Log Files, OFX Log. It's a text file which I'd suggest you save to your desktop to explore. The most recent transactions will b…1 -
Re: Date on transactions from UBS are way off
Which method (Direct Connect, Express Web Connect+, or Web Connect) are you using to download from UBS? The various methods record that which they downloaded into differing files … but examining the …1
