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Re: What’s Going On Between Fidelity and Quicken?
Hello @HKB, Thank you for letting us know you're also seeing the issue with incorrect rounding. This issue has already been reported for further investigation and resolution. It is being investi…4 -
Re: zzz-Fidelity Updates
Hello @bmbass, Here is the list of issues that are currently being investigated under CTP-13955: Missing accounts: Investment accounts not shown in the account linking screen, preventing setup or rec…6 -
Re: What’s Going On Between Fidelity and Quicken?
Hello All, We are aware of this issue with Complete not showing as an option for Fidelity accounts connected via Express Web Connect + (EWC+). The issue has been forwarded to the proper channels for …4 -
Re: Two separate AMEX logins but Quicken gets confused
Hello All, To clarify, it is possible to connect two American Express accounts that use separate login credentials in Quicken. To connect the second one, you would need to use the American Express - …1 -
Re: How to record a Roth IRA rollover to another Roth IRA
Thank you for your reply, As @CaliQkn pointed out, it is odd for the tax planner to see capital gains for this kind of transaction. What account type are you using for these Roth IRAs in your Quicken…1
