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Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
Investment Advisory Fee transactions came down with the wrong mapping again. Memo info appears in the Payee field and is truncated, so account #s are missing (I have all my fees taken from core accou…1 -
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
@jdparker225 I'm seeing exactly what you've described above and I feel the same way. It's inconsistent, but it mirrors how ML handles and displays its transactions. One other thing I…1 -
Re: Fidelity Cash Management Account Continued Issues
@marcaronson408 The "redemption from core account" transactions not downloading is a known bug that surfaced when EWC+ was implemented. Quicken is aware of the problem and has an open ticke…1 -
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
I have 4 Fidelity accounts, 2 brokerage, 2 IRA. I converted them about 6 weeks ago, and it went pretty well. Except for 1 particular transaction type, its been fine ever since. I thought ML was going…1 -
Re: Fidelity EWC+ reinvested month end dividends handled wrong
https://community.quicken.com/discussion/comment/20519841#Comment_20519841 Guess it depends on how you define "core". When I look at my Fidelity account balance online, it currently include…1