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Re: zzz-Fidelity Updates
I can, unfortunately, confirm that the cash balance issue is still a problem. After a seemingly successful transition to EWC+ 3 days ago, I downloaded my first div/reinvest transaction. It came down …1 -
Re: zzz-Fidelity Updates
I converted my 2 brokerage and 2 IRA accounts this morning and, after a couple of false starts, it's done and looks good. Here's some info, tips and pitfalls to avoid that might help: 1 - M…2 -
Re: Will Merrill Lynch QFX Work After the Mandatory Cutover to EWC+?
@Quicken Kristina Thanks for the quick reply. I haven't tried in a while as I always use OSU, so I don't know what to expect. I see the dialog is still there on the ML site, so I'm ass…1 -
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
https://community.quicken.com/discussion/comment/20509935#Comment_20509935 IF this is true (and I've seen other posts that seem to say the same), then Quicken should postpone the forced cutover …1 -
Re: zzz-Fidelity Updates
@BJB Right now, it will prompt you to migrate to the new connection method, but you can avoid doing that that by pressing the Remind Me Later button in the lower right. After doing that, it will work…2
