New Fidelity connection requirements - Quicken Today after connecting and downloading transactions I received a msg that Fidelity was changing their connection with Quicken and a new connection needed to be updated
Fidelity Investments — Quicken Is anyone out there able to download from Fidelity Investments to an up to date Quicken Classic? If so, how did you do it?
Fidelity Investments Transaction Downloads - Quicken Fidelity Investments has 2 different financial institution setups for downloading into Quicken FIDELITY - INVESTMENTS AND RETIREMENT ACCOUNTS: This is a new connection setup since Dec 2023 and it uses the EWC+ connection method
Security Mismatch Between Fidelity Download and Quicken (new) Issue: when I download Fidelity transactions, American Express shares are recorded as shares with "AXP" ticker (correct), but "AMD" description (wrong) I tried to trace this and can report the following When I look at Online Center - Holdings for this account, there are two "AMD" entries: Description = "Advanced Micro Devices Inc", Ticker "AMD"