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New Fidelity connection requirements - Quicken what I did was when in the sidebar, I went into the fidelity 1) account(s) settings 2) downloads tab 3) change connection 4) search fidelity 5) choose 'fidelity investment mac' it helped to have my fidelity account open on the side to verify the accounts w the numbers and balances once I reconnected quicken with fidelity I had to go back and
Trouble downloading transactions from Fidelity - Page 2 Lately the sync with Fidelity has been working, and then today, it did not I did find that creating an new file just for Fidelity accounts resolved the matter But then you can't transfer funds back and forth to from your Fidelity accounts and other accounts, and you lose your pricing history, etc Hopefully, one day Fidelity will resolve the
Fidelity Rewards Visa — Quicken The Fidelity Rewards Visa continues to be a problem complicated by the lack of knowledge provided to technical support They don't know if the card should use Fidelity MAC, Fidelity Investment and Retirement or Elan Financial I have spent endless time on the phone trying to figure out what connections work
Experience using Quicken with Fidelity investment accounts If your account is instead connected via Fidelity - Investments Retirement Accounts then, yes, that connection supports only Simple Tracking Another thing regarding Simple vs Complete Tracking when adding a new investment account to Quicken: Go to Edit > Preferences > Investments > make sure the box is unchecked for Default to Simple
Cannot Download From Fidelity - Quicken After I re-established the link to Fidelity, I added the 2 accounts a new accounts instead of re-linking to the deactivated accounts After doing this, I still had to go back and correct the transactions to reflect the new account
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 It also supports only Simple Investing which has not account register and instead has a dashboard
Fidelity Investments Direct Connect Issue - Quicken I have been using Direct Connect with Fidelity Investments literally for decades without issue I had no idea they ever offered Express Web Connect I see that there are 2 financial institutions which may come into play "Fidelity Investments" for your brokerage account and "Fidelity NetBenefits" for the 403(b) account
cant connect to Fidelity Visa — Quicken If you want to connect with Fidelity, instead, you need to use the "Fidelity - Investments Retirement Accounts" setup link This will set up the account with the Express Web Connect+ connection method I set up my Fidelity Visa Card in a test data file with this financial institution a couple of weeks ago and so far it has been working well
Fidelity Netbenefits not downloading transactions nor error message . . . It appears the Fidelity proprietary funds (e g FID 500 INDEX), but external funds (like Vanguard) are downloaded correctly The Fidelity funds come through as "Unknown Security", although the memo field does contain the security name