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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
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
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
What’s Going On Between Fidelity and Quicken? — Quicken I called Fidelity and they didn't seem to know anything about this, had to show them the webpage And when I called Quicken, they didn't know anything about the Fidelity security upgrade There seems to be a lack of coordination between Quicken and Fidelity (also other institutions) — encountered same problem of no downloads with Schwab
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
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 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
FIDELITY INVESTMENTS - NOT UPDATING - Quicken No, DC alone is not the problem Per the posted Alert there are at least some FIs that offer both DC and EWC+ (which Fidelity Investments does indeed support now via the Fidelity - Investments Retirement Accounts FI… not sure about Fidelity Net Benefits) and when DC is deactivated the DC connection cannot be reestablished