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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 Fidelity - Investments Retirement Accounts for QWin is to be used for downloading the Fidelity Visa Card transactions, only…and it works well for this credit card
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"
Fidelity Account Name Changes — Quicken Mac: Fidelity Investments (formerly Fidelity – Investments Retirement) Quicken Mac users can also see all of their investment and their credit card account together with the Fidelity Investments bid, but this only supports Simple Investing
Cannot Download From Fidelity - Quicken Staring around 9 12, I can no longer download transactions from Fidelity (only Fidelity - all other accounts download just fine)