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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 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 Investment Mismatches After Updating - Quicken Fidelity Investment Mismatches After Updating pschueler89 Quicken Windows Subscription Member June 25 edited June 25 I have an ongoing Fidelity Account issue that I have to correct manually to correctly match Fidelity online balances:
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 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
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