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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. Thanks to @boatnmaniac i finally have dc back with fidelity and it's been working perfectly. Hi everyone, we know some of you have been running into issues with your fidelity accounts in quicken
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Thanks for your patience while we work through these. In quicken®, you can export your investment holdings and account balances, along with 90 days of transaction history for your personal accounts The new fidelity interface has totally screwed up my fidelity accounts
It won't recognize my ira accounts and insists on creating new accounts
It also downloads lots of old transactions on my other accounts which are a pain to delete All of my fidelity accounts are out of balance. Fidelity investments has 2 different financial institution setups for downloading into quicken This is a new connection setup since dec 2023 and it uses the ewc+ connection method.
Fidelity investments fidelity investments dc fidelity investments back up your data file before proceeding Deactivate your fidelity accounts (all of them) on the online services tab of account details Change the tracking method (for each account) from simple to complete on the general tab of account details Do add account and type in and select fidelity investments dc
Let me start with fidelity
I was unable to get the new connectivity to work properly, and when the latest patch for that came out, i applied it and then restored about a week hoping it would fix the problem While i did stop getting dupes, i was not able to get one of my fidelity ira accounts to connect properly.