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Bookmark or Share- Fidelity Investments Transaction Downloads - QuickenFidelity 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 not downloading transactions (no error message)At the top of your Fidelity accounts (excluding any "Show Cash in a checking account" types) what shows as the "Last Downloaded" info under the account name? Unless the info for all of your Fidelity accounts is identical, please respond on an account-by-account basis.
- Fidelity NetBenefits shows Zero $0 Balance — QuickenI have a quicken file with two dozen accounts, including two Fidelity NetBenefits 403b/401a accounts from Fidelity NetBenefits/401k.com. Recently when I updated the accounts, these two fidelity accounts' balances changed to $0, which is incorrect. Details: Market value shows $0 in the ledger and top right of the account window.
- Fidelity 401K cash balance duplicating my worth - QuickenI deleted my old Fidelity Netbenefits account since I'm only concerned about their sitting balance at this point, re-added the account, and all looked well. Then like everyone else here, once I sync'd up my balance is now exactly double the value of my index funds' share value, all due to a -Cash- entry that is the same amount.
- New Fidelity connection requirements - Quickenwhat 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 ...
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