Dec 13, 2023 · 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 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.

Jan 2, 2025 · Start with your Fidelity accounts to see if the download works properly. If so, proceed to your other accounts and set up the download connections for them again. One thing you might want to do before you start setting up new download connections for your Spending accounts (checking, savings, credit card, etc.) is to enter and save the Opening ...

I 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.

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 ...

Dec 8, 2024 · 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.

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.

I also had to re-create some monthly bill payments that were deleted when I deleted the Fidelity account. After about 30 minutes, the account balances in the register and sidebar are once again different, with not clear reason as to why. Note again that the balance in the register is correct and reflects the balance reported by Fidelity.

I have a Fidelity NetBenefits 401(k) and a newly created Fidelity HSA account. I created an account in Quicken for the 401(k) a long time ago and have no issues with downloading transactions. Today I tried to add the HSA Checking account to Quicken, but it doesn't appear as an available account when connecting with my Fidelity NetBenefits ...

Nov 21, 2024 · For those of you, dealing with Fidelity Benefits downloads doubling the cash value of your accounts in simple mode. There is a work around after the download that's working for me. Highlight the account in the account screen.