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 ...

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 ...

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.

May 17, 2024 · 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 ...

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.

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.

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.

When I went to add it back, Fidelity NetBenefits is a option in "Search for your financial institution", I get a "We couldn't get information about Fidelity NetBenefits" pop-up. It appears that this issue, and the issue with transactions, are known, but I could not find anything from Quicken regarding if or when they are going to fix them.

I have been using Direct Connect with Fidelity Investments literally for decades without issue. I had no idea they ever offered Express Web Connect. I see that there are 2 financial institutions which may come into play. "Fidelity Investments" for your brokerage account and "Fidelity NetBenefits" for the 403(b) account.