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  • Fidelity not showing accounts - Quicken
    Hi I have Quicken Classic I am able to connect to Fidelity, but it doesn't show the accounts in Quicken afterward Any thoughts on this?
  • cant connect to Fidelity Visa - Quicken
    If you want to connect with Fidelity, instead, you need to use the "Fidelity - Investments Retirement Accounts" setup link This will set up the account with the Express Web Connect+ connection method I set up my Fidelity Visa Card in a test data file with this financial institution a couple of weeks ago and so far it has been working well
  • Odd Fidelity transactions cover short sale (CvrShrt).
    We are getting reports of Fidelity account owners getting incorrectly classified cash core money market activity as Cover Short Sale (CvrShrt CvrShrtX) transactions These downloads appear after One Step Update and affect multiple Fidelity account types (investment accounts, IRAs, and CMA accounts)
  • Fidelity Investments - Download issues - Quicken
    I’ve spent many, MANY hours trying to resolve the problems downloading data from my accounts at Fidelity Investments into my Quicken account I’ve deactivated, reactivated the accounts, linked them as required, etc , ad nauseam for months now I’ve worked with your community people who are very competent and have provided…
  • zzz-Fidelity Updates - Quicken
    This morning zzz- appeared before Fidelity Investments when updating Anyone know why they added zzz?
  • Fidelity FDRXX not being recognized - Quicken
    Fidelity is also the custodian of the assets Fidelity recently changed their core sweep account to FCASH (previously it was FDRXX) Now, the issue is that FDRXX is not being recognized in their account in Quicken (it does not show up) Are you working with Fidelity to resolve this issue? Thanks!
  • UPDATED 5 6 26 Fidelity Updates - Quicken
    Hi everyone, We know some of you have been running into issues with your Fidelity accounts in Quicken Thanks for your patience while we work through these Below is the latest update on what’s happening, what’s fixed, and what you can do in the meantime Fixed or Being Released * Duplicate Transactions (Windows) –Some…
  • Problem downloading Fidelity account - Quicken
    Since the last Quicken update on my MAC, I have been unable to reconcile my Fidelity core account within Quicken Classic Deluxe I called Quicken and Fidelity to resolve the issue and they said an update would be generated when the issue was resolved I have not seen any update on the "Alerts" section Any status?


















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