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I just did the fidelity conversion to a new connection method…. at least that's what it's advertised as. Considering moving investment accounts to fidelity. Looking for other quicken and fidelity users experience.
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 … Fidelity - investments & retirement accounts for qwin is to be used for downloading the fidelity visa card transactions, only…and it works well for this credit card. During the authorization of the fidelity accounts, make sure to unselect the hidden account in the list of fidelity accounts to authorize and select the proper account you want to link. 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. Fidelity investments has 2 different financial institution setups for downloading into quicken.
During the authorization of the fidelity accounts, make sure to unselect the hidden account in the list of fidelity accounts to authorize and select the proper account you want to link. 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. 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 …
