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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. Considering moving investment accounts to fidelity. Looking for other quicken and fidelity users experience.
I have one fidelity account which has both a fidelity netbenifits 403b account and a fidelity investments brokerage account. I just did the fidelity conversion to a new connection method…. at least that's what it's advertised as. 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 … The new fidelity interface has totally screwed up my fidelity accounts. It won't recognize my ira accounts and insists on creating new accounts.
This is a new connection setup since dec 2023 … 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.