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 …

Lately the sync with Fidelity has been working, and then today, it did not. I did find that creating an new file just for Fidelity accounts resolved the matter. But then you can't transfer funds back …

The value is wrong in Quicken and has been since they introduced the "upgraded connection" to Fidelity. Because of how Quicken made the Fidelity connection work, it is not possible within …

Mar 29, 2025 · From the information you provided it does appear that Fidelity Investments in Add Account is the correct FI to be selecting. Does your login PW for Fidelity.com include any of …

Jun 6, 2025 · I called Fidelity and they didn't seem to know anything about this, had to show them the webpage. And when I called Quicken, they didn't know anything about the Fidelity security …

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 …

Apr 1, 2025 · I am having a Fidelity issue as well. Noticed my Quicken balance was about $75k short as compared to online Fidelity. I see that my SPAXX holdings are not showing. I noticed …

Feb 18, 2025 · Receiving OL 294-A when trying to download from Fidelity and from Fidelity NetBenefits. started the evening of 2/18/2025 on accounts that worked earlier in the day.

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 …

Fidelity Investments has 2 different financial institution setups for downloading into Quicken. FIDELITY - INVESTMENTS AND RETIREMENT ACCOUNTS: This is a new connection setup …