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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. Right after the latest update to qw (r64.30) to handle money market funds like spaax as cash, one fidelity account that happens to be an ira that is fidelity managed and holds multiple fidelity unique funds, no longer downloads transactions. In quicken®, you can export your investment holdings and account balances, along with 90 days of transaction history for your personal accounts
SPAXX vs FZFXX vs FCASH- Best Fidelity Core Position? – Personal
The new fidelity interface has totally screwed up my fidelity accounts It states fidelity has my cash in a money market, but really in the core (cash) position (which does have a behind the scenes mm fund). It won't recognize my ira accounts and insists on creating new accounts
It also downloads lots of old transactions on my other accounts which are a pain to delete
All of my fidelity accounts are out of balance. Fidelity investments has made changes to the way it shares money market/cash transactional information with quicken users on mac and windows. Customers with existing accounts will need to run through the fix it flow or use the add new account flow to reconnect their accounts To be notified of updates as they become available, please click the bookmark ribbon located in the upper right.
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. My workaround to the problem was to uncheck my fidelity account from the one step account list and run a separate update just for the fidelity account.
