It seems there has been a recent change with how Fidelity handles cash with downloaded transactions in investment/brokerage accounts.
If you are trading options contracts, you should make it a point to understand cash-settled options. Cash-settled options settle on cash payment at expiration, as seen with index options. Seems simple ...
I’ve spent many, MANY hours trying to resolve the problems downloading data from my accounts at Fidelity Investments into my Quicken account.
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.
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.
Did the new Fidelity re-authorization this morning. Now my two Fidelity accounts (IRA and brokerage) show "0" balance. Using the "Simple - Positions Only" tracking method. Finanical Institution is "Fidelity Investments". I cannot find a DC option when choosing a financial institution. Changing tracking method to "Complete - Positions and Transactions" does not help. I've deleted the accounts ...
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 and it uses the EWC+ connection method. It also supports only Simple Investing which has not account register and instead has a dashboard.
Fidelity Investments has removed FIVFX and put its former assets into FICQX. Both mutual funds appear to be named FIDELITY INTL CAP APPRECIATION FUND.
Fidelity mutual fund merger has me confused how to enter into QWin