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Considering moving investment accounts to fidelity. Fidelity investments has 2 different financial institution setups for downloading into quicken. Does fidelity work well with quicken? It won't recognize my ira accounts and insists on creating new. Today after connecting and downloading transactions i received a msg that fidelity was changing their connection with quicken and a new. The new fidelity interface has totally screwed up my fidelity accounts. I discovered that if i open my fidelity account and select update transactions from the actions drop down, it will down load all. Looking for other quicken and fidelity users experience.
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I discovered that if i open my fidelity account and select update transactions from the actions drop down, it will down load all. The new fidelity interface has totally screwed up my fidelity accounts. Looking for other quicken and fidelity users experience. Today after connecting and downloading transactions i received a msg that fidelity was changing their connection with quicken.
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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. It won't recognize my ira accounts and insists on creating new. Fidelity investments has 2 different financial institution setups for downloading into quicken. I discovered that if i open my fidelity account and select update transactions from the actions drop down, it will down load all.
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