Fidelity acct no longer has Quicken format option

ps56k

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Jul 20, 2015, 10:11:20 PM7/20/15

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Fidelity accounts no longer have Quicken download format option

I just noticed that all my Fidelity IRA accounts have not downloaded
transactions since May 2015 -
even the monthly Fidelity Total Bond mutual fund.

I just went to the Fidelity website, logged into my account,
and saw there was activity/history for the bond fund : $113 for 6/30...
but it never downloaded.

I then wanted to manually download the transactions,
and clicking on the download icon/link only yields an immediate prompt
for the saving the CSV formatted file -
there is NO Quicken choice - ?

My normal Quicken 2015 One Step Update never reported any errors of any
kind on these accounts,
and looking at the Account Details it shows Last Transaction 5/29 with a
Last Reconcile and Last Download of 7/18....

Also - the balance is wrong - by the difference of the never downloaded
transaction - but the "downloaded balance" is also wrong as the
reconcile is ZERO.

John Carter

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Jul 26, 2015, 1:55:48 AM7/26/15

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ps56k <pschuman_...@interserv.com> wrote in
news:mok9ld$amq$1...@dont-email.me:

Not sure what type of account you have, but I just did OSU and
got transactions for two Fidelity accounts - a brokerage account and a
"Smart cash" account. (7/25/2015).

John Carter

danbrown

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Jul 26, 2015, 4:51:01 PM7/26/15

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I have multiple accounts, both taxable and IRA at Fido. I've used Q for 25 years, and Fidelity for even longer ... and I've NEVER seen a "download" button available for any Fido account. They're Direct Connect ONLY.

John Carter

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Jul 26, 2015, 10:46:46 PM7/26/15

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danbrown <db3...@yahoo.com> wrote in
news:237ae47d-5b70-4e52...@googlegroups.com:

I think I know what the OP was doing. I think he went to the place
where you can download the HISTORY. I have done this a few times to
do some checking for errors - it was easier to d/l them, put in an
Excel spreadsheet, or just print them, and use the print out to go
through my Quicken list of transactions for that account. As far as
I can remember, there was never a Quicken format as a download
option here.

To the OP - is this what you wanted to do, except you thought rthe
D/l format, if in Quicken format, could just be somehow merged into
Quicken without you having to manually enter the missing
transactions?

Live Support

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Aug 18, 2015, 1:46:45 PM8/18/15

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Why this is marked as abuse? It has been marked as abuse.

Report not abuse

Quicken & Quickbooks Support Number 1877 980 4312

danbrown

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Aug 18, 2015, 4:05:56 PM8/18/15

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The OP is a "SuperUser" on QLC. If he doesn't know the difference between an Excel download and a Q download then he should resign as a SuperUser.

Tod

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Aug 18, 2015, 10:09:35 PM8/18/15

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On Tuesday, August 18, 2015 at 12:46:45 PM UTC-5, Live Support wrote:
> Quicken & Quickbooks Support Number 1877 980 4312

That number is NOT Intuit technical support for Quicken. Rather it is a third-party service that may charge large fees based on scare tactics.

danbrown

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Aug 19, 2015, 6:59:36 PM8/19/15

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IF one is lucky, they'll only lose money. They might also be infested with malware, have their data stolen, etc, etc.

CAVEAT EMPTOR.