fidelity settled cash time - Poursteady Utilities

By now the Fidelity transaction downloading problems are legendary. Random accounts will miss an entire month's worth of transactions and manually entering them might be too much work. I've discovered a work around - assuming this is a one time problem associated with reauthorizing the accounts. You could export the CSV from Fidelity and import it into Quicken - in theory - but getting the ...

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 ...

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.

I’ve spent many, MANY hours trying to resolve the problems downloading data from my accounts at Fidelity Investments into my Quicken account.

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.

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Considering moving investment accounts to Fidelity. Looking for other Quicken and Fidelity users experience. Does Fidelity work well with Quicken?

I don't understand the massive [Removed - Language] that quicken and fidelity have created , which would require me to do a lot of tasks to fix the issues [Removed - Speculation]. I will wait one or two weeks and then push the 1 step update button. If I get garbage again, I will undoubtedly have found another software in those two weeks .

We are aware that some customers attempting to connect accounts from Fidelity Investments in Quicken Classic are encountering FDP-101 or CC-601 (CP_SCRIPT_ERROR) errors.

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