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  2. Fidelity Netbenefits not downloading transactions nor error ... -...

    community.quicken.com/discussion/7938382/fidelity-netbenefits-not-downloading...

    Fidelity Netbenefits 401K transaction downloads all "Unidentified Security". This issue is a bug that has been reported to our Development and Product teams for further investigation and resolution. Though we do not currently have an ETA, once a solution is created it will be made available as part of a future release. (CTP-7302)

  3. Fidelity NetBenefits and Quicken Disagree on holdings & Value

    community.quicken.com/discussion/7942086/fidelity-netbenefits-and-quicken...

    The current problem is a difference in total value between Quicken and Fidelity. I've noted these specific differences. Fidelity shows SSGA Income Fund values, but Quicken split the total value into two holdings: State Street Income; the most shares. SSGA Income Fund; a few shares but they both total correctly.

  4. Fidelity NetBenefits (QWIN) - Quicken

    community.quicken.com/discussion/7931095

    After deactivation updates for with Fidelity NetBenefits account I cannot reactivate them. NetBenefits can have 401K account and linked to it brokerage account. On reactivate, I see only linked brokerage account and no 401K itself.

  5. Fidelity Netbenefits OL-301-A - Quicken

    community.quicken.com/discussion/7805494/fidelity-netbenefits-ol-301-a

    After this morning's update release R14.27 to Q18, the Fidelity Netbenefits issue still exists for me. Second the above- deja vu all over again from last fall- even adding the BLNK to the acct numbers- supposedly fidelity was working on their back end and we lost netbenefits downloading at that time .

  6. Fidelity NetBenefits: Download Issues - Quicken

    community.quicken.com/discussion/7937580/fidelity-netbenefits-download-issues

    Quicken is doubling the balance of all of my Fidelity accounts, both Investments and NetBenefits. Every download they update the stock price, and then add a CASH balance that is equal to the value of the holdings. It is a nightmare. I have used this platform for decades, and I am so disappointed that this is happening.

  7. Fidelity NetBenefits (Q Mac) - Quicken

    community.quicken.com/discussion/7931295/fidelity-netbenefits

    Fidelity NetBenefits (Q Mac) I've seen other posts where Quicken users are having connection issues with Fidelity NetBenefits starting in early March 2023. My issue is different: When I connect, the balances that are displayed in Quicken are different (less) than what I see when logged in to Fidelity directly. This is by about half.

  8. Fidelity 401K cash balance duplicating my worth - Quicken

    community.quicken.com/discussion/7905125/fidelity-401k-cash-balance...

    Fidelity 401K cash balance duplicating my worth. jenlcb Quicken Windows Other Member. January 2022 edited March 2023. Using Quicken Deluxe Window 10 Home, my Fidelity NetBenefits 401K accounts are both showing a "cash balance" that equals the balance - effectively showing me a doubled account balance.

  9. Fidelity Net Benefits cash balance. - Quicken

    community.quicken.com/discussion/7910953/fidelity-net-benefits-cash-balance

    Fidelity Net Benefits cash balance. When I originally set up my 401k from Fidelity I had set it up doing a complete download. However, I find that to better track the performance of the fund the simple download screen shows a lot more data and history. But, since I have switched to the simple download, every morning when I do an update of the ...

  10. Fidelity NetBenefits (QWIN) - Page 9 - Quicken

    community.quicken.com/discussion/7931095/fidelity-netbenefits-qwin/p9

    My netbenefits stopped downloading this week. I have been using quicken since 1995 and with all the recent issues I am considering cancelling my subscribution. However, I don't think this is 100% on quicken because I have Ameriprise total view and that system has had trouble downloading from fidelity netbenefits for the past month, I finally ...

  11. How to add Fidelity Investments in Mac version — Quicken

    community.quicken.com/discussion/7858513/how-to-add-fidelity-investments-in...

    I saw this question & tried the suggested fix. I'm trying to add accounts for Fidelity, but it isn't working. I chose Fidelity Investments Mac, put in my web credentials (which the poster on another thread said worked for them), but it isn't working. I have Fidelity through my work & set it up with Fidelity NetBenefits, which works fine.