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When with a prior employer, I set up a 401k account in QW as Account Type = Checking (yes, I know now this was not appropriate). It is a 401k account with Fidelity NetBenefits. This Q account contains over 300 entries that came from years of 2x month repeating paychecks. These entries end in 2014 when employment stopped.
Hi again @Klancey7, Okay, the fix for your original problem is fairly easy. Simply open up the account register for the 401k plan, then "right-click" on the first entry dated 10/16/2022 - which has "Xln" in the "Action" column - and select "Delete".
The Fidelity Net Bennefits first started to fail for me yesterday and again today. I have 2 accounts with Fidelity and only one of them is failing for the OL-220A. I submitted a Problem Report both days. I have no problem logging in to fidelity directly.----
So I lost all my online-banking setup, and had to rebuild. All of it is fine, but I can't figure out how to connect to my Fidelity Net Benefits HSA account. I have successfully connected to my Fidelity Net benefits 401K, and in my OLD Quicken file I had connected it to both the 401K and HSA, but now can't figure out how to do that.
My fidelity 401k has three funds, but only one appears in the portflio view. When I delete the account and try to add it again, in the account selection dialog, the balance is correct, but once it's imported and in the accounts list only one fund is shown.
When I called Fidelity Net Benefits a few weeks ago, the took about 4- 5 days and came back that this was a Quicken issue. I was specific on how the CUSPID was being mangled. If it is indeed a Fidelity root cause, then Quicken should document the official open issue with additional information.
I have a quicken file with two dozen accounts, including two Fidelity NetBenefits 403b/401a accounts from Fidelity NetBenefits/401k.com. Recently when I updated the accounts, these two fidelity accounts' balances changed to $0, which is incorrect. Details: Market value shows $0 in the ledger and top right of the account window.
Quicken seems to be downloading my Fidelity 401K transactions now, but I have a different problem. Quicken seems to be randomly adding a "remove shares" transaction for some of my securities, so the portfolio view only lists some of the items in the portfolio showing a drastically reduced total value.
Interestingly, the FidelityNet Benefits 401(k) that I'm tracking has four domestic mutual funds and one international bond mutual fund. The bond fund has been accurately reflected, but the domestic funds haven't appeared since early July?
The basic but unhelpful answer is that the amount in the 401k is shown as both a Securities Value (the real value) AND an identical amount of Cash Balance (which is actually $0 in Fidelity). Home › Quicken Classic for Windows