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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.
My original issue relates specifically to the Fidelity Netbenefits Institution not downloading transactions. Bob Kelley and SB reference Fidelity but not Fidelity NetBenefits, which is a separate FI. Not sure which FI Ticket #10350672/CTP-7212 refers to.
Fidelity NetBenefits. Mparker7 Quicken Mac Subscription Member . April 2023 edited May 2023. I continue to experience issues with downloads from Fidelity Net Benefits from my 401K accounts. I think this is related to the doubling security issue (Ticket #10099840). Still, on my most recent transactions from 3/31/23, the transactions didn't ...
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.
I would be way more patient with these problems if we had regular status and progress updates from Quicken. In case Quicken is listening, Fidelity NetBenefits says to call this number 😉. If you need assistance importing your Fidelity NetBenefits® account information, call 800-581-5800. Tommy Quicken Windows Subscription Member .
I've been having problems with this account for some time. I've removed and reinstalled twice. 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
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.
Trouble connecting to Fidelity NetBenefits. Starting the new year fresh with a new Quicken 2017 instance on Windows 10. Have no problem adding accounts for online access until I try to add my 401K from Fidelity. I choose Fidelity NetBenefits, enter username/password I use on their website but get the "Your financial institution has rejected ...
Here is a transaction from a QFX file, you can get the same kind of information from Quicken's OFX log file after doing a download from Fidelity: Now farther down there is sort the "summary" section and in that section is the security list. I have put a part of it below:
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 .