Fidelity accounts holdings messed up this morning (edited)

SRC54
SRC54 Superuser ✭✭✭✭✭

Woke up to Fidelity accounts holdings messed up, some gone and amounts wrong once again. Same in Quicken Classic; perhaps even worse in Classic. This now happens all the time; probably will fix itself in 24 hours.

Posting so others won't panic. This is all on Fidelity. Fidelity Stinks if you want reliable downloads. For those of you thinking of opening a Fidelity account, beware. It will do no good to complain to Fidelity. They tell you to use their web site. I expect that sooner or later they will drop downloads altogether.

Seriously considering making all my Fidelity accounts manual. At least then I am in CONTROL of my holdings, prices, transactions, etc, which is what I like.

Edit: My first attempt at resetting didn't work, but I tried again a few minutes ago and Fidelity has fixed it. I have to re-enter all the cost bases. There's a long thread on this over at the Quicken Classic forum. LOL. I imagine for the Fidelity users, that the next update will fix everything. If not, reset Fidelity in Settings:Accounts.

Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @SRC54, thanks for letting us know!

    If other users reach out about this, we will be sure to share this post with them to help them resolve things. 🙂

    -Coach Natalie