Problems with Fidelity and Vanguard dividend updates

System
System Administrator admin
edited September 5 in Adding and Updating Accounts

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  • GMS4QS
    GMS4QS Member

    I’m having similar updating problems with Fidelity and Vanguard dividend updates. Account balances are correct. Fidelity dividend update is erratic, some months picking up nothing, other months picking up dividends on 2-3 funds. Have not managed to get and dividend updates from my Vanguard brokerage accounts.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @GMS4QS,

    Thanks for reaching out! To better understand the situation, I think we will need screenshots. If you can provide those, that would be helpful to further troubleshoot. I would also see if establishing a fresh connection by making the account manual and re-linking to see if that fixes the current issue. The instructions to do that are:

    • Make all of the accounts with the bank manual by following the steps here.
    • Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
    • If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

    Let us know!

    -Coach Jon

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