Cost Basis from Fidelity Accounts

Knf423
Knf423 Member ✭
edited September 2025 in Investments

It seems like all of my Fidelity accounts have no cost basis when downloaded. I seem to remember seeing a post a couple years ago asking about this, but couldn't find it to see if there was an update. Has Quicken resolved this issue?

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Best Answer

  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    Answer ✓

    Fidelity doesn’t update cost basis in Simplifi. You have to enter it manually. I have to update them monthly more or less.

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

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