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  2. Fidelity Netbenefits not downloading transactions nor error ... -...

    community.quicken.com/discussion/7938382/fidelity-netbenefits-not-downloading...

    Fidelity Netbenefits 401K transaction downloads all "Unidentified Security". This issue is a bug that has been reported to our Development and Product teams for further investigation and resolution. Though we do not currently have an ETA, once a solution is created it will be made available as part of a future release. (CTP-7302)

  3. Fidelity Netbenefits OL-301-A - Quicken

    community.quicken.com/discussion/7805494/fidelity-netbenefits-ol-301-a

    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 .

  4. Fidelity NetBenefits and Quicken Disagree on holdings & Value

    community.quicken.com/discussion/7942086/fidelity-netbenefits-and-quicken...

    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. SSGA Income Fund; a few shares but they both total correctly.

  5. Fidelity NetBenefits -- Wrong amounts showing - Quicken

    community.quicken.com/discussion/7931294/fidelity-netbenefits-wrong-amounts...

    Register. Choose File menu > New Quicken File. Select New Quicken File. Click OK. In the File name field, enter the name of the new file, then click Save. Use a name like " Test File " to tell it apart from your main file. Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the ...

  6. Fidelity NetBenefits (Q Mac) - Quicken

    community.quicken.com/discussion/7931295/fidelity-netbenefits

    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.

  7. Quicken & Fidelity Netbenefits - status

    community.quicken.com/discussion/7931526/quicken-fidelity-netbenefits-status

    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 .

  8. Fidelity NetBenefits (QWIN) - Quicken

    community.quicken.com/discussion/7931095

    After deactivation updates for with Fidelity NetBenefits account I cannot reactivate them. NetBenefits can have 401K account and linked to it brokerage account. On reactivate, I see only linked brokerage account and no 401K itself.

  9. Fidelity NetBenefits - Quicken

    community.quicken.com/discussion/7932615/fidelity-netbenefits

    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 recognize security or the number of shares and details were entered into the Memo field.

  10. Trouble connecting to Fidelity NetBenefits - Quicken

    community.quicken.com/.../7866225/trouble-connecting-to-fidelity-netbenefits

    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 ...

  11. Fidelity NetBenefits shows Zero $0 Balance — Quicken

    community.quicken.com/discussion/7941942/fidelity-netbenefits-shows-zero-0-balance

    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.