Fidelity Reinvestment Transactions

Yep. Happens all the time, in all accounts.

I just edit the transactions before I save them.

db

What is the chance of getting Fidelity to change their program that creates the transaction?

Don't hold your breath.

I've complained about this for years ... to no effect ... and I'm a "Private Client" customer.

If you're looking for a soapbox, however, how about going after something significant? Like Fido's practice of NOT adding reinvestments to the cost basis of positions held in retirement accounts -- as they already do in taxable accounts?

db

How about problems with downloading ANY transactions between 12/12 and (about ) 12/19? I got one transaction downloaded in my IRA that day and nothing in my brokerage account. The transactions are posted online in my account, and Fidelity suggests it's a Quicken problem, perhaps a corrupted file. I download every day and nothing more came thru so I eventualy put the transactions in manually. Anyone else ever have this problem, with Fidelity or other brokerage?

I have had no problem with my brokerage accounts, but today my husband's IRA account did not download a transaction that I know that he had. Quicken says that the ID or password was rejected by the financial institution. However, I made no changes in those and my husband is able to access this account on Fidelity Active Trader Pro using the same ID and password. I did not have a chance to call Fidelity today, but will do so tomorrow and see what they say.

Caryl

Caryl wrote in news:b958a818-5daf-4098-a561- snipped-for-privacy@17g2000vbf.googlegroups.com:

It seems I am having problems analogous to this more and more often, but with a hitch: I usually do a global One Step Update (OSU) when I start up Quicken in the morning. To check up on "individual" accounts - especially Chase accounts - I then do an "update accounts" from one of my Chase accounts. Often the global download doesn't download transactions, and then the download from within a Chase account does. This should be using the same passwords in the same password vault as the global OSU. I can't figure this out ...

Of course I also look on the website of the most often used FI's to get those transactions that were recorded by the FI but not yet trnsmitted to the Quicken-connected server(s).

I called Fidelity today about this and I have to admit that Quicken was correct: his ID has changed. He had to take money out of his IRA account and needed to talk to Fidelity about it, so called them a couple of days ago and the rep convinced him to change his ID from his social security number to something else. So once I changed his ID on his IRA account on Quicken I had no more problems downloading the new transaction.

Caryl