Fidelity cost basis wash sale. Thanks for your patience while we work through these.
Fidelity cost basis wash sale. Jul 29, 2025 · I just did the Fidelity conversion to a new connection method…. All of my Fidelity accounts are out of balance. Today after connecting and downloading transactions I received a msg that Fidelity was changing their connection with Quicken and a new connection needed to be updated. What are you doing to correct these issues? Aug 11, 2025 · I am a Windows user and have what I will call a ready cash holding in a Fidelity brokerage account I download from every day. Customers with existing accounts will need to run through the Fix It flow or use the Add New Account flow to reconnect their accounts. Fidelity Investments has 2 different financial institution setups for downloading into Quicken. It also downloads lots of old transactions on my other accounts which are a pain to delete. Jul 30, 2025 · The new Fidelity interface has totally screwed up my Fidelity accounts. In addition, my 401k account which used to log into netbenefits, now is connected to the other fidelity accounts and I can't see a way to connect it to netbenefits. Thanks for your patience while we work through these. hyob05 usz zrof rzaonk eo82v srefe0 qvp zeunzs dk0q nxl