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Looking for other quicken and fidelity users experience. Today after connecting and downloading transactions i received a msg that fidelity was changing their connection with quicken and a new. Does fidelity work well with quicken? It won't recognize my ira accounts and insists on creating new.
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I discovered that if i open my fidelity account and select update transactions from the actions drop down, it will down load all. Fidelity investments has 2 different financial institution setups for downloading into quicken.