Re: Fidelity balance errors

On 1/29/2024 1:08 PM, JohnSmith wrote:
> Hi,
> 
> I've got two Fidelity IRA accounts that have the incorrect balance in
> Quicken.  I do not know why this happened - but I would like to attempt
> to delete (clear?) the accounts and redownload the data (from scratch?).
> 
> Any guidance on how to proceed?
> 
> TIA

You might (just might!) consider simply adjusting the opening balance of 
the account to force a correct ending balance if you can not download 
all your data.  This is a brute force method, and all balances up to the 
current balance might not be correct, but at least all your transactions 
will still be intact in the Q account.

Not the best solution, but something to think about.

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Regards -

- Andrew