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  • New Fidelity connection requirements - Quicken
    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
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    Issue: when I download Fidelity transactions, American Express shares are recorded as shares with "AXP" ticker (correct), but "AMD" description (wrong) I tried to trace this and can report the following When I look at Online Center - Holdings for this account, there are two "AMD" entries: Description = "Advanced Micro Devices Inc", Ticker "AMD"
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    Considering moving investment accounts to Fidelity Looking for other Quicken and Fidelity users experience Does Fidelity work well with Quicken?
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    Receiving OL 294-A when trying to download from Fidelity and from Fidelity NetBenefits started the evening of 2 18 2025 on accounts that worked earlier in the day
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    I have several different accounts with Fidelity, and I am downloading using Direct Connect (Quicken Connect didn't work) I have several problems: first, Quicken is not downloading transactions prior to December 2024
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    Fidelity - Investments Retirement Accounts for QWin is to be used for downloading the Fidelity Visa Card transactions, only…and it works well for this credit card
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    Fidelity Investments has 2 different financial institution setups for downloading into Quicken FIDELITY - INVESTMENTS AND RETIREMENT ACCOUNTS: This is a new connection setup since Dec 2023 and it uses the EWC+ connection method
  • Active Member Login - Montgomery County Employee Retirement Plans
    Active Member Login Employees’ Retirement System For an estimate your retirement benefit: Log on to the County's ePortal with your County username and password (Forgotten your password? Reset your password ) Choose the PeopleSoft Pension Administration option Click on Self Service Click on Benefits Information Click on Pension Estimates Enter the first of the month in which you plan




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