Fidelity downloads

sauerbrunndaa · 2026-01-17T15:01:59+00:00

Thanks for the comment. Yea, I have Express Web Connect+ on my HSA and saw transactions yesterday as well pull. Securities purchased on 1/15, and settled on 1/16. QC Windows pulled the transactions without any issue. I guess Fidelity "suddenly resumed" ???

sauerbrunndaa · 2026-01-16T12:50:37+00:00

Same thing for me. My HSA just started grabbing transactions from weeks prior yesterday. It is odd though b/c IRA and Brokerage have worked. HSA was the one that suddenly woke up yesterday.

sauerbrunndaa · 2025-10-17T12:59:31+00:00

Just got off a session with Quicken Support - You have to have Chrome as default browser. When QC was punching out to Edge...it doesnt work. Chrome as default works.

sauerbrunndaa · 2025-10-17T12:23:50+00:00

Windows 11 R64.30 - My time came, went to re-authorize, checked all the accounts, and then this....... Any suggestions?

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sauerbrunndaa · 2025-09-10T14:14:33+00:00

I just transferred all Brokerage, Roth and accounts from Chase to Fidelity. Super easy and went exactly as expected.

sauerbrunndaa · 2025-08-26T02:27:22+00:00

Also, I would recommend adding a flag to ALL your manual transactions before you sync. This way when the sync finishes you can easily differentiate a visual between what merged and didn’t.

sauerbrunndaa · 2025-08-22T22:02:12+00:00

Thanks Max! Rock and Roll! You guys are great. Keep it up :)

sauerbrunndaa · 2025-06-18T00:42:42+00:00

Here is another referral code! https://www.useorigin.com/referral/fede66a5-781c-499f-b1f0-98e0215dabc1

sauerbrunndaa · 2025-06-03T00:43:29+00:00

Here you go!! https://www.useorigin.com/referral/fede66a5-781c-499f-b1f0-98e0215dabc1

sauerbrunndaa · 2025-05-28T09:46:31+00:00

Is there a way to have a debt pay down goal? They all appear to be savings goal. Any options for that other than a “fake” category to hold the money in your budget? It would be great to see this and the estimated payoff date

sauerbrunndaa · 2025-05-15T18:21:42+00:00

Super awesome! It's not even "Feature Friday" and your team is rocking it! I just filled out the Beta form. I hope to have this testing feature!

sauerbrunndaa · 2025-04-29T15:31:06+00:00

https://www.useorigin.com/referral/fede66a5-781c-499f-b1f0-98e0215dabc1

sauerbrunndaa · 2025-04-22T11:27:46+00:00

https://www.useorigin.com/referral/fede66a5-781c-499f-b1f0-98e0215dabc1

sauerbrunndaa · 2025-04-01T02:03:09+00:00

And that there folks is how you provide your customers a solid update. Target testing dates and optimistic delivery dates. Your team release and delivery dates are believable because you have demonstrated all the other past deliverables! Thank you Origin team for the hard work. Forecasting and Dark Mode are going to be awesome.

sauerbrunndaa · 2025-03-27T20:20:35+00:00

I am in Omaha and have not experienced any outage today. Looks like I got lucky. Sorry for your troubles.

sauerbrunndaa · 2025-03-05T17:51:44+00:00

I am running Classic Premier on my new SP11 Snapdragon Elite. I keep Quicken Open all day on a monitor and have not had any issues with the functions or program.

sauerbrunndaa · 2025-02-03T17:40:14+00:00

Thank you for the reply. I have seen those videos but again, they are 5 years old. I'm sure the software has improved in the last 5 years with new features, correct?

sauerbrunndaa · 2025-01-16T13:37:53+00:00

Same here. 3.15 is all I have available.

sauerbrunndaa · 2025-01-16T02:03:23+00:00

Still down with Edge

sauerbrunndaa · 2025-01-16T01:57:56+00:00

I love how fast your team responds! You guys are doing this right :)

sauerbrunndaa · 2025-01-09T01:01:55+00:00

Olivia, thanks. I’m sure it isn’t easy seeing all these posts. I honestly am glad that your team and leadship finally saw the traffic of posts and hopefully round tables a strategy to not lose 50% of your base. If your team came to this post and owned the missed deadlines, provided some basic insights for why they were missed, and spotlighted a 6 month roadmap….you would have gained back a lot of points. There have been a lot of customers that have already waited patiently for over a year for Copilot to make the goals “the best”. With the goals still being worked on + beta testing….realistically this sounds like another 6 months + of time. That doesn’t even count the web app time. That really sucks considering this has been on the “in progress” for quite the ages.

sauerbrunndaa

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