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
New Fidelity Connection - Incorrect # of Shares Missing . . . - Quicken The new Fidelity interface has totally screwed up my Fidelity accounts It won't recognize my IRA accounts and insists on creating new accounts It also downloads lots of old transactions on my other accounts which are a pain to delete All of my Fidelity accounts are out of balance
UPDATED 12 19 25 Fidelity Updates - Quicken Hi everyone, We know some of you have been running into issues with your Fidelity accounts in Quicken Thanks for your patience while we work through these
What’s Going On Between Fidelity and Quicken? - Page 2 Did the new Fidelity re-authorization this morning Now my two Fidelity accounts (IRA and brokerage) show "0" balance Using the "Simple - Positions Only" tracking method Finanical Institution is "Fidelity Investments" I cannot find a DC option when choosing a financial institution Changing tracking method to "Complete - Positions and Transactions" does not help I've deleted the accounts
Updated 10 28 25 Fidelity Migration - Quicken Fidelity “Updates” Rollup (Post-Migration Adjustments) Status: Complete Reported: August 29, 2025 What’s Happening: After the July migration, some users experienced security mismatches, cash balance shifts, and other synchronization issues Resolution: These issues have been addressed through backend adjustments and product updates What
Solution to Fidelity not downloading all transactions into Quicken By now the Fidelity transaction downloading problems are legendary Random accounts will miss an entire month's worth of transactions and manually entering them might be too much work I've discovered a work around - assuming this is a one time problem associated with reauthorizing the accounts You could export the CSV from Fidelity and import it into Quicken - in theory - but getting the
Fidelity Investments Transaction Downloads - Quicken 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
Fidelity Investments — Quicken 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