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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 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
zzz-Fidelity Updates — Quicken This morning zzz- appeared before Fidelity Investments when updating Anyone know why they added zzz?
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 - NOT UPDATING — Quicken I have 6 Fidelity accounts in 2 unique main data files and in 3 unique test files and downloading via DC has been working well for me for quite some time Did you recently deactivate your Fidelity accounts? If so, there is a known issue with financial institutions that support both DC and EWC+ connection methods whereby DC accounts that have been deactivated cannot be set up, again with DC
Fidelity changes — Quicken During the authorization of the Fidelity accounts, make sure to unselect the hidden account in the list of Fidelity accounts to authorize and select the proper account you want to link