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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
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
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
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
Odd Fidelity transactions cover short sale (CvrShrt). We are getting reports of Fidelity account owners getting incorrectly classified cash core money market activity as Cover Short Sale (CvrShrt CvrShrtX) transactions These downloads appear after One Step Update and affect multiple Fidelity account types (investment accounts, IRAs, and CMA accounts)
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 Connection Issues — Quicken Now all I get is this message when trying to reconnect these accounts: I am able to create an entirely new Quicken file, also on the OneDrive, add these Fidelity accounts, and successfully download transactions What does this imply about why my original files can't communicate with Fidelity any longer?