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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
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
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
UPDATED 10 28 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
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
What’s Going On Between Fidelity and Quicken? - Page 2 FYI - Fidelity Connections support number, 800-544-7931, is given under FAQ "Can I export all of my account information? "on the webpage Fidelity Customer Service FAQ - Export Account Information Interesting to note that the FAQ states: "In Quicken®, you can export your investment holdings and account balances, along with 90 days of transaction history for your personal accounts " Regarding
zzz-Fidelity Updates — Quicken This morning zzz- appeared before Fidelity Investments when updating Anyone know why they added zzz?
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
What’s Going On Between Fidelity and Quicken? - Page 9 Quicken said I had to reauthorize with Fidelity It took me through several screens including a Fidelity login and agreement on Fidelity Then Quicken connected to Fidelity and downloaded today's (9-12-25) investment update There was a long list of updates and I accepted them My Quicken investments no longer match what is on Fidelity