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.

Mar 8, 2026 · I’ve spent many, MANY hours trying to resolve the problems downloading data from my accounts at Fidelity Investments into my Quicken account.

Oct 28, 2025 · Fidelity “Updates” Rollup (Post-Migration Adjustments) Status: Complete Reported: August 29, 2025 What’s Happening: After the July migration, some users experienced security …

Mar 30, 2026 · Fidelity Cash Core Position FDRXX Not Represented Properly (CTP-14817) Status: Fixed in R65.17 Delayed Updates (CTP-15323) –Some users report delays of 1–2 days in Fidelity …

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 …

Mar 10, 2026 · I just spoke with Fidelity and the tech INSISTED that Quicken ticket #12266898 (which refers to this thread) represents Quicken taking complete responsibility for the CC-601 problem, …

Considering moving investment accounts to Fidelity. Looking for other Quicken and Fidelity users experience. Does Fidelity work well with Quicken?

Jul 30, 2025 · 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 …

I just did the Fidelity conversion to a new connection method….at least that's what it's advertised as.

Mar 6, 2026 · The Fidelity download is a BIG deal and needs immediate attention with daily updates to the user community. If and when they get the Fidelity download repaired, they then need to hire the …