
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
Jul 30, 2025 · 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 …
Solution to Fidelity not downloading all transactions into Quicken
Dec 6, 2025 · 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 …
What’s Going On Between Fidelity and Quicken? - Page 2
Jul 30, 2025 · 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 …
UPDATED 12/19/25 Fidelity Updates - Quicken
Aug 29, 2025 · 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
Jul 29, 2025 · I just did the Fidelity conversion to a new connection method….at least that's what it's advertised as.
Fidelity Investments — Quicken
Mar 29, 2025 · 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.
Updated 10/28/25 Fidelity Migration - Quicken
Oct 29, 2025 · Fidelity “Updates” Rollup (Post-Migration Adjustments) Status: Complete Reported: August 29, 2025 What’s Happening: After the July migration, some users experienced security …
Fidelity 3 prices not updating and HSA account not ... - Quicken
Nov 18, 2025 · Our HSA with Fidelity is no longer downloading transactions. In addition, there is not an institution option for Fidelity Net Benefits when you try to deactivate and reactivate the account. …
Fidelity changes — Quicken
Oct 29, 2025 · 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.