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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
- Fidelity Investments - Download issues — Quicken
I’ve spent many, MANY hours trying to resolve the problems downloading data from my accounts at Fidelity Investments into my Quicken account
- Experience using Quicken with Fidelity investment accounts
Considering moving investment accounts to Fidelity Looking for other Quicken and Fidelity users experience Does Fidelity work well with Quicken?
- 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
- 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
- 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
- UPDATED 3 30 26 Fidelity Updates — Quicken
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 updates compared to previous Direct Connect timing Status: Normal delays of one day are expected Updated information is typically available around 3:30 am PT
- New Fidelity Connection - Incorrect # of Shares Missing . . . - Quicken
I just did the Fidelity conversion to a new connection method… at least that's what it's advertised as
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