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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
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
What’s Going On Between Fidelity and Quicken? — Quicken Fidelity Investments Fidelity Investments DC Fidelity Investments Back up your data file before proceeding Deactivate your Fidelity accounts (all of them) on the Online Services tab of Account Details Change the Tracking method (for each account) from Simple to Complete on the General tab of Account Details Do Add Account and type in and select Fidelity Investments DC When prompted, make
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
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
Cant Connect to Fidelity - Quicken However, Fidelity has been migrating to a new connection method, Express Web Connect+ I am curious if you have migrated your accounts to the new connection method yet? If you are still on Direct Connect, you can follow these steps: 1 Save a Backup Steps can be found in this article if needed 2 Disconnect ALL Fidelity accounts in Quicken
zzz-Fidelity Updates — Quicken This morning zzz- appeared before Fidelity Investments when updating Anyone know why they added zzz?