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.

1 day ago · 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 …

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

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 …

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 …

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 …

Apr 10, 2026 · This discussion was created from comments split from: Unable to Link Existing Quicken Invest. Accounts to Fidelity Accounts after Fidelity Reauthorization .

I don't understand the massive [Removed - Language] that quicken and fidelity have created , which would require me to do a lot of tasks to fix the issues [Removed - Speculation]. I will wait one or two …

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

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 …