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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
- 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
- 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
- UPDATED 12 19 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
- Fidelity Investments — Quicken
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
- 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
- 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
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