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.

It looks like my accounts successfully migrated to the new Fidelity Express service that Fidelity launched. I was able to authorize my accounts via Fidelity and download transactions. I did not …

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 …

Dec 19, 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.

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

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

Feb 10, 2026 · We are getting reports of Fidelity account owners getting incorrectly classified cash/core money market activity as Cover Short Sale (CvrShrt/CvrShrtX) transactions. These downloads …

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 …

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 …

Is there a timeline when the connection with Fidelity will be fixed so that it can properly download the cash management transactions?