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.

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.

Mar 30, 2026 · 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 …

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 …

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.

I discovered that if I open my Fidelity account and select "Update Transactions" from the Actions drop-down, it will download all transactions WITHOUT requiring a redundant re-authorization. My …

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 …

Mar 7, 2026 · This is getting ridiculous. Initially, all 12 of my Fidelity accounts started getting the CC-601 errors. (This was immediately after I worked for over a week to resolve the CC-505 errors on my …

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 …