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  1. 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.

  2. Updated 10/28/25 Fidelity Migration - Quicken

    Oct 29, 2025 · Fidelity “Updates” Rollup (Post-Migration Adjustments) Status: Complete Reported: August 29, 2025 What’s Happening: After the July migration, some users experienced security …

  3. UPDATED 10/28/25 Fidelity Updates - Quicken

    Aug 29, 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.

  4. 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 …

  5. New Fidelity Connection - Incorrect # of Shares/Missing ... - Quicken

    Jul 30, 2025 · 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 …

  6. What’s Going On Between Fidelity and Quicken? — Quicken

    Jun 6, 2025 · 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 …

  7. What’s Going On Between Fidelity and Quicken? - Page 2

    Jul 30, 2025 · 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 - …

  8. Can't Connect to Fidelity - Quicken

    Oct 18, 2025 · 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 …

  9. zzz-Fidelity Updates — Quicken

    Jul 29, 2025 · This morning zzz- appeared before Fidelity Investments when updating Anyone know why they added zzz?

  10. Fidelity Investments — Quicken

    Mar 29, 2025 · 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.