zzz-Fidelity Updates
Comments
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I've been cancelling the update prompt as well. I don't want to make any other changes while these problems are ongoing. So far, still on the zzz DC connection and getting updates correctly. It does not seem like the EWC+ issues have been fixed based on the messages here or on the other thread with the official update status.
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From the release notes, it looks like the majority of changes was to continue to refine and fix issues with the new bill pay interface and vendor. If those fixes aren't important to you, I don't see a pressing need to upgrade to the new release.
That being said, I did get the updated version R64.23 and the Fidelity DC appears to be working fine for me.
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Ditto…
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After updating to R64.23, did either of you notice a MUCH LONGER time for OSU? Mine went from 3-5 minutes to over 15 minutes! Before updating, I deleted all my existing Online Billers and Reminders, but even after that the first OSU took 15+ minutes. I have since added back several of my Online Billers, but when I do a Update All Bills, I am still getting 15+ minutes before it resolves.
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@bmbass @MichaelALA and other Quicken users on this forum. Please always note whether you are experiencing OSU and other reported issues under DC or EWC+. It is impossible to know on this sub-forum who already migrated and who is still using DC for the time being. Thanks!
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The first OSU took a couple of minutes. After the upgrade and just now, I did an OSU with Amex, Bank of America, Capital One, Discover, First National Bank of Omaha, Marriott and Fidelity, all EWC+ except for Fidelity. It also updated bills. It took just over a minute. When I just updated bills it took two seconds. Maybe there were server or network issues for you? How many times have you had the update bills take more than 15 minutes?
Barry Graham
Quicken H&B Subscription0 -
I agree with the answer that @Quicken Kristina gave here
in that Fidelity seems to have Synovus Bank Deposit Sweep holdings so when you update Fidelity it's changing the value in other accounts too. If the value of the fund is incorrect, hopefully it will be fixed soon along with all of the other issues. If your Fidelity account doesn't have the Synovus Bank Deposit Sweep in it, then call Support as @Quicken Kristina suggested.
Barry Graham
Quicken H&B Subscription0 -
I switched to EWC+ back in July and have mostly been OK with Fidelity (2 vs 3 decimal place, CD count/price, SPAXX not treated as CASH were the problems I encountered, not any of the rest). Given the suggestions from @Bob. I deleted my existing Online Bills and Reminders BEFORE I upgraded to R64.23 (I was never offered R64.19). The first OSU I did after the new version took 15 minutes (mostly on the Bill Update section) even though I did NOT have any Online Bills installed yet. I then added several of my Online Bills using the "Bills from Conneced Accounts" selection and this took so long I just went to bed leaving it running overnight. This morning that process had completed, but anytime I interact with ANY of these Online Bills (using the Update All at the top right of Bills & Income, adding a reminder to the Online Bill, etc. I have to wait about 15 minutes before I get control again. I have Validated and Super Validated and neither helped (or really found anything wrong). So, trying about 5 or 6 different times since last evening, every interaction with Online Bills after the R64.23 update takes about 15 minutes to resolve.
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@bmbass Very sorry you are encountering this Quicken Bill Pay related issue. I am not currently using Bill Pay, never have in the past and my EWC+ OSU works without delay or any other issues, as far as Fidelity Brokerage/IRA accounts are concerned.
Maybe there is a dedicated Bill Pay sub-forum, where people with related issues may post? Just a thought. Best of luck and success!
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@bmbass You wrote
"I switched to EWC+ back in July and have mostly been OK with Fidelity (2 vs 3 decimal place, CD count/price, SPAXX not treated as CASH were the problems I encountered, not any of the rest)."
I also, switched to EWC+ back in July and have the same issues. When you say encountered, do you mean they are resolved? I am still experiencing those issues. With so many posts on this message, maybe I missed the fix or work around? I am still living with the rounding and SPAXX issues.
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Mine took no additional time. However, I will note that I only do transaction updates (DC, EWC and EWC+) and investment prices as part of OSU. I do not use bill pay (via a bank's DC), check pay (using Quicken's offering) or bill presentment (where Quicken downloads the bills for me).
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Of the three problems I ran into: the 2 decimal place rounding has been corrected and my latest reinvestments are all 3 digit share values and the number of CD shares (set of $100) has also been corrected. However, the CD value is still set at $1, so the total values are not correct and the SPAXX as cash has also not been fixed.
So, some progress, but not everything corrected yet.
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I left this on another forum this morning and am including it here now as it seems the more appropriate forum. "When I updated Quicken Fidelity accounts this morning there was no error message and it said all accounts updated and one had 2 transactions, however no downloaded transactions show up. When I went to check passwords the vault says none required…but there was always one before. It wouldn't let me add/modify a password for Fidelity accounts. I checked Fidelity directly and there is activity that should have downloaded but didn't. This download problem has been around quite a while now, when will it be fixed????"
I am also on EWC+ and have refreshed and re-activated my accounts several times…all to no avail. Days ago I was getting an error message, I think it was CC-800. As I said above, that's gone away, but I'm still not getting the updates.
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PW Vault saves only PWs for DC connections.
EWC+ uses no PWs. When you reauthorized Fidelity to download via this method Fidelity downloaded a security token to Intuit (the aggregator). It is this token that Intuit uses to download data with. So, there is no PW that can be edited or deleted for EWC+ connections, means that there is nothing about this to be fixed. If you wish to go through the download reauthorization process, again, you can try doing Reset Account or Deactivate followed by Add Account or Set Up Now.
This download problem has been around quite a while now, when will it be fixed????
No one here or in any other forum can answer that question. We will be informed that the issues are fixed by the Moderators (when they are informed of that) and they will post that in one or more of the Alerts that have been posted. Bookmark them if you wish to be kept informed of updates that are made to them.:
UPDATED 8/19/25 Fidelity Cut-Over Migration
ONGOING 9/5/25 Fidelity Updates
ONGOING 8/29/25 Fidelity Investments - $0 balance
ONGOING 8/27/25 Fidelity Investments - Missing Transactions
Or, what also often happens, even before the Alerts have been updated, is that suddenly the issues will no longer be present.
Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home
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I would try to isolate the issue. Adding the online bills when you are experiencing a slow OSU makes it hard to diagnose where the problem lies. I would delete the bills, then do "Review and Repair online billers" starting at the star menu at the top right.
Do this multiple times until no more errors or repairs are reported (although if you keep on getting the same message, don't repeat any more). This won't fix the OSU issue but it will make it easier to add back the bills and have them work properly.
Then try OSU and see if you are still getting the long OSU time and report back here or call support to help you resolve the long OSU time. You could also try updating the accounts one at a time, see if one takes longer than all the rest, then take that out of the OSU settings and see if it still takes 15 minutes if you stop it from updating that account. Also try unchecking "Update bills" to see if that makes a difference, in OSU settings.
Barry Graham
Quicken H&B Subscription0 -
I didn't notice any difference in OSU time. I'm on the zzz- Direct Connect. Also don't use any Billpay.
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Fidelity update issue continues in Quicken R64.23 (27.1.64.23). Quicken does not update the Fidelity account at least for 24 hours, and even then, there is a difference in the values in Quicken vs the values on the Fidelity website. Quicken connection to Fidelity appears as: "zzz-Fidelity Investments - DC"
Quicken Version R64.23 27.1.64.23.
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The Fidelity issues are independent of Quicken releases, so unless the issues are due to a bug in Quicken itself, which is unlikely, an upgrade in Quicken would not fix the issue just as an upgrade to Quicken didn't cause the issue.
Barry Graham
Quicken H&B Subscription0 -
Thank you to everyone for providing your current Fidelity connection method (zzz-Fidelity Investments - DC vs. Express Web Connect+) together with the Quicken issue(s) you are facing. Since users on the forum have started to proactively share this additional piece of information, I feel the issues, which some users are experiencing with Fidelity DC/EWC+ downloads, have become clearer.
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So, who is responsible for this issue? Quicken points a finger at Fidelity, and Fidelity says it is not their issue. Somehow, Quicken is getting the wrong information from somewhere.
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You wrote:
"The Fidelity issues are independent of Quicken releases, so unless the issues are due to a bug in Quicken itself, which is unlikely, an upgrade in Quicken would not fix the issue just as an upgrade to Quicken didn't cause the issue."
This is not entirely correct. Quicken is apparently incorporating some fixes into new release(s) Perhaps, as you said, they do it in the case that its their bug. The below was posted by @Quicken Janean in this update thread:
https://community.quicken.com/discussion/7965464/ongoing-9-5-25-fidelity-updates#latest
Duplicate Transactions (Windows): Some customers saw up to two years of duplicate transactions after switching to EWC+.
Status: Fix included in the R64 release (rolling out now)
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@WBajwa @mrzookie Thank you for your messages. The link you shared refers to EWC+ migration, not DC, the connection @WBajwa is using. You might want to consider migrating your Fidelity connection from DC to EWC+, we are not encountering major issues with Fidelity Brokerage/IRA accounts under EWC+, and there are no undue delays downloading transactions and/or share prices. To be on the safe side, make a full copy of your QDATA file before upgrading.
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Bit of both. Fidelity made the decision to end DC support. It is Quicken's responsibility to make sure that the data provided is processed correctly.
Regarding the issue with values not matching, I've had this issue occur from time to time with DC, over the last few years, but not very often, resulting in my having to correct the number of shares manually. Is this happening repeatedly even after fixing the mismatch by adjusting the number of shares in Quicken? Regarding the delay, how long has this 24 hour delay been happening?
Barry Graham
Quicken H&B Subscription0 -
You are correct. In this case it was a Quicken bug that was causing the duplicates. I had forgotten about this since it was only in the thread, not in the release notes.
Barry Graham
Quicken H&B Subscription0 -
Bit of both. Fidelity made the decision to end DC support. It is Quicken's responsibility to make sure that the data provided is processed correctly.
Still conjecture as far as I am concerned. No one has provided any proof of this and as many Quicken folks that claim their discussions with higher ups at Fidelity claim Quicken stipulated the termination of DC, there are those that claim the same privileged discussions that do put the onus on Fidelity. No proof either way. Show me the C level email demanding this one way or the other or a copy of the Zoom you attended where this was mandated. Conjecture.
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@WBajwa - Your post is about the Direct Connect (DC) connection with Fidelity. This thread is primary about the Express Web Connect Plus (EWC+) connection. If you wish to have discussion about the issues you are seeing with DC it would be a good idea to start a new thread about them so that they get the attention they deserve and don't get lost in this EWC+ migrations thread.
Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home
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This finger pointing and trying to find blame serves no purpose and will resolve nothing about the issues we are seeing. As has been stated in the past and as is indicated in numerous posts in this and other threads, there is a shared responsibility for the issues we are seeing.
Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home
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I'm glad to hear that you are getting good data downloads with the EWC+ connection. I have 9 Fidelity accounts using EWC+ in a test file and while there has been some improvement observed over the past 1-2 weeks there are still numerous issues with inconsistent and incomplete downloads and with many holdings and cash balance issues. This test file was created from my primary data file by first making a Quicken copy of it and then setting up the EWC+ connection and linking it to the Fidelity accounts in that copied file. I've repeated the process several times and while it's gotten better it's still a mess, especially when Bonds and brokered CDs are involved.
The only Fidelity account that works very well with EWC+ is my Fidelity Rewards Visa card.
My next step is to try Add Account in a new clean test file (with no account history in it) to see if there is any improvement.
Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home
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@Boatnmaniac Thank you for your message! We have seen noticeable improvements under EWC+ on all our 11 Fidelity Brokerage & IRA accounts, including yet not limited to:
- ReinvDiv incorrect share rounding issue resolved
- Money Market/Cash issues resolved
- etc.
to the point that our Fidelity Brokerage and IRA accounts basically work under EWC+ as they previously did under DC, in almost all cases without issues. Subsequent to the migration, we adjusted CD shares numbers, so that they corresponded with the new CD price download format. Thus, there currently is a discrepancy between CD shares in Quicken and as reported by Fidelity, yet this was a choice from our end in order to be able to take advantage of daily pricing updates.
Where we still do experience EWC+ issues is with Fidelity Netbenefits, across all of our 401(k) and 403(b) accounts. Transactions appear to be downloaded in Simple instead of Complete download format (i.e. as a single Contribution transaction, instead of individual, complete purchase transactions - accounts are all set up for "Complete" downloads). This is bothersome, as it requires manual corrections with each payroll. Daily share price reporting for 401(k) funds, without ticker symbols, now works again under EWC+ as it previously did under DC.
Therefore, in reality our remaining issues under EWC+ are solely related to Fidelity Netbenefits transactions in general und the fact that they download and are being imported into Quicken in "Simple" data format. Presumably, this will not be a big issue for Fidelity and Quicken to jointly resolve soon.
Other than that, all in all, our DC → EWC+ migration went without major issues, we have seen much worse in the past. Now running Quicken R64.23 HF1.
I hope this write-up may possibly be of help to some folks reading this!
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