What’s Going On Between Fidelity and Quicken?
Comments
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CaliQkn - Your statement is incorrect. It is not on the Fidelity side, it is Quicken's new EWC+ connection. This was already discussed and confirmed. Fidelity had nothing to do with the change, changed nothing, etc. The same feed is made available for download regardless of what mechanism is used. The DC connection works perfectly, has for some time. However, when Quicken implemented the new EWC+ connection, it is clearly broken. It is Quicken that does the mapping. It appears incorrect as stated.
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Hello @MSV65,
The alert was just updated today. I recommend taking a look, if you haven't already:
I hope this helps!
Quicken Kristina
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@Quicken Kristina When all the issues are resolved regarding this migration, will the Quicken features with the EWC+ connection will work the same as with the prior DC connection? Or will there be differences for which you can give us advanced notice?
Deluxe R64.30, Windows 11 Pro
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Hello @leishirsute,
Direct Connect and Express Web Connect + function differently behind the scenes (for more details, view this article on the different connection types in Quicken). That may result in some differences, but we do not currently expect any major changes in the features available in your connected Fidelity accounts.
If you haven't already done so, I recommend bookmarking this Community Alert about the Fidelity Migration:
If we do find out about any expected changes to features/functionality, the information will likely be posted in an update to the alert.
I hope this helps!
Quicken Kristina
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One workaround is to restore backup from older QDF file which was still using Direct Connect.
Hope Quicken won't force us to use the new EWC+ method which is not working.
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With the new interface to Fidelity Investments, transactions are no longer being downloaded and account balances are no longer being updated. There is no error message from Quicken. In my case Quicken keeps say to account each have two new transactions each but there are no new transactions.
I have to manually enter transactions that are posted to the Fidelity website.
No transactions are being downloaded from my Fidelity credit card. I have to download a qfx file from Fidelity, load it into Quicken, and then manually review for duplications. This is real pain.
The account balances including holders now haven't been updated since July 29.
Are other experiencing this?
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This is what others are experiencing:
…
Signature:
This is my website (ImportQIF is free to use):1 -
As a user for over 30 years, I am speechless that Quicken would not have adequately tested the connection proposed by Fidelity well before a push message to convert. We are left with no download activity, no ETA, no work around. Really calls into question the leadership of the Company. Perhaps if enough subscribers voice their concern and demand for an immediate fix will enough resources be deployed.
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AMEN! I am so tired of paying to be the beta tester for companies that find it necessary to change and "upgrade" their product, only to cause problems with things that were working fine. User have not asked for changes. They do not work well. Most of the time they only benefit the company or are designed to make them more money (or justify the money they get). Quicken, Microsoft, Adobe - I'm looking at you!
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This still isn't right. Ever since changing to the new connection, my Fidelity accounts (that only hold treasuries and the sweep fund SPAXX) do not update properly. The old way, with every purchase or maturation, the number of shares of the bill/note/bond would update properly. On sales, it just showed up as cash in the account. Now, at maturation, it does not remove the shares from my account and just updates the cash amount. However, it is constantly telling me that the balance of SPAXX is off. So it's putting the proceeds in the account as cash, but then complaining that it doesn't see the change in SPAXX balance. C'mon Quicken, you have to treat that as a cash transaction, or purchase of SPAXX. You can't have it both ways. You really need to test these processes better. The old way worked perfectly.
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@Mike4 You may want to check out the posts at
The recommendation is to back off of the new EWC+ connection and revert to the prior DC connection to get back to working features again. At least, until 8/20/2025 when everyone is supposed to be forced to go to EWC+ connections. I don't see that happening if so many people are having issues. Unless there is some contractual timeline between Fidelity and Quicken.
Deluxe R64.30, Windows 11 Pro
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@Quicken Jasmine - The 8/5 Alert update says the EWC+ migration has been paused: UPDATED! 8/5/25 Fidelity Cut-Over Migration .
But setting up a new Fidelity connection via Add Account still only allows for EWC+ connections. There is no DC connection option.
So maybe the EWC+ migration option is paused but only for existing connected accounts?
What are people who are trying to set up new Fidelity accounts supposed to do because EWC+ still seems to be the only option for them?
Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home
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My stocks update properly in fidelity but my options still do not
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My stocks update properly in fidelity but my options still do not update
I have to put 50 manual entries in every day. My sell options and cover shorts show up but the price does not update. Anyone having this problem?
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It is not on the Fidelity side, it is Quicken's new EWC+ connection. This was already discussed and confirmed.
Where was this discussed and confirmed?
EWC+ works well for most financial institutions, including multiple investment companies.
It is the financial institution that determines which connection method they will support and they have told Quicken/Intuit that they must migrate the connection from DC to EWC+ or support for Quicken will be discontinued.
Yes, the implementation of EWC+ with Fidelity has gone poorly. In my discussions with the Quicken Development Team they have confirmed that there are both Fidelity and some Quicken issues (and maybe some issues with Intuit?) involved. And if you do an Internet search, you will see where Fidelity has admitted that there are issues in their system that they are addressing to get the EWC+ issue resolved.
The same feed is made available for download regardless of what mechanism is used.
This is not accurate
It is Quicken that does the mapping.
The process of setting up connections/mapping is far more complex than this. It involves 3 parties…the financial institution, Intuit and Quicken. No one company controls the entire process.
Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home
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Thanks for providing that information.
I have sent this over to my team for clarification.
-Quicken Jasmine
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Regarding the latest update:
Does this mean that the problems are resolved or does it mean we will still encounter problems?
Deluxe R64.30, Windows 11 Pro
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Well, I guess within 2 weeks every Quicken customer will be downloading Fidelity account information & transactions through Express Web Connect+, one way or another. As of this morning the ReinvDiv rounding issue and missing Fidelity Netbenefits share purchase downloads continued. In general, EWC+ is stable and surely will continue to improve from her on out. Direct Connect downloads only are a short term reprieve.
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UPDATE 8/6/25The Fidelity cut-over migration has resumed. Users can continue with the
Fix It floworAdd New Account flowto reconnect their accounts.Thank you for your patience while we worked with our service provider and Fidelity to address the reported issues.
THE ABOVE MESSAGE IS INCORRECT. JUST HUNG UP WITH SUPPORT. THEY TELL ME THE MIGRATION IS ON HOLD UNTIL THEY RESOLVE THE PROBLEM. FIX IT FLOW AND AD NEW ACCOUNT DOES NOT GET TRANSACTION DATA TO TRANSMIT DESPITE QUICKEN STATING THE ACCOUNTS ARE UPDATED IN THE DIALOGUE BOX.
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Thanks for bringing this to our attention.
I apologize for the misinformation that you received. I have forwarded this information to my team so that the Agent can be properly updated and coached.
We appreciate your support!
-Quicken Jasmine
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Jasmine
Are you saying the connection now works? I reactivated my accounts and the same issue. It connects but no transaction detail downloads?
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@Quicken Jasmine I think the Alert should be revised to provide more information, either in the Alert itself or in a linked webpage:
The terms "Fix it flow" and "add new account flow" are not meaningful to us users. We need clear, accurate, step by step instructions.
For users who have changed to EWC+ and who have duplicate and incorrect transactions and share prices that have been downloaded over the past few days, will they have to correct these manually? What exactly should they do? Is reverting to a backup from before the problems began still the best approach?
For users who are still using Direct Connect for our Fidelity connection, will the prompt to reauthorize start being presented again at the start of a One Step Update? It was not when I tried a few minutes ago. Will we still have the "Remind me next time" option?
Which items on the long list of problems should users expect to be resolved after they reconnect via EWC+? Which are still being worked on?
What should we do if we still see problems after reconnecting?
QWin Premier subscription3 -
can someone explain the "fix it flow" and the "add new account flow"? also, I am a Quicken Mac (Classic subscription) and currently, I'm seeing a problem where my money market fund FZDXX was previously treated as a money market, but with the new connection, I am seeing this treated as CASH and my account balance is equal to the "Correct Balance + balance of FZDXX", which I believe is also being seen by Windows users. I have gone back to my old connection for the time being, and I'm contemplating moving back to the Windows version of Quicken. I notice there was a pause on the migration on the Windows side but the pause has been lifted… does this mean that Windows issues with Fidelity, in particular the handling of money market funds has been resolved on the windows side??
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I just did my Fidelity "One Step Updates" of many accounts and did not prompted to transition to a new connection method. Everything worked fine.
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The incorrect update announcement should be removed or corrected. It is confusing.
Deluxe R64.30, Windows 11 Pro
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Boatnmaniac and others have noted several times that rather trying to navigate/manually fix the mess that has become of your Fidelity Accounts if you participated in the original EWC+ upgrade, the best course of action is to restore a pre-EWC+ backup of your Quicken file, give them time to fix the issue, then try the upgrade at a later time (always backing up your file before attempting the upgrade).
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Thanks for sharing!
-Quicken Jasmine
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Having the same issue with Fidelity after the updated connection. I have deactivated all my accounts and reactivated just one to see if it works. I can add Fidelity but it does not give me a choice for type of cnnection. I get the prompt to log in at Fidelity which works, get the disclaimer, check the boxes and agree. all my accounts come up and I just choose one and confirm. It gets added and gives me all the confirmations on Fidelity website and Quicken. However, nothing updates. They type of connection is Express Web Connect and when I try to update it is only updating to July 30 at 3:30:03 pm. Have tried this several times with the same result. Anyone have any ideas? Thanks!
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HELP PLEASE!
Following notification that Fidelity's was converting to the EWC+ connection method, I reauthorized my brokerage account late last week and I noted immediately that the FCASH balance of ~$25K was missing. I waited patiently over the weekend hoping that things would correct themselves (as they have in the past), however, the problem persisted this week. To double check, on Wedneasday I set up the account in a test file and ran several updates and the FCASH balance is missing there too. It appears that Fidelity is not downloading, or Quicken is ignoring, the FCASH balance. An hour on the phone Wednesday afternoon with Quicken support did not resolve this issue.
Does anyone know what's causing the issue or have any suggestions about other things I can try to resolve this issue?
Thanks in advance!
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@Quicken Anja Your post that says "The Fidelity cut-over migration has resumed. Users can continue with the
Fix It floworAdd New Account flowto reconnect their accounts" does not provide enough information. What are those processes? Users need detailed, step by step instructions that exactly correspond to actions in Quicken. Please explain.5
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