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Fidelity update - no transactions downloading at all

AlexLee

Hello,

I authorized the ExpressWebConnect+ change over on 07/25 and since then, I have attempted to update daily and there has not been a single downloaded transaction at all. I have 20+ accounts with Fidelity and it would be impossible to update them manually. Is there guidance on how to reset and attempt to get these downloading again?

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Comments

Quicken Jasmine

Hello @AlexLee,

Thanks for reaching out!

We do have a new active alert regarding missing transactions with Fidelity after completing the migration. You can view the alert here, which I suggest bookmarking so that you can be notified of any further updates or new information.

We appreciate your patience and support as we work through this issue!

gkbergen

It worked when I was forced to set it up on Aug. 2, although the share numbers were off and I had to manually adjust them. Now I can only get one brokerage account (the top one listed in Quicken) to update out of about 10 different accounts. The rest of the accounts are not updating. I have tried for several days. Many of the transactions are dated Aug. 6 in Fidelity but they are not updating in Quicken. Anyone else having this problem?

Quicken Kristina

Hello @gkbergen,

Thank you for letting us know you're also impacted by this issue. It is a known issue that our teams are working with Fidelity to correct. To track the status of the issue, I recommend that you bookmark our Community Alert, since any updates, once available, will be posted there:

https://community.quicken.com/discussion/7964964/new-8-13-25-fidelity-investments-missing-transactions

Thank you!

(Ticket #11898999)

gkbergen

I updated today and the missing transactions finally downloaded using EWC+. It must have been a delay on the Fidelity side. The downloaded reinvested share numbers are still rounded up to two decimal places and don't match what Fidelity has. I have to manually edit the share numbers.

Quicken Kristina

Thank you for the follow-up,

I'm glad to hear the missing transactions did finally download. Are you still seeing the same pattern of transaction downloads being delayed?

The issue with the incorrect rounding is a known issue that is still being worked on. If you would like to contribute to the investigation, please navigate to Help>Report a Problem and send a problem report with log files attached. Please put ATTN: CTP-13955 in the subject line, and the specific issue you are seeing in the description.

Screenshot 2025-08-17 at 12.45.10 PM.png

If you are willing, please also include screenshots of how the reinvested share numbers download into Quicken and how they appear on the website.

Note - Problem reports allow a maximum of 10 attachments. If you need to send more attachments, you can unselect files with OLD in the name to make room, or you can send a second problem report with the additional attachments.

Thank you!