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Fidelity accounts not updating

brockmari

I had received the email in June that changes were coming with Quicken/ Fidelity connection and that further instructions would be provided. I never received additional instructions. Today I noticed that none of my Fidelity accounts have been updating. I found the instructions here to disconnect and then reconnect the accounts. After following those instructions Quicken app confirms that accounts were successfully reconnected. However they are still not updating. My one step update summary indicates that the 5 accounts were updated and there are no error messages. When I drill down to see what was updated, the summary indicates that no new transactions were downloaded and holdings are updated as of 12:30 am on 8/1/2025. Is this a known issue and when is a fix expected to be working?

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Investments

Online Banking

Windows

Comments

brockmari

OK, I found some other threads and understand the history of this. I restored a file from July that still had Direct Connect and my Fidelity transactions all downloaded. But now I have lost 3 weeks of manual transactions and 3 months of reconciliation transactions that will take hours to recreate. So will the Fidelity Direct Connection continue to work until the new method is fixed? I would hate to spend all the hours recreating the manual transactions only to have the downloads be cut off again.

Quicken Kristina

Hello @brockmari,

Thank you for reaching out with this question. Unfortunately, missing transactions is one of the known issues that our team is working with Fidelity to resolve. If you haven't done so already, I recommend bookmarking this Community Alert:

https://community.quicken.com/discussion/7964964/updated-8-20-25-fidelity-investments-missing-transactions

The forced cutover has been delayed because of the issues we are working with Fidelity to resolve, however, it is still coming in the near future.

Depending on how many transactions typically download into your Fidelity account(s), it may be less work to fill the information in manually, or contact Quicken Support directly to troubleshoot the issue (they can check logs to verify if the transactions are being sent to Quicken or not, and can walk you through appropriate troubleshooting steps, depending on what they see in the logs). Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I hope this helps!

wpcoe

https://community.quicken.com/discussion/comment/20505747#Comment_20505747

As you probably know, this problem is still unresolved as of today (9/14/2025.) However, as a workaround I downloaded transaction data from Fidelity as a .csv file. Quicken will not import it. Is that related to the main problem, or is that a separate issue?

Quicken Kristina

Hello @wpcoe,

Thank you for sharing your experience. Quicken should be able to import a properly formatted CSV file. Please see this article for information on the required formatting: https://info.quicken.com/win/import-transactions-from-csv-file#Importtransactionsfrom.CSVfile-Beforeyoubegin

If the file already is formatted properly, and you're unable to import it, please provide more details on exactly what is happening, so we can troubleshoot further.

Please let me know how it goes!

wpcoe

https://community.quicken.com/discussion/comment/20509438#Comment_20509438

There's significant discrepancy between what the "Import transactions from .CSV file" page says the first seven articles should be in the .csv file, versus what the .csv file that downloads from fidelity.com is. The article says they should be:

Date *
Payee *
FI Payee
Amount *
Debit/Credit
Category
Account *

but in the .csv file from fidelity.com the first seven articles are: "Run Date,Action,Symbol,Description,Type,Quantity,Price ($)" — there's just no way Quicken can import that, is there? I'm downloading the .csv file from the "Activities & orders" tab of …/digital/portfolio/activity. Is there someplace else I should be downloading the data from fidelity.com?

wpcoe

https://community.quicken.com/discussion/comment/20509438#Comment_20509438

It's pretty remarkable that after a month, that Quicken and a major financial institution like Fidelity can't figure out how to serve their customers by simply allowing transactions downloads. Remarkable and very disappointing.

Moreso that a simple .csv download from Fidelity cannot be imported into Quicken.

Quicken Kristina

Thank you for your replies,

The missing transactions issue was marked resolved recently. Have you checked to see if the missing transactions have downloaded into your account(s)? If the issue is persisting, I recommend that you contact Quicken Support directly for assistance, since they have access to tools that we can't access on the Community and they're able to escalate the issue as needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

Thank you!

Irwin Z

Still not working - AND no ETA for a resolution. See here

SandraStowell

I have been unable to get correct reliable information in Quicken with my Fidelity accounts for months. It is a ridiculous mess. I DO not want to enter information manually; I know how to do that without paying for a Quicken subscription!

Quicken Kristina

Hello @SandraStowell,

Thank you for reaching out. To help troubleshoot, please provide more information. Please provide specifics about what is happening. For example, are no transactions downloading? Are core positions reflecting incorrectly in your account(s)?

I look forward to your response!

bsprinzmetal

Is Intuit going chapter 11 or being sold? That is, Intuit is not supporting their major product (quicken for windows) with downloads from one of the most important USA financial institutions (Fidelity).

Geobrick

https://community.quicken.com/discussion/comment/20516686#Comment_20516686

This won't take away from you quicken issues but Intuit hasn't owned Quicken since 2016. Though I think Intuit is somehow involved with the EWC+ method quicken has been converting to for downloading transactions from many financial institutions. The conversion to EWC+ for fidelity has created lots of issues but now seems to be mostly functional. I'm still having issues with the money market fund FDRXX not being treated as cash. That should get fixed eventually.

bsprinzmetal

[Removed - Off Topic/Speculation]

Quicken Kristina

Hello @Geobrick,

Thank you for letting us know you're still seeing issues with FDRXX. That is a known issue that our teams are working with Fidelity to resolve.

Thank you!

bsprinzmetal

[Removed - No Soliciting]