CTP-13955 Fidelity Conversion to EWC+ has caused numerous problems. When are fixes expected?

rspincus

As are numerous other users, I am experiencing ongoing problems after the 7/29/25 Fidelity conversion to EWC+ as follows:

1. CD Pricing was switched from 100 to 1. For example, a price that used to come in as 101.2 now comes in as 1.012. I read a solution by one user who entered a 100-1 split transaction. I have opted not to do that, as I hope Quicken will provide a solution to revert to the old pricing (which is used by other CDs that I have purchased from other brokers). For a while, I was correcting the pricing daily, but I recently opted to turn off the daily pricing.
2. Cash accounts now come through as money markets, and Quicken displays two amount mismatch error messages (amount discrepancies for the money market and the cash account). I have been manually checking that the amount in my cash account matches the amount in the error message for the money market. So far, it has always matched. However, this is a constant and unnecessary nuisance.
3. For reinvested dividends, the purchased units are rounded to 2 decimal places, while Fidelity rounds to 3 decimal places. After processing these transactions, Quicken issues an error message stating that the Quicken quantity owned does not match the Fidelity quantity owned. To correct, I have printed out the reinvestment transactions in Fidelity and manually corrected the transactions in Quicken. This is obviously a huge inconvenience and needs to be corrected ASAP. I have not seen anyone else complaining about this problem.

Please advise when you expect these problems to be addressed and corrected. It will be 1 month since this started in four days!

Quicken Kristina

Hello @rspincus,

Thank you for reaching out to the Community. Unfortunately, our teams do not give ETAs. They are still working with Fidelity to correct the known issues. To be notified of updates, when available, and know when the issues are resolved, I recommend bookmarking this Community Alert:

https://community.quicken.com/discussion/7964580/updated-8-19-25-fidelity-cut-over-migration

Thank you!

Daniel Hoefflin

[Removed - Rant/Disruptive]

Amy1234

Could Quicken provide an update? It appears to randomly be downloading and other times not at all. The lack of information is frustrating.

Quicken Kristina

Hello @Amy1234,

Thank you for letting us know you're having an issue with transactions randomly failing to download. According to our most recent alert, the missing transactions issue should be mostly fixed:

https://community.quicken.com/discussion/7965464/new-8-29-25-fidelity-updates

When did you first notice the problem? Is this happening with Fidelity accounts? What account types are you seeing this issue with? You mentioned that it seems random; are the missing transactions eventually downloading (just delayed) or are some transactions just never downloading at all?

I look forward to your response!

kileyrreid

Very disappointing to see Quicken once again drop the ball with the Fidelity conversion to EWC+.

[Removed - Rant]

KRR

Amy1234

Question for the Quicken team - with all the changes and all the initial incorrect downloads, should I revert to my back-up prior to the change to download type (ie. mid-July) and start from there or is it better to make updates and try to correct all the errors? I have 10 accounts impacted. Will it download all transactions since my back-up in July if I do revert back?

mtm10647

I have 5 accounts impacted. On 9/26, Fidelity customer support team said they had planned to have all the Quicken/Fidelity issues resolved by Oct. 1 but now think it will be a few more weeks.

Quicken Kristina

Thank you for your reply @Amy1234,

It might download that far back, since most financial institutions make about 90 days worth of history available for download. If you restore a backup and not enough transactions download, you can switch back to your original file. For instructions on how to switch between files, please click here.

I hope this helps!