sidebar incorrect, fidelity

kev25865

Under the Portfolio tab for an investment, the details (Shares, Prices, Dates, Market Value, etc.) are correct and the "Market Value as of XX/XX/XXX at the top of the Portfolio Screen is also correct. The SideBar displays a different amount (it shows $0)

Fidelity account just updated

Quicken Kristina

Hello @kev25865,

Thank you for letting us know you're seeing this issue. Based on your description of the issue, it sounds like you're most likely being impacted by the known issue described in this Community Alert:

https://community.quicken.com/discussion/7965032/ongoing-8-29-25-fidelity-investments-0-balance

However, if you would like to try troubleshooting, please provide more information. What kind of accounts are you seeing this issue with (brokerage, HSA, 401k, etc.)? Are you able to view transactions for your accounts, or is the Transactions tab greyed out?

Thank you!

(Ticket #11906035/CTP-14153)