Financial institution connection update and zzz meaning.

Tony Luers

Hello,

Have Quicken Windows

When I go to update, I get a message that my financial institution connection needs an update.

It seems the last time this happened, I clicked to update and I lost the whole file. It was asking all kinds of verifications and I lost it all.

Another thing just before this started, when I do the One Step Update, when the window opens, there are 3 zzz's before the name ( zzz-Fidelity), what does that mean?

If I back up, can I be sure I won't lose everything again?

screen shots attached

Screenshot 2025-09-25 175652 Quicken.png

Screenshot 2025-09-25 175522 Quicken.png

NotACPA

It means that you're currently using Direct Connect to download from Fidelity, and they're transitioning to Express Web Connect+.

BUT, don't make the change yet, I haven't. If you read this forum that have been multiple difficulties with the conversion, on both Fido's and Q's part, so I'm not switching until forced to.

NotACPA

It means that you're currently using Direct Connect to download from Fidelity, and they're transitioning to Express Web Connect+.

BUT, don't make the change yet, I haven't. If you read this forum that have been multiple difficulties with the conversion, on both Fido's and Q's part, so I'm not switching until forced to.

Tony Luers

Thank you, I really appreciate the answer…and warning. I was actually surprised that it isn't forcing me to update. I think last time it did and I lost everything.

Is Express Web Connect+ Fidelity or Quicken? Or both?

NotACPA

It's a method of connecting between Q and multiple financial institutions. It's Fidelity decision to switch from Direct Connect to EWC+