Fidelity not downloading correctly

CPgrandma

I'm running macOS 26.0.1, Quicken Version 8.3.2 (Build 803.58902.100).

On Oct 7 2025, when I tried to update my accounts, Quicken said I needed to reconnect my Fidelity accounts. I did so, and everything was fine except the balance in 1 account (a 401k) was incorrect. I thought I'd just leave it and try again today. This morning, upon updating, not only is the 401k balance wrong, but 2 of the other Fidelity accounts are saying I need to reconnect. I've deleted all accounts and re-added them; one time it only found 2 of the 4 accounts. I tried adding accounts again, and it added the remaining 2 but broke the first 2 that had been working. I now have 1 Fidelity account that seems to be downloading correctly (not sure), 2 that are not, and 1 that has an incorrect balance. Help, please.

Quicken Anja

Hello @CPgrandma,

Thanks for sharing the details about your Fidelity accounts. To help troubleshoot:

1. For the accounts that aren’t downloading correctly, could you clarify whether you’re seeing any error messages or codes, or if nothing downloads at all?
2. For the account showing an incorrect balance, check for placeholder entries at the bottom of the register—they’ll appear greyed out. Sometimes these placeholders can affect the balance. If you see any, you can delete them by selecting the placeholder and choosing Delete.

Important: Please save a backup of your Quicken data file before attempting any troubleshooting, so you can restore your data if needed.

This information will help pinpoint the issue and guide next steps.

CPgrandma

@Quicken Anja

1. No error messages or codes earlier; they are now downloading.
2. The 401k has an incorrect balance, and there are no placeholder entries.

Quicken Anja

@CPgrandma Thanks for confirming that your accounts are now downloading again. Regarding the incorrect 401k balance—could you clarify which part of the balance appears incorrect? For example, is it the cash balance or the overall market value?

If it’s the market value that’s off, please also check whether the price updates for your holdings might be delayed by a day or more, as that can sometimes cause a temporary discrepancy.

Once we know which portion is incorrect, we can better determine the next steps.

Thank you!