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Fidelity Accounts Not Updating Balances

Jillartstudio

-Quicken Classic for Mac v8.3.2

-Mac OS 15.7.1,

Hi everyone,
I’m checking in to see if anyone else is experiencing this issue. Recently the direct connection with my Fidelity accounts stopped reflecting current balances.

What’s the best way to resolve this? Removing and re-adding the accounts seems like the obvious step, but I wanted to check first if this is a known issue.

Thank you

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Comments

Quicken Alyssa

Hello @Jillartstudio,

Thank you for your question. We are happy to help!

We have been undergoing a migration with Fidelity. Some information on this can be found in this Community Announcement. If you have not yet migrated to the new connection method, this could be why your accounts are no longer updating.

To migrate your accounts:

Save a backup.
Disconnect all of your Fidelity accounts.
Reconnect your accounts using the Fidelity Investments instance in Quicken. (It looks like at least some of your accounts are already on this instance)
You will be taken through an authorization process.
Once back in Quicken, be sure to LINK to the existing accounts to prevent duplicate accounts.

Some things to note:

You may experience duplicate securities. If you do, you will need to merge them.
You will most likely have 90days' worth of duplicate transactions. These duplicates are to be expected when switching connection methods and will need to be deleted manually. The good news is, it should be just a one-time thing and not something that continues happening.

I hope this is enough to get you started on the right path. Of course, let me know if you need more help.

Thank you!

Jillartstudio

Ok @Quicken Alyssa , I will try your recommendations and circle back with any issues.
A couple more questions:

Is this issue occurring with other third-party connections as well (e.g., other banks, brokerage accounts, etc.)?
When you mentioned “It looks like at least some of your accounts are already on this instance” — could you clarify what level of access moderators have to view my accounts?

thanks!

Quicken Alyssa

Hello @Jillartstudio,

Thank you for following up. I am happy to answer your questions.

Yes, for instance, Bank of America is also currently migrating to Express Web Connect+. Other financial institutions, like Charles Schwab, Chase, Citi, and more, have already gone through this process. We will continue to see more banks add to this list as time goes on.
When I said it looks like at least some of your accounts were already on that instance, I can see connection attempts/aggregation events. So I could see that you had a successful connection using the Fidelity Investments instance in Quicken, which is the instance that uses the new connection method, Express Web Connect+. Therefore, I interpreted it to mean you most likely had at least some accounts connected to it.

Hope this clears up any confusion, and I am happy to help if you run into any snags along the way.

Thank you.

Jillartstudio

@Quicken Alyssa , Thanks for clarifying — that helps. To be absolutely clear, when you mention seeing connection attempts or aggregation events, can you confirm that Quicken system administrators and moderators have no visibility into any personal or financial data such as account numbers, balances, or transaction details, and that access is limited strictly to technical connection information?

That would be really helpful to know.

Jillartstudio

@Quicken Alyssa

Subject: Account balance still incorrect after following reconnection steps

Something doesn’t seem to be working correctly, and I’d like to confirm that I’m following the right steps.

I reviewed the release notes you provided here: Fidelity Cut-Over Migration (updated 9/25/25).

Here’s what I did:

I have 7 accounts associated with this institution.
I selected the one account showing an incorrect balance.
I right-clicked the account → chose Account Settings → Disconnect Account → then Reconnect and Link to Existing.

During reconnection, the balance initially appeared correct, but once the process completed, it reverted to the incorrect balance.

My question: Would it make sense to remove the account (or the entire institution), close and back up my file, then reopen Quicken and re-add the accounts? Or would that risk losing my historical transactions and balances?

btw, I did check the Merge process, you recommend but there's way too many securities to do that with confidence. Looking for Duplicates is also quite daunting. Is there an easier way to review a single account for duplicates?

Quicken Alyssa

Hello again @Jillartstudio,

Thank you for following up.

Quicken system administrators and moderators do not have unrestricted visibility into customers’ personal or financial data. Access to account-related information is strictly limited based on role and is used only when necessary to support technical troubleshooting or customer service. Any such access is governed by strict privacy and security controls consistent with our Privacy Policy.

As for your question, I think you can try those steps. I would do them in this order.

1. Save a Backup. Steps can be found in this article if needed.

2. Disconnect ALL Fidelity accounts in Quicken. Here are the steps on how to do that.

3. Revoke Quickens Third-Party Access from the Fidelity website.

4. Add accounts back into Quicken

Once back in Quicken, you will want to make sure you choose the "LINK to existing" option for any accounts that are already in Quicken.

However, if your balance is already wrong, those steps would only fix that in certain scenarios. If it doesn't fix it, the other options are restoring a backup and trying again, or going through your transactions to see where the discrepancy happens and correcting it.

Let me know how it goes.