Downloading Fidelity Brokerage accounts

Cathy Diotte Scott

I have three Fidelity accounts and have used Quicken for eons. Once Fidelity did whatever they did to its system for downloading, I have had only issues.

Keep getting the ZZ thing, have continually had to re-register all the accounts, called Fidelity and was told this is a Quicken problem, not a Fidelity problem.

I am considering going back to Schwab (that I inherited after TD Ameritrade closed) and closing Fidelity. I prefer Fidelity's website and statements but downloading accurately is more important to me than those two items.

Has anyone else had issues with Fidelity downloading? Are you staying with them? Anyone using Schwab and happy with their process?

[Edited - Readability]

Quicken Kristina

Hello @Cathy Diotte Scott,

Thank you for reaching out! When you refer to the ZZ thing, do you mean you're seeing the financial institution name prefaced by zzz? If that is the case, the zzz is used to mark connections that are either inactive or soon to be inactive. That would also explain why you are getting prompts to re-register your accounts. Quicken is still seeing accounts connected via the old method and is prompting you to reconnect using the new method.

When you get the prompt to reauthorize your accounts, it should list the name(s) of the account(s) that need to move to the new connection option.

Take note of those account names, then backup your Quicken file and navigate to Tools>Account List. If you see the option to show hidden accounts (near the lower left of the Account List window), please select that option.

Then, review the account list and locate the accounts that Quicken sees as still connected via the old method. You may also want to check for any duplicate accounts, since you may have duplicates if accounts got added as new instead of linked to the existing account. Deactivate the problem accounts and any duplicate accounts you find.

Once the problem accounts are deactivated, reconnect them by navigating to Tools>Add Account and following the prompts. When you get to the Add/Link screen in Quicken, carefully link the accounts to the correct nickname in Quicken.

Once the accounts are linked, run One Step Update to verify that you're no longer getting prompted to reauthorize your accounts. If there were any duplicate accounts, once you verify the original accounts are connected and correct, delete the duplicates.

Please let me know how it goes!