Fidelity cash management account

JoshFla

Is there a timeline when the connection with Fidelity will be fixed so that it can properly download the cash management transactions? Everything worked great until the new security changes went active. When I went to reauthorize my accounts I only had a brokerage account option which does not work for the cash management account

recursor1

As of October 25th, it is most certainly fixed.

utexex79@

This is NOT fixed yet (as of 11/17/2025). when reauthorizing the CMA account, I still only get options "Brokerage", "IRA or Keogh Plan" and "529 Plan". None of these allow me to link to the existing CMA account in my Quicken Windows app.
I first experienced the issue on 10/10/2025, and chatted with Quicken Support:
08:09 AM | Me: when performing a one step update, getting message that Fidelity Investments (I have 9 accounts with them) is transitioning to a different connection method. i tried the 'Reauthorize' process, but one of the accounts (Cash Management Checking) does not appear in the 'link to account' dropdown list. i chatted with Diego yesterday, i shared my screen and he determined that Fidelity may not have been sending the correct account type for the checking acct. it wanted to assign the 'Brokerage' type, which somehow didn't work with quicken. we ended up with Diego stating "we need to get in touch with a Higher support team that will help us to do more research on this and find out what can be done to fix this". i didn't have time yesterday to continue, so i'm back today
08:12 AM | Hosten from Quicken Classic: I am sorry about the inconvenience you’re passing for. Fidelity is currently implementing some changes on their end. From our understanding, they are still in the process. Is a known problem that has affected many users recently due to changes in how Fidelity data is imported into Quicken. Let me take a moment to double check if we have updated information related to these Fidelity changes. Just give me a moment please.
08:15 AM | Hosten from Quicken Classic: Thank you so much for your patience and for holding. I apologize for the extended wait. It looks like Fidelity is still experiencing some connection issues due to recent changes. I’m truly sorry for any inconvenience this may have caused. Please know that the Quicken team is actively working on a solution. These changes were made by the financial institution and Quicken is following their guidelines. We really appreciate your understanding and patience during this time.
08:17 AM |
Me: ok, so i should wait to try the transition process again until i hear back from you?
08:17 AM | Hosten from Quicken Classic: Yes please, I am sorry about the inconvenience you’re passing for. We appreciate your patience.
i did a follow up chat with Quicken Support on 11/5/2025 and verified that the issue was still unresolved.
I've just tried to re-authorize the CMA account today, same result

Chris_QPW

If people want a timeline they should as Fidelity. They and only they can fix this.

Asking Quicken Inc is asking them to ask Intuit to ask Fidelity when it will be fixed. Quicken Inc pays Intuit for connection services and they deal with the financial institutions. What’s more Quicken Inc has a policy never to give estimates on when anything is to be done. And you are asking either other users on here or a few moderators that have no access to that information to give something they can’t give.

utexex79@

that is one way to look at it, but I'm paying Quicken to have an app that downloads updates correctly, so it's also on them.

NotACPA

https://community.quicken.com/discussion/comment/20524785#Comment_20524785

GET REAL! Quicken can't fix what Fidelity has screwed up.

leishirsute

Quicken support and Fidelity support have mentioned in the past that they work with each other to resolve some issues. I usually notify both Quicken and Fidelity of a problem that seems to be slow in resolution and, often, they acknowledge working with each other to resolve the issue. It appears they have some sort of support coordination communication. More than likely, Intuit+Quicken+Fidelity have to work together to resolve some issues.

utexex79@

i agree they should work together if needed, but if the downloads aren't performing correctly, it's the ultimate responsibility of quicken to provide a fix. it's their app.