anyone know why or how to fix fideilty holdings?

Question

I am on windows 11 using quicken per attachment

Since the fidelity update, fidelity has been sending the wrong holding over to quicken.  their website shows the correct holding.  is there a way to get this corrected?

[Edit - Removed Personal Information]

PegasusT4 · Answer

I'm also having a problem with Fidelity since their changeover to the new protocol. Downloads are missing entries, entries that come through are incorrect when compared to Fidelity online. This is especially true with a 403B we have. I have to go in manually and change just about everything that is downloaded.

Never had this problem until Oct 2025 or so. Then things went crazy.

Doug

Quicken Anja · Answer

Hello @cindersny,

We haven't heard back from you in a while. Do you still need assistance?

If so, could you please provide the answers to @NotACPA's questions?

Check back and let us know! Thank you.

NotACPA · Answer

Elaborate upon what you mean by "wrong holding".  Wrong security? Wrong quantity?  Wrong Quote? What?

What's showing on Fidelity's website and what's showing in Q?

And, BTW, I'm a Fidelity client also … and I haven't had any such problem, so I suspect that it's something in your file that's incorrect.  Possibly data corruption, or possibly incorrect set-up.