Fidelity Issues

Hawkins1
Hawkins1 Quicken Windows Subscription Member ✭✭✭
edited January 5 in Errors and Troubleshooting (Windows)

So I understand that there have been and currently still have issues with Fidelity and Quicken updates. As I read through the issues that are existing, I am not sure it addresses the issue I am having with a 401k/403b account. It worked flawlessly through the first half (or so) of 2025 but when the issues started with Quicken and Fidelity (was it July? or August? or Sept?), it's been a bit of a mess.

I can currently link my Quicken Account with the Fidelity account. No issues there. The issue I am having is that the investment purchases within the Fidelity 401k/403b account are not importing. Instead when there is activity (once every two weeks with paychecks), what imports is a few line items (3 or 4) that say "contribution" with an amount. I am not even sure what the amounts linked to and I just delete them when I see them as I have the contributions reflected via the Paycheck tracking feature within Quicken. Any idea how to get the investments to import in. This seems to have been fixed based on what I read; however, I have no success.

I currently am linked to "Fidelity Investments" using the Express Web Connect+. I've reset, deactivated, re-activated, and have had zero success.

Thanks!

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Comments

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @Hawkins1,

    Thank you for sharing a detailed account of what you are experiencing.

    You are correct, it appears that the issue you described has been marked as resolved/fixed for most users. That being said, it is still being monitored.

    Given that you are still experiencing this issue, we recommend contacting Quicken Support for assistance with this. They will be able to take a closer look and process an escalation if needed.

    To prepare for this interaction, you can gather screenshots of what you are seeing in Quicken and what you see on Fidelity's website. You can also go to Help>Report a problem>Send to Quicken to send over your log files.

    Help>Report a problem.png

    These will be needed so they can check to see how the account information is being sent to Quicken. If you need help gathering these things, no worries, our support team can walk you through it step-by-step!

    Let us know how it goes!

    Quicken Alyssa

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