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Fidelity Transactions NOT downloading

bvalebob

Hello:

Tagging on to other posts re Fidelity transactions not downloading, none of my brokerage or IRA accounts are downloading. The last successful transaction download in any of the accounts is 31 Dec. It wasn't too many months ago it took WEEKS to fix a download problem, and now we're at it again!!

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Boatnmaniac

I've gotten transactions downloaded into my Fidelity accounts just about every day. The only transactions that are not downloading are for the Core Position money market funds but that is how it should be.

Does your Fidelity.com online account show that there were transactions that should have been downloaded?

Have you been getting any error codes or messages?

On Account List, what date does it show in the Last Download column?

On Account List, what does it show in the Transaction Download column?

Have you tried Reset Account (on the Online Services tab of Account Details)? If not, backup your data file and then try doing that.

CathyMu

I also have this problem. Fidelity downloaded once on 1/2/2026 with a slew of bogus transactions marked as expenses in my IRA. I restored a backup, waited a couple of days and tried again. I have since successfully downloaded other institutions but nothing from Fidelity. Fidelity doesn't show any errors, shows as complete, but does not download. I do have a few transactions that should be downloading.

Quicken Alyssa

Hello All,

Thank you for reporting the issues you are having.

Please try the steps below and see if it resolves the issue:

Create a backup of your Quicken file first.
Deactivate all Fidelity accounts in Quicken.
1. Select the Tools menu and select Account List....
2. In the Account List, select the account you want to deactivate, and then click Edit.
3. In the Account Details window, click the Online Services tab.
4. Click Deactivate next to the service you want to disable.
5. Click Yes to the message confirming if you want to disable this service. Note: If you do not receive this message, additional information is available below.
6. Click OK to the confirmation message.
7. If you have an investment account that is linked to a cash account, you need to deactivate the online services from the investment account, which will automatically deactivate the linked cash account.
8. Important: If you are deactivating/reactivating an account to fix an issue, you'll need to deactivate all the accounts with the affected financial institution that you have activated in Quicken (including hidden ones). Once they're all deactivated, then you can follow the steps to reactivate.
Revoke Quicken’s third-party access from the Fidelity website.
Reactivate the accounts in Quicken.
1. Go to Tools > Add Account.
2. Select the bank for the deactivated account(s). If prompted, select the connection method.
3. Enter your credentials and click Connect.
4. When the list of located accounts appears, choose LINK next to each account you want to reactivate.
5. Click Next, then Done on the last prompt.

Let us know how it goes!

CathyMu

Thank you. I was able to de-activate and re-activate and get things working again. There were a few duplicate transactions but not too many.

Quicken Alyssa

@CathyMu,

Thank you for following up to let us know what steps worked to resolve this issue.

If you need more help, don't hesitate to reach back out!

Thank you!

bvalebob

I just executed Alyssa's 6 Jan instructions, i.e. de-activating and activating, and all my accounts are now activated again with Fidelity. When I look at Fidelity there are 4 new transactions dated today, 3 dated 5 Jan and as well as many transactions dated 31 Dec. None of these downloaded when I just did an update. Note that since this mess began I manually entered all the 31 Dec & 5 Jan transactions, however they have not downloaded and cleared as they should have.

I am not getting any error messages…just not downloading any transactions. Any idea when this is gonna get fixed. Seems like I'm not the only one having trouble.

Quicken Alyssa

Hello @bvalebob,

Thank you for adding to this discussion!

It sounds to me like you are experiencing missing transactions. It sounds like this is the first time this is happening, so please check the following:

1. Has the sort order been changed in the register? Confirm that the Sort Order in your account register is by Date; just click the top of the Date column in your account register. It's likely the transactions are in your register, just not where you thought they'd be.

2. Click the Reset button at the top of the register. This will confirm that there's no filtering in your account register.

3. Try refreshing your login session: To do this, go to Help > Refresh Sign in. After completing the log-in process, try running a One Step Update again.

4. Have any transactions been deleted recently? Transactions won't download again after being deleted. If a transaction was deleted in error, you can re-enter it manually

Let us know what you find!

bvalebob

Alyssa:

Thanks for the response. Responding to your items:

I just confirmed that all five registers are sorted the same, by date, and have always been. All tranactions appeared to be cleared, except for the newer ones mentioned below.
I don't see a reset button and the other blocks at the top of any of the registers like you show in your example. My Classic Deluxe just has the column headings
I did the login session refresh and a one-step update and nothing downloaded.
As I mentioned in an earlier msg, the last Fidelity transaction I've received in any of my five accounts is 26 Dec and it's marked cleared. All transactions since then I've entered manually in order to have current info. No transactions have downloaed to match with the manual ones I inputted. My account balances were incorrect until I entered the missing transactions manually.
I get no error messages when i do a one-steip update.
Each of my investment registers shows an accurate last download date, time and method (Exprss Web Connect)
I've de-activated all five accounts, closed quicken, re-booted the computer, and reconnected all of the accounts several times now and still don't get any Fidelity transactions. I haven't done it today yet. Should I try it again?
I didn't see anyplace on the Fidelity site to deactivate/activate anything. Is there something there I should look for?
I have not deleted any transactions in any of the investment accounts.
I can't remember doing anything that would have stopped transactions from downloading.

bvalebob

Alyssa;

I called Fidelity and talked to their Electronic Tech Support Team. They said that they have no current known issues that would prevent my transactions from downloading. They went on to say that if I get a problem ticket/claim no. from Quicken they will do their best to coordinate with Quicken to resolve the problem.

They recommended that I set up a test file in my Quicken and set it up to sync with my 5 Fidelity accounts to see if all transactions download. I just finished doing that and all of the missing transactions downloaded.

Now…what has to be done to fix my main file to once again download my Fidelity transactions?

I'll try to get a tkt/claim no. from Quicken Support, but last fall when I tried to contact them it was a nightmare.

Bob

bvalebob

Does anyone have an idea when this issue will be fixed? I've been checking the Quicken Support page and all it says is that there's a problem and it's being worked on. That was a 19 Dec message….over a month ago now!!

When I look at the Fidelity website I don't seen any recent transactions, so I don't know if anything has been fixed or not.

Thanks,

Bob

Quicken Alyssa

@bvalebob,

Thank you for following up with additional information.

Due to the nature of this issue, it is recommended that you contact Quicken Support directly for further assistance, as they can walk you through troubleshooting steps in real-time and escalate the situation as needed.

The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday. Chat support is available at the same times, seven days a week.

Thank you.

bvalebob

Thank you Alyssa.

I contacted them and the gentleman I talked with - for a very long time - was extremely helpful. He finally determined that my file had become corrupted and guided me through copying and resetting it. It took a lot to deactivate and reset everything, but finally things are now downloading properly. There is indication as to how the file became corrupted. I still believe that all of this might be related to the msg on the support website about download problems into quicken beginning 19 Dec, as that's the same time all my problems started. Somehow could that have corrupted my file? Who knows, but the problem is fixed now, so I guess it's case closed.

Bob

Quicken Alyssa

@bvalebob,

Thank you for following up and letting us know how it went!

I am happy to hear the issue has been resolved.

A number of things can cause damage/corruption to a data file. I'd say the two most common ones I have seen are data file location and third-party services accessing the file.

If you have your file stored in an external location like OneDrive, Dropbox, USB drive, etc, this can cause damage to the file. The file you are actively using should be stored locally. The default location is C:>Users>username>Documents>Quicken, and that is where we recommend keeping it.

Allowing third-party services to back up/sync the data file you are actively using can cause damage to the file as well. Same culprits apply: Carbonite, BackBlaze, Norton, OneDrive, etc.

You can store backups externally and allow them to be synced. This only applies to the main active data file.

Hope this helps!

bvalebob

Thanks Alyssa -

That's the strange thing…my file is on my computer and the only third party services with access are through Quicken, i.e. my bank and my investment firm.

Bob

Boatnmaniac

https://community.quicken.com/discussion/comment/20534583#Comment_20534583

What is the Windows Explorer path for where the data file is stored? Click on "File" and look to the bottom of that menu where you will see the path for your data file listed. If it has "OneDrive" in that path it means that while the data file is saved on your local drive it is also saved on One Drive and the two are being constantly synced with each other which is known to be problematic for Quicken.

I'm mentioning this because what MS did to me a while back during a Windows update was to insert "OneDrive" into the file path without informing me or even asking if that is what I wanted. Others have posted that the same thing happened with them so it would be good to double check to make sure that did not happen to you.

If you find that it happened to you, make sure you move your data file to another folder that has a path that does not include "OneDrive" in it. That default path (C:>Users>username>Documents>Quicken) would be a good one to use.

bvalebob

Thanks.

I just checked. My file does not have OneDrive in the patch. It is on my hard drive in a documents/quicken folder.

Bob

Quicken Alyssa

@bvalebob,

Thank you for those additional details.

I hope everything works smoothly in your new file. If you need more help, don't hesitate to reach back out.

@Boatnmaniac,

Thank you for providing that explanation!

Thank you both!

herbslc

i'm having same issue, as Bob, above. I've done a validate and repair, i've reset ALL the fidelity accounts and am still experiencing issues. NO downloads for any account. can you please provide details on how to fix?

bvalebob

Hi -

I would do what I did…get Quicken Support on the phone and go through the complete new file generation process. They had me do several special steps and guided me through the whole thing, i.e. creating a "clean" new file, then setting up new account on-line access links.

The guy that helped me was great. I gave him access for part of the process so he could see exactly what was going on.

Bob

Quicken Alyssa

Hello @herbslc & @bvalebob,

Thank you both for adding to this discussion.

@herbslc,

If you are still having this issue, please follow the steps outlined here;

https://community.quicken.com/discussion/comment/20530787#Comment_20530787

@bvalebob,

Thank you for chiming in to provide advice.

Thanks again!

vlee194546

I had this infamous Fidelity transaction download for a long time. Without getting into the frustrated history, After I deleted /removed all my Fidelity accounts as told, I could never setup the connection again. I always got stuck on the "…Use the sign-in Form…" screen, it just keeps spinning. So far I have tried:

Allow popup on Fidelity.com and Quicken.com; and turn off the Avast shield temporarily. but no success.

I use window 11 and Quicken Classis Deluxe, my computer skill is minimum, average consumer at best. I would appreciate any advice, thanks.

bvalebob

I described earlier the only thing that worked for me. Call Quicken Support and have them walk you through each step.

Bob

dantrav

I have tried the above instructions from Alyssa numerous times with no success. The instructions appear clear but they simply do not work.

Full Backup, Deactivate all Fidelity accounts, remove Quicken access from Fidelity, Add Account/Fidelity. When I try to add an account, Quicken will present two of the accounts and not the other accounts. The other accounts are not reactivated even though Fidelity security center reports them as active.

So, I reactivate the missing ones individually. That appears to succeed but I still do not see any transactions since 10/8/2025.

To make matters worse, importing a downloaded CSV from Fidelity fails to import. I've been using Quicken since 1996 with the expected/manageable hiccups along the way, but my experience using it with Fidelity over the last 5 months has been terrible. Transactions do not download, stock quotes don't reflect the closing stock price, and I constantly having to manually add transactions.

Additional note: Now when I run One Step Update it reports the following:

Fidelity Investments

CC-601 | 4 Accounts

We cannot find an account with a non-zero balance or with any transactions in the last 12 months. Please check your FI website and try again.

Selecting Try Again produces the same results. The connection type is reported as Express Web Connect+

Boatnmaniac

https://community.quicken.com/discussion/comment/20541388#Comment_20541388

Seems that there is a current issue with this CC-601 error code: Re: CC-601 Error - Fidelity Brokerage Accounts not updating.

bvalebob

Hello?

As I said much, much earlier, I had tried all the recommendations provided in this bulletin board, and none worked.

The ONLY thing that worked, as I mentioned above, was to have Quicken Support on the phone and occasionally on my computer, to walk me through every step. The guy who assisted me was great and very patient.

I have no more advice, as all I'm doing now is repeating what I've said multiple times.

I wish you luck in solving your problem.

Regards,

Bob

[Edited-Readability]

rhoneyman

New one on me: I downloaded everything without any issues. When I went to compare my account balances in Q with Fidelity account, I was missing a symbol I purchased yesterday. Turns out I did a quick trade a couple of weeks ago. Q dropped the previous buy and added yesterday's buy, leaving a balance of zero shares.

I did a restore from a few days ago, and saw that both sides of the older transaction were there. When I then did the update, there were no new transactions. Nada. No download. The whole thing was off by thousands of dollars and all the stuff I panic sold on Monday remained in place.

This really keeps getting less and less stable. I tried looking for a phone number, but I'm now out of time. smdh.

CharlieShu

I'm having the same problem. I restored from a backup taken on 2-23-2026 and now no transactions can be found. There should be many. I've tried so many things. This is very frustrating. -CharlieShu

Quicken Alyssa

Hello All,

Thank you all for chiming in!

For anyone experiencing issues with Fidelity, we currently have an Open Alert for various Fidelity issues. The alert asks that you contact Quicken Support for assistance so we can handle these on a case-by-case basis and escalate the issue if needed.

Thanks again!

Robert Honeyman

https://community.quicken.com/discussion/comment/20541398#Comment_20541398

What exactly did they have you do that fixed the issue? It seems if there's a solution, there should be a page that explains how to effect a fix. I can't imagine this is a problem limited to a small handful of people.

Quicken Alyssa

@Robert Honeyman,

Thank you for adding to this discussion.

Here is a link to Quicken Support, in case @bvalebob doesn't get back to you. The alert I linked in my previous post has been marked resolved. Anyone still experiencing issues should reach out to support.

Hope this helps!