Why is Quicken for Mac not syncing with Fidelity Investments?

LLM
LLM Quicken Mac Subscription Member
edited February 24 in Download, Add/Update Accounts (Mac)

Why is Quicken for Mac not syncing with Fidelity Investments?

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @LLM,

    Thank you for reaching out! To help troubleshoot, please provide more information:

    • When did you first notice this issue?
    • Is this affecting multiple accounts with Fidelity?
    • Are you seeing any error messages/codes?
      • If not, then what behavior are you seeing?
    • What type of account are you seeing this issue with (401k, brokerage, etc.)?
    • When I check our internal tools, it looks like you recently tried reconnecting the account(s). Did that help at all?

    I look forward to your reply!

    Quicken Kristina

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  • JSE
    JSE Quicken Mac Subscription Member ✭✭

    I have major issues with Fidelity downloads today missing key positions. My accounts were fine last week, major problems this week! I'll be calling tomorrow to find out why!

  • btw
    btw Quicken Mac Subscription Member

    Multiple Fidelity accounts are out of sync with Quicken for Mac. I have about 6 Fidelity accounts, 2 of them are wildly out of sync. They stopped syncing in late 2025. I tried disconnecting and reconnecting the link. Nothing worked. I figured Quicken isn't interested in supporting the Mac version of the software so I'll just let my subscription end in two months.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @btw,

    Thank you for taking the time to report this issue to the Community, although we apologize for any frustration or inconvenience experienced.

    This issue has been reported to our Development and Product teams for further investigation and resolution. Though we do not currently have an ETA, you can bookmark the Community Alert linked below to get updates when available and to know when the issue is resolved. If you do not see the bookmark icon at the upper right, please make sure you are logged into the Community.

    https://community.quicken.com/discussion/7971451/new-2-25-26-fidelity-investments-missing-transactions-incorrect-balance-missing-securities-etc

    Per the instructions in the alert, please contact Quicken Support directly for assistance. 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.

    I apologize that I could not be of more assistance! 

    Quicken Kristina

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