New Fidelity grief: shares and holdings disappeared from Online Center, cash balances = $0.00

leishirsute

As of 2/24/2046, after OSU, Fidelity removed most holdings from the Fidelity accounts in the Online Center and made the cash balances $0.00 for accounts. Consequently, Compare to Portfolio operation in the Online Center fails for many holdings. However, the Online Center shows the correct cash balance for each account in the Balances tab. On 2/22/2026 after the OSU, all online share balances and holdings matched and the cash balances also matched. I tried restoring several backups which showed the correct cash balances, holdings and share balances in the Online Center prior to the first OSU after restoration, but the account balances got destroyed after the OSU. Something with Fidelity downloads is really messing up positions owned and cash balances. For me, it appears to have started on 2/24/2026. I usually perform an OSU every morning and holdings and cash balances match.

JSE

Several Fidelity accounts have Remove Share transactions stripping hundreds of thousands in investments from brokerage, IRA and Inherited IRA accounts. Something is very wrong with Fidelity and Quicken downloads!!!

Joseph Kopchick

Share balances do not download. I agree that something is messed up with Fidelity downloads.

leishirsute

This morning's OSU corrected the Online Center's security holdings and share and the cash balances are now correct in the investment lists.

Smokey7422

After the latest update, several of my Fidelity accounts showed zero shares reported but there are shares in Quicken. This was preceded by no downloads at all from the end of December 2025 to mid February. Quicken and Fidelity need to get their act together. In my experience over the last six months Quicken is no longer reliable.

HPon

Fidelity NetBenefits BrokerageLink accounts are "removed" from my register… everything I had zero'd out after updating accounts on 2/24/2026 - Now only value showing is the cash balance ($2).

leishirsute

@HPon I had to wait for the next for the holdings and cash balances to be corrected. My download on 2/24/2026 showed missing securities in the Online Center and the online cash balances in the investment registers were all $0.00. This morning the OSU download corrected everything.

HPon

Resolved - I ended up asking their AI help agent - I had 2 accounts via NetBenefits, a 401k and a BrokerageLink… the $0 balance was only on the BrokerageLink. I ended up having to "deactivate" the online service for BOTH accounts (even though the 401k was working), and then Close Quicken… then reopen Quicken (Classic) and Reactivate the connection on both accounts.

Quicken Anja

Hello All,

Thank you for reporting this issue, though we apologize that you are experiencing this.

We have received reports of multiple Fidelity issues this morning, and we are working to identify the cause. We will be forwarding this issue to the proper channels to have this further investigated. However, we request that you please navigate to Help > Report a problem within your Quicken program and submit a problem report with log files and screenshots attached in order to contribute to the investigation.

It would also aid the investigation to include a sanitized file when submitting the problem report. A sanitized file is a data file that removes personally identifiable information so you can comfortably share this file with the Quicken team.

While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

Please let us know once you have sent them so we can add them to the ticket.

Thank you!
(CTP-16446)

Quicken Anja

Hello again,

Thank you again for taking the time to report this!

We have forwarded these Fidelity issues along to the proper channels, and our teams are actively investigating. While we do not have an ETA available on resolution, in the meantime, please refer to this Community Alert for any and all available updates and information.

Thank you!

Quicken Anja

Hi All,

We’re currently researching this issue and would really appreciate the opportunity to connect with a few of you directly. If you’d be willing to participate in a quick call today to help us investigate, please reply here and I’ll send you a DM with more details and to collect a good contact number.

Thanks in advance for your help!

leishirsute

@Quicken Anja Hello. The issue resolved with today's OSU. I don't think I can recreate the problem.

Quicken Anja

https://community.quicken.com/discussion/comment/20539843#Comment_20539843

@leishirsute Thanks for the update! Glad to hear it's resolved for you.