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Fidelity Securities Missing from Downloads

Scott BJ

(Quicken Classic Premier Version 8.4.2 (Build 804.59835.100), macOS 13.7.8)

The Securities section for Fidelity accounts only displays Cash after "update account" in Brokerage Account. All Funds/Securities have disappeared. The Roth IRA account is missing several funds while displaying most of them. The share price and share quantity are accurate for those that are displayed but the rest are just missing. I can't find any patterns as yet. External accounts seem to update fine. No errors are triggered when updating. I've Disconnected and Reconnected the accounts a couple of times to troubleshoot, to no avail. This began occurring about 22 Feb 2026.

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plodwick

Yesterday my Fidelity Accounts were correct. Today my Quicken updated to Quicken R66.18, Build 27.1.66.18 and my Fidelity accounts are way off. I have tried to Deactivate the account and Reset the account, but neither helped.

Quicken Alyssa

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.

[CBT-1053]

Quicken Alyssa

Hello All,

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 Alyssa

@Scott BJ & @plodwick,

I have sent you both a direct message. Please navigate to the inbox in the top right-hand corner of the Community page and check your inbox.

Thank you!

Scott BJ

Good morning and thank you for the prompt replies! I went to follow your instructions about reporting the issues and when I went back into Quicken everything was resolved and working correctly.

A big thank you to all who took the time to address the issue!

For some reason my Checking and Savings accounts won't connect (SchoolsFirst FCU), but I'm assuming that is a different issue that was introduced after the fix, and I just sent in a report.

Scott

Quicken Alyssa

@Scott BJ,

Thank you for following up!

I am happy to hear the Fidelity issues have resolved. Please create a new thread if you need help with the Schools First FCU issue you're experiencing.

Thanks again!

SRC1954

Most of the problems from this morning have been resolved for me but two things I want to complain about with Fidelity:

They cannot make up their mind if cash will be cash or a security (SPAXX). Auto Reconcile fails from time to time because they keep switching.
I bought some additional shares of a fund yesterday and it downloaded correctly, added the shares correctly, but did not update the Cost Basis. It wants me to update the added shares cost from 2018 but that is correct. It is today's added shares (the transaction was a buy) that doesn't update.

I don't understand Fidelity at all. They seem bent on being a pain. And don't get me started with Cash Management accounts.

Scott BJ

@SRC1954 I just saw this thread and remembered your comment about Cash vs Money Market (SPAXX). Maybe this will help. I haven’t tried it myself yet.

https://community.quicken.com/discussion/7966384/9-24-25-fidelity-investments-changes-to-money-market-cash-holdings

Quicken Alyssa

Hello All,

Thank you for adding to this discussion.

We do still have an Open Alert for issues with Fidelity. If you are still experiencing issues, it is recommended that you contact Quicken Support directly so they can investigate these on a case-by-case basis.

Hope this helps!

Scott BJ

Thanks @Quicken Alyssa, this thread that I started about Fidelity Securities Missing from Downloads is resolved. But in addition to the Open Alert you just mentioned, which may be limited to the Windows version, is this Open Alert which affects both Windows and Mac:

https://community.quicken.com/discussion/7971667/new-3-2-26-fidelity-investment-fdp-101-cc-601-cp-script-error

Quicken Alyssa

@Scott BJ,

Thank you for following up and pointing that out.

Happy to hear this issue you started this thread for has been resolved! Yes, we do have that alert for Fidelity as well. For anyone not getting the FDP-101/CC-601 errors, they fall under the other alert.

Thanks again!