Fidelity Investment Accounts (4) have not downloaded transactions since early February 2026
Quicken will not download transactions from my Fidelity cash Management account . My Investment account and IRA account were working. I have tried all steps recommended in all posts I have found. I cannot de-activate because the account no longer has on-line services. I cannot add on-line service because while going through the set up on-line process, Quicken says accounts are already set-up. I am tired of trying to resolve this and am about to cancel my subscription. Updated my Fidelity accounts is key to managing my finances!
Answers
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There's a couple of contradictory statements in your post … so let's see if we can clarify them.
When you to TOOLS, Account List … what shows in the "Transaction Download", "Last Download" and "Financial Institution" columns next to ALL of your Fidelity accounts. Also, specify which are working and which aren't.
And when you click EDIT next to each of the accounts, what shows as the "Account Type"?
When you to HELP, About Quicken … what shows as your Release, and "Subscription valid thru …" date?
I'm a Fidelity customer also, with CMAs for both my brokerage and my wife's, and we're not having any problems with them … so I suspect the issue is specific to your Q data file. SO, what actions have you taken so far to address the issue(s)??
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
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