Fidelity Investments and Fidelity Credit Cards transactions are not down loading

Tater

Been a Quicken customer for +20 years.

This has been going on occasionally for a few months. But, in the last (2) days I haven't been able to (update) download transactions from Fidelity Investments or Fidelity Rewards Credit Cards No error messages! I've spent MANY hours on the phone with so called "support" and managers resetting/ deactivating accounts, then reactivating them. I can't understand why a company like Quicken can't solve this issue?? No one seems to take ownership of this issue and put the resources in play to resolve it.

es114

Exactly the same for me. Fed up!!!

mdmcmaster

Also the same. I just went to contact support and the chat bot that screens customer inputs says that data downloads have been paused by Fidelity and Quicken to work out "issues".

Quicken Anja

Hello All,

Thanks for taking the time to reach out regarding this.

Our teams are currently actively investigating a number of issues reported for Fidelity. While the investigation remains ongoing, please refer to this Community Alert for any and all available updates. We recommend bookmarking the Alert to be notified as updates become available.

We apologize for any inconvenience in the meantime! Thank you.

macrac

Having similar issues.

Nossib

Exactly the same problem with Fidelity. [Removed - Rant]

bobschwa

I am having same problem with Fidelity. CC-601 after trying to restore from a backup.

john6025

Ditto….same Fidelity error CC-601.

1mikeussery

Same Problem for me. When will this get resolved?

Quicken Anja

Hello All,

Thank you for continuing to report your experiences.

Our teams are still actively investigating the issues affecting Fidelity connections. At this time, there is no additional information beyond what has already been shared in the Community Alert, and we do not yet have an ETA for resolution.

We understand how disruptive this can be, and we appreciate everyone’s patience while the investigation remains ongoing.

For the latest updates, please continue to monitor and bookmark the Alert, as any new information will be posted there as soon as it becomes available.

Thank you!

4TDS

Same problem here - it has worked for over ten years so not sure how you can break it……..VERY frustrating.

bsantelli

Same for me (nothing is being downloaded). no errors, just nothing downloaded since around feb 4th or so.

Extremely frustrating.

I tried deactivating and reactivating the two fidelity accounts, but didn't change anything. I have a ton of txns for the past 30+ days now that have not been downloaded and it would be a pain to enter them manually.

CaptainJJ

This problem has been an ongoing issue for over two months and its not only with Fidelity accounts. I have seen CC-601 errors and other errors also, all related to downloading data. I have reported these errors multiple times and forwarded supporting data. I have been a Quicken user for 30+ years and never seen data download problems take so long to correct. For me the value of Quicken is the ability to download financial data and I am very selective and reject organizations that don't allow this function. The value of Quicken deteriorates with these operational concerns.

CaptainJJ

Looks like the problem with the accounts downloads is spreading fast. Now the Citi accounts a not downloading the data.

Joseph Kopchick

After a bank account displayed a wrong balance, I restored from backup which corrected the bank balance, but then nothing would download from Fidelity. I tried resetting to no avail. Has a restore from backup contributed to this problem? Coincidently, I've been running a parallel with a scaled down version of my database. It's working fine. So, after a restore from backup one database won't download from Fidelity. Another database with the same accounts works. Go figure.

NZP7294

CC-601 Error with Fidelity. Worked fine until recently. This is a VERY VERY big deal for me. If Quicken can't handle reliable download from a major brokerage firm, what good is it?

I'm using R64.30 due to on-going (and STILL not fixed after 3.5 months) problem with downloading Oakmark Funds.

Maybe use real software engineers instead of using AI to do your coding?

NotACPA

Fidelity needs to fix this. Blaming Q, abandoning Q, is cutting off your nose to spite your face.

And, BTW, a big part of the problem is identifying the cause … since not all Fidelity customers (for example, me) are experiencing this.

es114

Your last sentence above indicates the problem lies with Quicken.

Mike Italiano

Same problem connecting for downloads from Fidelity. If this isnt fixed soon, instead of manual updates, I will spend time investigating alternatives to Q.

Allen102

CC-601 when trying to update Fidelity accounts. Please post the Case/Ticket number here so we can pass it along to Fidelity. Fidelity Electronic Support contact is (800) 544-7595

OTN

Hello Quicken. This thread appears to be the most relevant and active to those of us who cannot link/re-link and download transactions from Fidelity via Express Web Connect + /OAUTH link. (Links have also broken with Citi Credit Cards, and Chase Credit Cards, however those have been easy to re-link.) Apparently the displayed 601-error per Quicken and a concurrent thread is a common marker of failure; however Quicken Supervisor Beverly told me there is also an "internal, not displayed to the user" error that is also a marker of link/OAUTH failure that Quicken supervisors can see via our accounts, that we cannot see. This lack of displaying an error to users is why we experience all these failures with no notice, and why relinking per normal process appears to succeed but does not download any transactions because the bug(s) are still present and unresolved.

Point: Quicken - please display all internal 601 errors to users, wherever they occur in processing, especially (1) at account reactivation, and (2) One Step Update completion. Please consider this a respectful "demand" as that is standard IT development practice. Thank you.

Point: Quicken - please give us here and now a detailed status report on the process of fixing the relink process, and be specific on: (1) what Quicken is doing, (2) what Intuit is doing (owner of Express Web Connect +/OAUTH) and (3) what Fidelity is doing. This is only right with the extent of what is going on with Fidelity transaction downloads. Fidelity "Electronic Channel Support" Garrett told me Fidelity has had an internal team working with Quicken on this since mid February. Given that we are paying Quicken for: (1) Quicken subscription software updates, and (2) a reliable transaction download link, this is a fair request.

Last Point: Please consolidate this thread with the related thread "NEW! 3/3/26 Multiple FIs - CC-601/FDP-101" (Ticket #12269329/ CTP-16510) and work with Quicken Alyssa to coordinate your response. This is also a fair request given the severity level of these bugs and the severe impact on users.

Thank you for your immediate attention to this critical matter. We appreciate it.

Frank MBA CPA CMA CISA (friend of NotACPA)

berkley57

Things appeared to be fixed last night. When I updated this morning, the Fidelity account balances reverted back to the incorrect values seen previously. Problem not fixed yet

Joseph Kopchick

There's some progress. OSU shows the Fidelity accounts have updated and transactions have been downloaded, but when I go to the account to accept, there's nothing there. One of several accounts has updated prices, and the comparison works. The rest show prices as of March 5th which do agree with the prices in Quicken. Whoever is fixing this bug is getting closer.

Quicken Anja

Hello All,

Thank you all for continuing to share your experiences and updates. We understand how frustrating these connection and download issues with Fidelity accounts have been.

Our teams are still actively investigating the Fidelity-related issues that many of you have reported.

At this time, there is no new information beyond what has already been posted in the Community Alert. That Alert is the central place where we will post any confirmed updates, progress, or resolution details as soon as they become available.

We appreciate everyone’s patience while this issue is being worked on.

Thank you!

[Edited to Correct Alert Link]

OTN

Note to "Quicken Anja": clicking on the "Community Alert" link above transfers to the thread entitled: “RESOLVED 3/9/26 Fidelity Investments-Missing Transactions/Incorrect Balance/Missing Securities/Etc.”. Further, the last comment in that thread stated: “

Quicken Kristina

Quicken Kristina Quicken Windows Subscription Moderator mod

March 9

RESOLVED 3/9/26

This issue has been marked as resolved. However, this Alert will remain available for those who may still be experiencing it.

If you’re still encountering the issue, we recommend reaching out to Quicken Support for further assistance.

Thank you!

The only problem is that these issues have not been resolved and are ongoing. As such please follow the recommendation above and: (1) Consolidate all related Fidelity issues to this thread, (2) respond to the detailed status request.

[Edited for Readability]

Quicken Anja

Hello @OTN,

Thank you for bringing that to our attention. The link has now been corrected to point to the appropriate Community Alert that is still active and being updated as the investigation continues.

While we understand the desire for more detailed updates, the Community Alert remains the central place where any confirmed information, progress updates, or resolution details will be posted as they become available from our teams.

We appreciate everyone continuing to share their experiences and updates here, as that information helps our teams monitor the scope and impact of the issue.

If you are still experiencing issues related to the other Community Alert that has been marked resolved, please follow the guidance in the last update and contact Quicken Support directly, as our support agents will need to gather log files and escalate the issue individually.

Thank you!

Zorbaski

Just to be clear, this Fidelity issue remains UNRESOLVED, correct?

Quicken Anja

https://community.quicken.com/discussion/comment/20542472#Comment_20542472

@Zorbaski Yes, that is correct. The download issue where users are also experiencing error CC-601 (or FDP-101) is still considered ongoing.

Thank you!

OTN

Olaf UPDATE: It appears that for me as of an hour ago the 601 errors (visible and hidden) are now fixed and the dead re-link process is now live and works. I will copy/paste the exact process I used to rebuild this link below. I used Gemini AI and augmented per below:

Olaf To Gemini: I use Quicken Deluxe (latest client Windows version) and have 10 brokerage accounts at Fidelity Investments with a single Web Fidelity log-on, and 10 matching accounts in Quicken. I use quicken to download Fidelity transactions on a daily basis.  Quicken and Fidelity have recently established a new transaction download protocol via a Intuit-owned link-connection interface named "Express Web Connect +" that uses the OATH/Token protocol.  This link often breaks without error display or other warning. In addition, the relink process is not defined, is not reliable, and relink success or failure is not displayed.  The user can think everything is fine, but after a reauthorization and re-linking that appeared successful, transactions still do not download, again with no error display.  This is very frustrating as the vendor reauthorization and re-linking process in Quicken TAKES A LONG TIME and when not successful the complete process needs to be repeated in the hope that "this time it will work".

Olaf To Gemini: Question:   What is a reliable follow-on process and steps to re-establish the "Fidelity Investments transaction download link to Quicken"?  Be sure at the beginning to include  steps and reasons to: (1) Refresh Sign in, then (2) Reset Cloud Data.

RESPONSES BELOW ARE ALL GEMINI "AI": They work!

Gemini To Olaf: Re-establishing a reliable connection with Fidelity after the transition to Express Web Connect+ (EWC+) can be exceptionally finicky because the "token" that authorizes Quicken to talk to Fidelity often gets "stuck" or out of sync between your local data file and Quicken’s cloud servers.

To fix this, you must perform a "deep clean" of the connection data. Following these steps in this specific order is the most reliable way to clear out the "ghost" settings that cause the silent download failures you are describing.

Step 1: Refresh Sign In

Reason: This forces Quicken to refresh your Quicken ID registration token. If this token is stale, it can't properly negotiate the OAUTH/Token handshake with Fidelity, leading to successful-looking logins that don't actually pass data.

1. Go to Edit > Preferences.
2. Select Quicken ID & Cloud accounts on the left.
3. Click Sign in as a different user (this is effectively a "Sign Out" button).
4. Type yes to confirm and sign out.
5. Quicken will prompt you to sign back in. Use your existing Quicken ID and password.

Step 2: Reset Cloud Data

Reason: Quicken uses a "Cloud Dataset" to manage EWC+ connections. If there is a mismatch between your local file and the cloud (which happens often when a link "breaks"), Quicken may think it’s connected when it isn't. Resetting the cloud data wipes the cloud's memory of your bank links so you can start fresh.

1. Go to Edit > Preferences > Mobile & Web.
2. Click Reset your cloud data.
3. Follow the prompts to complete the reset. This does not delete your transactions; it only clears the sync and connection metadata.

Step 3: The "Deep Clean" Re-Link Process

After refreshing your ID and the Cloud, follow these steps to re-establish the Fidelity link. Crucial: You must deactivate all 10 Fidelity accounts before trying to reconnect any of them.

A. Deactivate All Fidelity Accounts

1. Go to Tools > Account List.
2. Check Show hidden accounts at the bottom left (important in case a "ghost" account is hogging the connection).
3. For every Fidelity account, click Edit > Online Services tab > Deactivate.
4. Switch to the General tab and delete the "Financial Institution" name and "Account Number" fields. (This ensures Quicken doesn't try to use old, cached ID info).
5. Click OK and repeat for all 10 accounts.

B. Revoke Access at Fidelity (External)

1. Log into the Fidelity website directly.
2. Go to Profile > Security > External Data Sharing.
3. Find Quicken (or "Intuit") and Revoke or Remove access. This clears the token from the bank's side so a brand-new one can be generated.

C. Reconnect and Link

1. In Quicken, go to Tools > Add Account.
2. Search for Fidelity Investments.
3. Follow the prompts to log in. This will open your web browser for the OAUTH/Token authorization.
4. Crucial: On the Fidelity authorization page, make sure all 10 accounts are checked.
5. Once redirected back to Quicken, you will see a list of accounts. Do not click "Add".
6. In the Action column for each account, click the dropdown and select Link to existing account.
7. Carefully match each Fidelity account to its corresponding Quicken account name.

Summary Table: Why it fails.

Problem	Root Cause	Solution
No Error Display	Quicken thinks the Token is valid, but the Bank has revoked it.	Refresh Sign-In (Step 1).
Silent Fail (Success msg, no data)	Cloud Data is out of sync with Local Data.	Reset Cloud Data (Step 2).
Link won't "stick"	Hidden or old "Direct Connect" settings are interfering.	Deactivate all accounts & clear "General" tab (Step 3A).

OTN

[Removed - Duplicate Post]

Joseph Kopchick

It finally worked correctly this morning, March 11th. Transactions downloaded. It would be interesting to learn where the problem was.