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Fidelity CMA no longer syncing transactions (QMAC)

cionb3

I just pushed a problem report to Quicken Support but thought I'd share in case someone has found an answer already.

I have 4 Fidelity accounts synced in QMAC, including a CMA account. Since 4/30/26, transactions are no longer downloading from the CMA account, though the account balance is correct and in sync. My 3 other Fidelity accounts are still working as expected. A couple weeks ago I did update QMAC from 8.x to 9.0.3, and because my CMA transactions are fairly sparse, the change could be related to the software update and not be related to the calendar date.

I've already tried disconnecting the CMA account and resetting / reauthorizing it. Given that the account balance is in sync it seems the account is correctly attached, but it doesn't recognize transaction activity.

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Comments

Quicken Carlos

Hi @cionb3 ,

Thanks for reaching out to the Quicken Community!

I checked our internal tools, and the status of the accounts appears to be OK. To better understand the issue with the missing transactions, I have a few questions:

Has the sort order been changed in your account register? Please confirm the sort order is set to Date by clicking the Date column.
Do you have any filters applied in the account register? If so, click Clear Filters to remove them.
Are these transactions still marked as “pending” on your bank’s website?
Are you using Web Connect? To confirm, go to the account, select Settings > Downloads.
Were the transactions possibly moved to a different account register? Click All Transactions above the account list. If you find the missing transactions in another account, you can drag and drop them into the correct register.

I look forward to your reply!

cionb3

Hi @Quicken Carlos

Thanks for the suggestions. The Connection Type is "Quicken Connect". This matches my other 3 Fidelity accounts.

This isn't a filter, sort or misplaced transaction issue. I've also verified the transactions are not pending on the Fidelity site. Since it typically takes a few extra days for Fidelity transactions in any of my accounts to show up in Quicken, I waited extra time before reporting this specific issue in the CMA account.

My normal process is to manually enter transactions in this (and other) accounts and then reconcile against the download. What's interesting in this case is the CMA account will no longer auto-reconcile because it hasn't synced this months transactions (5 in total), but if I were to manually 'clear' those 5 transactions, the account would reconcile. So Quicken has correctly synced the current account value, but this month's transactions were somehow missed or ignored.

It might not matter, but I'll note that outside of the month-end interest/dividend payment, all other transactions in this account are Payment/Deposit transactions (cash transfers into and out of the account). I won't know until the end of this month if the dividend transaction shows up.

Quicken Carlos

Hi @cionb3,

Thanks for your reply and for answering the questions above. The information you provided is very helpful in determining the nature of the issue. Our next step is to escalate the issue regarding the missing transactions. I recommend contacting Quicken Support for further assistance. They can guide you through additional troubleshooting steps in real time or escalate the case further if necessary.

Phone support is available Monday through Friday, from 5:00 AM PT to 5:00 PM PT.
Chat support is available during the same hours, 7 days a week.

I hope this helps!