Product: Quicken Classic for Windows (Version: R68.28, Build: 27.1.68.28) Connection method: Express Web Connect+ (EWC+) Account type: Brokerage/Investment account (HOA reserve fund held in Fidelity money market fund, core position FDRXX) Description: A Fidelity account in one of my Quicken data files has not downloaded any transactions since May 2026, though it has continued to update security/cash prices correctly. No error message is shown — One Step Update / Update Now report "completed" successfully. Relevant context: * I maintain two separate Quicken Windows data files: one personal, one for a homeowners association (HOA) I administer. Both connect to Fidelity using the same Fidelity login, since the HOA's Fidelity account is held under my SSN alongside two personal 401(k) accounts. * The personal data file downloads Fidelity transactions correctly. Only the HOA data file's Fidelity account (the money market/reserve fund) has stopped downloading transactions. * I also run Quicken for Mac in parallel (testing it as a possible replacement) with the same personal/HOA file split, connected to the same Fidelity login. Both Mac files download transactions correctly. Troubleshooting already completed: * Confirmed connection method is Express Web Connect+. * Deactivated the HOA Fidelity account in Quicken Windows (Account List > Edit > Online Services > Deactivate). * Reactivated via Tools > Add Account > Fidelity, signed in, and selected "Link to existing account" for the HOA account only. * Completed the Automatic Transaction Entry prompt (set to manual review, not auto-add) and the Cash Representation prompt (selected "Convert this fund into my cash balance") for the FDRXX core position. * Ran One Step Update after reconnecting — update reports success, price updates, but zero new transactions downloaded. * Checked Account List > Last Download column: timestamp updates with each attempt (most recent: today), confirming Quicken is successfully connecting to Fidelity's servers. * Checked the account register's Downloaded Transactions queue: empty, confirming transactions are not merely awaiting review. * Checked for hidden/duplicate Fidelity accounts in Account List (Show hidden accounts): none found. Request: Since the connection is authenticating successfully and prices update normally, but transaction data is not being returned for this specific account, I'd like help determining whether this is a known backend issue between Quicken and Fidelity for this account/connection, or something that requires account-specific investigation. I have not yet revoked Quicken's third-party access on Fidelity's site, since doing so would affect three other linked Quicken data files (personal Windows file, and both Mac files) that are currently working correctly — happy to try this if support advises it's the right next step.

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Fidelity account not downloading transactions since May 2026

Blixto

Product: Quicken Classic for Windows (Version: R68.28, Build: 27.1.68.28)
Connection method: Express Web Connect+ (EWC+)
Account type: Brokerage/Investment account (HOA reserve fund held in Fidelity money market fund, core position FDRXX)

Description:
A Fidelity account in one of my Quicken data files has not downloaded any transactions since May 2026, though it has continued to update security/cash prices correctly. No error message is shown — One Step Update / Update Now report "completed" successfully.

Relevant context:

I maintain two separate Quicken Windows data files: one personal, one for a homeowners association (HOA) I administer. Both connect to Fidelity using the same Fidelity login, since the HOA's Fidelity account is held under my SSN alongside two personal 401(k) accounts.
The personal data file downloads Fidelity transactions correctly. Only the HOA data file's Fidelity account (the money market/reserve fund) has stopped downloading transactions.
I also run Quicken for Mac in parallel (testing it as a possible replacement) with the same personal/HOA file split, connected to the same Fidelity login. Both Mac files download transactions correctly.

Troubleshooting already completed:

Confirmed connection method is Express Web Connect+.
Deactivated the HOA Fidelity account in Quicken Windows (Account List > Edit > Online Services > Deactivate).
Reactivated via Tools > Add Account > Fidelity, signed in, and selected "Link to existing account" for the HOA account only.
Completed the Automatic Transaction Entry prompt (set to manual review, not auto-add) and the Cash Representation prompt (selected "Convert this fund into my cash balance") for the FDRXX core position.
Ran One Step Update after reconnecting — update reports success, price updates, but zero new transactions downloaded.
Checked Account List > Last Download column: timestamp updates with each attempt (most recent: today), confirming Quicken is successfully connecting to Fidelity's servers.
Checked the account register's Downloaded Transactions queue: empty, confirming transactions are not merely awaiting review.
Checked for hidden/duplicate Fidelity accounts in Account List (Show hidden accounts): none found.

Request:
Since the connection is authenticating successfully and prices update normally, but transaction data is not being returned for this specific account, I'd like help determining whether this is a known backend issue between Quicken and Fidelity for this account/connection, or something that requires account-specific investigation. I have not yet revoked Quicken's third-party access on Fidelity's site, since doing so would affect three other linked Quicken data files (personal Windows file, and both Mac files) that are currently working correctly — happy to try this if support advises it's the right next step.

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All comments

NotACPA

First off, BAD IDEA that the HOA is, at least at Fidelity, using your SSN. That means that the activity in the HOA account will be reported to the IRS as if you owned the account … not just managed it.

In fact, the HOA account shouldn't even be in the same Q data file as your personal accounts. Since it's a completely separate tax entity, it should have it's own Q data file.

Is the HOA account setup in Q as it's own account? When you click TOOLS, Account List … what shows is the "Transaction Download", "Last Download" and "Financial Institution" columns next to the HOA account.

When you click TOOLS, Account List … and click EDIT next to the account, what shows in the lower left corner as 'Tracking Method"?

ddaless100

My files have not updated in the same time frame. I have three accounts with Fidelity between my wife and myself. All have not updated since May 2026. For my wife's account I have tried resetting the account and it drove me to Fidelity to agree to allow Quicken to access Fidelity. Once I agreed, Quicken did a download but no transactions. I redid the download, but again no transactions. I verified on the Fidelity site that transactions were performed between May and July. I also did a share reconciliation and its showing a difference between Quicken and Fidelity.

ddaless100

BTW, I reported this problem to Quicken via the "report a problem" on the help tab

NotACPA

You might also consider contacting Q Support, via the link at the top of this page.

Because i download into 7 Fidelity accounts Monday-Saturday … and haven't had any issues.

Also, when you do TOOLS, Account List … what shows in the "Transaction Download" column next to your Fidelity account(s)?

ddaless100

tools/account list-shows Yes (Express Web Connect+) for all 3 Fidelity accounts.

Also, tools/account list/Edit—in the lower left corner (or rather right) shows complete-Positions and transactions

NotACPA

Well, all of the setting are as they should be … so contact Q Support.

And, I'm assuming here, that you're able to download into other accounts, say banking or credit card.

Blixto

I see your point regarding not having the HOA account under my name. Fortunately, the HOA has no income but it's still worth separating.

The HOA is in its own Quicken data file. I have two files: One for my personal finances and another that has only the single Fidelity HOA account in it. It's the data file with the HOA account in it that's not downloading. It seems odd that the two Fidelity 401k's in the other data file are downloading without issue.

NotACPA

The HOA owns ONLY the FDRXX fund? Then it would still have income … the monthly div payments from Fidelity.

But, to help figure this out, can you show us this portion of any/all Fidelity accounts for the HOA?

Blixto

Yes, the HOA only has one fund, although after my latest attempt to resolve the issue by deactivating and then reactivating online services, it now appears as cash. Note that the HOA is small—only four units, so while you are correct that there is income from the Fidelity account, it's typically around $45-50/month, which is much less than the expenses.

See the attached for the screenshot of the account.

Quicken screenshot.png

darbsnave

Nothing new has downloaded from Fidelity to Quicken since May 2026. I'm not getting errors. There's just no downloading. I tried resetting the connection. That does not work either. I have 4 separate Fidelity accounts.

ddaless100

Not sure why it worked today, but I reset my accounts today and transactions came in. I did this repeatedly over the last few days. Yesterday I also restored by file from a backup done a few days ago but could not get it to work. Today for some reason I got transactions and my files are in sync with Fidelity.