Fidelity Transactions Not Downloading since about July 24, 2026

BlueRacoon65

Everything used to work fine. I've not made any changes to transaction downloads. As of around July 24th, all my Fidelity accounts are no longer downloading - including CMA, IRA, HSA, and credit cards. I get no errors during the update process. Any ideas on how to fix?

Boatnmaniac

Have you tried resetting the download connection? Before proceeding, back up your data file.

Then go to: Account Register (for one of the accounts) > upper right Gear icon > Edit Account Details > Online Services tab > Reset Account. Sometimes this will reset the connection for just that one account. Sometimes it will reset the connections for all of the accounts.

If this does not reset the connection for all of the accounts: Tools > Add Account > select Fidelity Investments > follow the prompts to reauthorize Fidelity for downloading > if prompted, be sure to Link each downloaded account to the account you already have set up in Quicken. If it shows that it will Add new accounts, cancel the process and proceed to the next step.

Deactivate all of the Fidelity accounts: Account Register (for one of the accounts) > upper right Gear icon > Edit Account Details > Online Services tab > Deactivate. Repeat this process for each of the Fidelity accounts.

Then go to: Tools > Add Account > select Fidelity Investments > follow the prompts to reauthorize Fidelity for downloading > if prompted, be sure to Link each downloaded account to the account you already have set up in Quicken. If it shows that it will Add new accounts, cancel the process and try, again.