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Fidelity download no longer supported

WillATX

I just learned from Fidelity Customer Support that they no longer support downloading transactions to a Quicken compatible file format. Downloads to csv files is ones only option.

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Windows

File Import

Comments

Quicken Carlos

Hi @WillATX,

I can understand how frustrating it would be to learn that Fidelity is no longer offering a Quicken-compatible download option and that CSV is currently the available alternative.

Thanks for sharing the information about importing transactions from a CSV file. If you're using Quicken for Windows, I suggest following the steps in our support article, which explains the required CSV format.

The CSV file must follow a specific structure. The columns must be in the correct order, even if some of them do not contain any data:

Date *
Payee *
FI Payee
Amount *
Debit/Credit
Category
Account *
Tag
Memo
Chknum

The columns marked with an asterisk must contain data for each transaction. The other columns can be blank, but they still need to be present and in the correct position.

Once the CSV file is prepared, you can import it by:

Open your Quicken data file.
Select File > File Import > Banking Transactions > From (.CSV) File.
In the Import transactions from .CSV file window, review the format requirements.
Select Choose .CSV File to Import…
Browse to and select your CSV file.
Select OK.

You can also select Create Sample File from the import window for an example of the required format.

I hope this helps!

NotACPA

WHICH Fidelity? Because I download from Fidelity Investments into multiple Q accounts 6 days a week … including this morning.

Also, what Q product are you running, what RELEASE of that product and what's your "Subscription Valid until" date? This info is at HELP, About Quicken.

tdub

Fidelity Investments…the option on Fidelity's website to download transactions only has the CSV option now. I just found this out today, too. Quicken made me reauthenticate and reauthorize Fidelity accounts access and it did not download the past 2 weeks of transactions, so I was going to download in Quicken format, but it's no longer available.

Chris_QPW

Note it can be confusing to say "they no longer support downloading transactions to a Quicken compatible file format." even though I do get what you mean because you said "file format".

More and more financial institutions are removing "Quicken Web Connect/.QFX" files as an option. But that is separate from "downloading in general". As in, they might still support downloading using a format like Express Web Connect + through One Step Update. That is the case for Fidelity.

And note that downloading and importing CSV might be very difficult because the data all has to be formatted the way Quicken expects.

And since this is Fidelity I assume this is for an investment account which have different columns/fields than what @Quicken Carlos mentioned, and the "security action" names like buy, sell, … have to match too.