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.

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:

1. Date *
2. Payee *
3. FI Payee
4. Amount *
5. Debit/Credit
6. Category
7. Account *
8. Tag
9. Memo
10. 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:

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

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

I hope this helps!