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Quicken Fidelity Account Transactions Not Downloading

DPar

After going through the reauthentication to grant access to Fidelity to continue downloading account transactions to Quicken, I received errors messages and could not download transactions to 13 accounts. At that point I received error messages.

As of today, I have been able to download some transactions to 7 of the 13 accounts but 6 of the accounts show no new transactions, which is not correct. I can see on Fidelity's website where Quicken is granted access to all 13 accounts. I no longer receive an error message when I update transactions in Fidelity accounts but the remaining 6 accounts show no transactions, which is not correct.

It's frustrating because this has been going on for a week, and I'm getting further and further behind. Doesn't help to call Quicken so I thought I'd try your community page. Please advise.

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Comments

Quicken Laura

Hi @DPar,

Thank you for sharing what you’re experiencing. I’ve refreshed and verified that all Fidelity accounts are connected properly on our end.

Please try the following steps to update your accounts:

1. Sort your transactions by date: In your account register, click the Date column header to make sure the transactions are sorted by date. It’s possible the transactions have downloaded but aren’t appearing where you expected them.

2. Reset any filters: Click the Reset button at the top of the register to make sure no filters are being applied to the account.

3. Try refreshing your login session: To do this, go to Help > Refresh Sign in. After completing the log-in process, trying running a One Step Update again.

Please let me know how it goes and whether you’re able to download your transactions successfully.

DPar

Date column is in ascending order for every account with current dates at the bottom. I watch for that when I log on to Quicken to view a accounts. I do not find a "Reset" button at the top of account screen but I believe there was one in the past. Have not tried reset an account for years. The last entry date on these account is 09/10/2026 when I called Quicken for help downloading transactions. Fidelity required reauthorization for Quicken to continue having access to their accounts. I was asked to verify account cash balances. While confirming Quicken activities today, I found the 6 accounts are missing anywhere from 6 to 14 transactions. I also tried to download transactions from Fidelity, the One Step Update screen read complete for all 13 accounts, update 0 new transactions. There is also a message that a new version of Quicken is available for download. What should I try next?

Quicken Laura

Thank you for checking that. Please also review these common areas where your transactions might be hiding:

Are the transactions downloading into the wrong account or register? To verify:

Go to Tools > Account List.
Select Show Hidden Accounts in the bottom-left corner.

If any accounts have a checkmark in the Hidden column, open them to see whether the missing transactions were downloaded there.

Is Automatic Entry turned off?
Open the affected account.
Click the Gear icon and select Edit Account Details.
Go to the Online Services tab.
Check whether Automatic Entry is set to On or Off.

Screenshot 2026-09-17 at 10.33.21 AM.png

Are the affected accounts connected using Express Web Connect+? To check:

Open the affected account.
Click the Gear icon and select Edit Account Details.
Select the Online Services tab.
The connection method is listed below the financial institution name.

Please let me know what you find after checking these settings.

DPar

"Show Hidden Accounts" is not in the bottom-left corner of my Account List under Tools or any other place on front screen of Account List.

Quicken Laura

It sounds like hidden accounts aren't the issue here, but thank you for taking the time to check. Were you able to verify your Automatic Entry setting and the connection method using the steps mentioned earlier?

DPar

Sorry, checked one of the accounts because they likely have the same issue(s) and automatic entry is off and the connection method is Express Web Connect.

DPar

Checked the other 5 accounts and Auto entry off. Fidelity Investments the financial institution. Auto entry off.

Quicken Laura

Understood. Can you confirm the date range of the missing transactions? For example, are transactions missing only from 9/10/2026 onward, or are there also transactions missing from before 9/10/2026?

You also mentioned that only 6 of the 13 accounts are affected. For those 6 accounts, are the missing transactions still showing as pending/processing on Fidelity’s website, or have they already cleared?

Lastly, is it possible that any of these transactions were previously downloaded into Quicken and then deleted? Quicken generally won't download a transaction again after it has been deleted.

I look forward to your response.

DPar

Understood. Can you confirm the date range of the missing transactions? For example, are transactions missing only from 9/10/2026 onward, or are there also transactions missing from before 9/10/2026?

Before and after 09/10/2026.

The missing transactions have cleared. I see both missed and pending/processing transactions on Fidelity's website.

Lastly, is it possible that any of these transactions were previously downloaded into Quicken and then deleted? Quicken generally won't download a transaction again after it has been deleted.

These are new transactions and not ones that have been deleted.

DPar

After researching the problem online, I found you can have issues downloading transactions if your subscription expires on Classic Deluxe. The subscription expiration date on Classic Deluxe showed it expired even though I renewed my subscription in February and current on Quicken's website. Called and spoke with a specialist, he agreed and walked me through the steps to update it. Once I did, I was able to download the missing transactions for the balance of affected accounts.

Quicken Laura

That’s great to hear! I’m glad the issue has been resolved.

If you have any additional questions, please feel free to reach out.