Can't import CSV files from Fidelity

mrkwmsn

I'm trying to download transaction activity from a newly established managed brokerage account with Fidelity. I want to do this manually because once a month. When I try to import the Fidelity CSV file Quicken says it will not import because of formatting issues. For example, I was trying to import transaction from 9/1 to 9/30/ 2026. Quicken recognizes the file and # of transactions but won't import.

Is this part of the ongoing Fidelity problems or is there a workaround I can use?

Thanks.

Boatnmaniac

CSV file importation requires some customization of the CSV file before it can be imported into Quicken. You can find out more about this in this Help Artcile: https://info.quicken.com/win/import-transactions-from-csv-file .

Another option is to download and install a free file conversion app (no adware involved) called ImportQIF. I have not used it myself but quite a few Quicken users do, including some Super Users, and they say it works well. It was designed and is maintained by a long-time Quicken user and very active member of this Community. More information about it and how to download it can be found here:

https://community.quicken.com/discussion/comment/20545077#Comment_20545077