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Fidelity transactions not downloading

marchem

Windows Classic, R69.53. For the last month or so, my Fidelity transactions have not been downloading. No errors. I have reset the accounts, deactivated and reactivated. I've authorized all of my accounts at Fidelity, even the ones with no Quicken account. Still not working.

[Edited - Readability]

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Quicken Kade

Hello @marchem ,

Thank you for bringing this issue to the community. I appreciate the detailed information and the troubleshooting steps you have already attempted. I would like to try a few additional steps outlined in this support article to see if we can locate the missing transactions.

Before we begin, please save a backup of your Quicken data file.

Go to Edit > Preferences > Downloaded Transactions. Make sure the Automatically add to Investment transaction lists option is unchecked.

automatically add to investment transaction lists.png

Refresh your online account information by clicking the Actions Gear Icon in the upper-right corner of the register and selecting Update Transactions. Follow the on-screen instructions to complete the update.
Confirm that the Sort Order in your account is set to Date. You can do this by clicking the top of the Date column in your account register. It's possible the transactions are already in your register but are not appearing where you expect them.
Try refreshing your login session: Go to Help > Refresh Sign in. After completing the sign-in process, try running a One Step Update again.

Screenshot 2026-10-30 at 11.08.29 AM.png

Go to Tools > Account List and check Show Hidden Accounts at the bottom left. Confirm that the missing transactions haven't been added to a hidden account by checking for any accounts with a check mark in the Hidden column.
Once you have completed these steps, please let me know if you notice any changes or if the transactions are still missing. This will help us determine the best next steps.

Thank you for your time. I look forward to your response!

marchem

Earlier today I did my normal one step update, and some transactions were downloaded for the accounts, however most of September is missing. For three of the accounts I was able to manually enter the missing transactions, but two of them have more than I'd like to manually enter. I tried to find a way to download a QFX file from Fidelity for the missing date range, but I have not had any luck with that so far.

I did follow all of your steps after that, but none of them resulted in the missing September transactions being downloaded.

Do you know of a way to export a QFX file from Fidelity for a selected date range? I can also call them on Monday and see if they can help.

Quicken Kristina

Thank you for your reply,

Not every financial institution offers Web Connect/QFX. If Fidelity offers it, you should be able to find the option on their website.

You mentioned that some transactions were downloaded for your accounts. Did all your October transactions download successfully? If not, is there a pattern in what downloaded and what didn't (transaction type, specific securities missing, etc.)?

Thank you!

Boatnmaniac

@marchem - After the initial download setup, Fidelity will download only the last 30 days of transactions during OSU. If you need older transactions than that:

You can download those transactions in CSV file format. Then follow the directions in this Help Article for how to modify that CSV file so that Quicken can correctly import it.: https://info.quicken.com/win/import-transactions-from-csv-file .
Some have opted to use a freeware conversion application developed by a long-time Quicken user and very active member of this Community called ImportQIF to do a CSV file conversion into an importable QIF file. Many users, including some Super Users, have said the application works well. See this post for more information.:
https://community.quicken.com/discussion/comment/20545077#Comment_20545077
Some have reported that they have found it easier to manually enter the missing transactions than to use the import-CSV file process, especially if there are not many missing transactions that are missing.

marchem

The two accounts that I haven't added the missing transactions to manually are missing them from 9/11-10-30 for one, and 9/23-10/26 for the other. It seems to only be date related. If Quicken only gets the last 30 days with an OSU that may explain it. I just tried resetting one of the accounts to see if that would download earlier transactions, but that didn't work.

marchem

Thanks. I'll look closer at both of those options. Unfortunately there are more transactions than I want to manually enter (I already manually fixed three accounts that didn't need many entries).