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Why won't my Fidelity Investment accounts download transactions when doing the one step update?

lee.thomas60

The update summary under Fidelity Investments says "6 accounts updated, 0 new transactions, 11/1/26 11:44 am". This has been happening for months, so I have gone to the Fidelity site and entered all of the transactions into Quicken manually. I have deactivated and reset the accounts many times, including reauthorizing access on the Fidelity site. Still no luck. I use the R69.53 version of Quicken. [Edited - Readability]

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Sceptic

@lee.thomas60 open your Account List (Ctrl-A). For these 6 accounts, what does it show for:

Transaction Download
Last Download
Financial Institution

This information will help narrow down whether this is a connection problem, an account-linking problem, or a download-content problem.

mshiggins

@lee.thomas60

I believe the standard fix for accounts that show no connection errors, but stop downloading transactions, is to deactivate all accounts for that financial institution, then use Add Account process to reconnect the accounts.

Be sure to link to the correct existing account rather than adding new accounts.

lee.thomas60

It reads :

Transaction Download:Yes(Express Web Connect+)

Last Download: November 2, 2026 9:11 AM

Financial Institution: Fidelity Investments

mshiggins, I have done what you have suggested multiple times, and it still does not work. [Edited - Readability]

Sceptic

@lee.thomas60 go to Edit→Preferences→Download transactions. Are either of these options checked?

Also click the Online Services tab in Account Details for all accounts with Fidelity Investments and check if Automatic entry is turned on.

lee.thomas60

Automatically add to banking register is checked. Automatically add to investment transactions list is not checked. In the online services tab, Automatic entry is not turned on for any of the six accounts.

Sceptic

@lee.thomas60 which account types are transactions not downloading? If it is your banking accounts, then I think what's possibly happening is the transactions are downloading and being matched directly to manually entered transactions.

Uncheck the "Automatically add to banking registers" and see what happens with the next One Step Update download. Please report back and then we can do more troubleshooting if needed.

lee.thomas60

Transactions in my Fidelity Investment accounts are not downloading. My bank accounts download just fine. Before I even added transactions manually, I was not getting the download from Fidelity. I never had this problem until one day about a year ago or so, my Fidelity transactions did not download.

Sceptic

@lee.thomas60 to confirm this information from the Account List is showing for all your Fidelity Investment accounts?

Transaction Download:Yes(Express Web Connect+)

Last Download:November 2, 2026 9:11am

Financial Institution:Fidelity Investments

But no transactions have downloaded since about a year ago?

lee.thomas60

That is correct. I confirm such for all of my Fidelity accounts.

Sceptic

@lee.thomas60 - since the Last Download timestamp is updating successfully, it appears the Fidelity EWC+ connection itself is at least completing. Before suggesting specific troubleshooting steps, can you let us know what you've already tried besides deactivating and reactivating the accounts? For example, have you validated the data file, restored from a backup, or tested in a new file? Also, are you seeing missing investment transactions in all Fidelity accounts or only specific accounts?

lee.thomas60

I have not validated the data file, restored from a backup or tested a new file. The missing transactions are in all Fidelity accounts

Sceptic

@lee.thomas60 Since the Fidelity accounts are updating successfully and showing current download timestamps, the connection itself appears to be completing. Because this issue affects all Fidelity accounts, has persisted for several months, and has not been resolved by multiple deactivate/reactivate attempts, I would focus next on determining whether the issue is related to the data file or the Fidelity/EWC+ aggregation process.

My suggested troubleshooting progression would be:

1. Run Validate and Repair

Select File > Validate and Repair File.
Select Validate File and click OK.
Review the VALIDATE.LOG when the process completes and note any reported errors.

2. Create a Quicken Copy

A Quicken Copy rebuilds much of the underlying database structure and can sometimes resolve issues that Validate does not detect or repair.

Select File > Copy or Backup File.
Select Create a copy or template and click Next.
Accept the default settings and save the copy.
Open the copied file after the process completes.
Because the Copy process deactivates online services, reconnect and reauthorize the Fidelity accounts in the copied file.
Download transactions and see if the missing Fidelity activity is now received.

3. Test in a New Quicken File

If the issue persists in the copied file:

Select File > New Quicken File.
Create a temporary test file.
Add only the Fidelity accounts.
Download transactions.

If transactions download in the test file, that would point toward an issue within the original data file. If the same issue occurs in the test file, that would suggest the problem is more likely related to the Fidelity/EWC+ download process rather than the data file itself.

One additional detail that may help narrow this down: Are security prices, holdings, and balances updating correctly from Fidelity with only investment transactions missing, or is the only thing changing the Last Download timestamp?

siegelmichael

I was just reconciling my month end statement and it appears that my Fidelity downloads stopped around 10/23/2026, even though I am not getting any errors.

All my other financial institution and credit card downloads are working fine.

Before I start spending time troubleshooting, has Quicken or Fidelity reported an issue with Express Web Connect +?

Nothing has changed on my end.

Sceptic

@siegelmichael @lee.thomas60 At this point, I'm wondering whether there may be a common factor here. Both of you are reporting that investment transaction downloads appear to have stopped, yet the Fidelity accounts continue to update without any errors and show current download timestamps.

Since multiple deactivate/reactivate attempts have not resolved the issue for one user and both reports involve Fidelity accounts connected via EWC+, it may be worth determining whether this is a data file issue or something affecting the Fidelity/EWC+ download process more broadly.

For both of you, I would still suggest the following progression:

Run File > Validate and Repair File and review the VALIDATE.LOG for any reported issues.
If the issue persists, create a Quicken Copy (File > Copy or Backup File > Create a copy or template). Open the copied file, reconnect the Fidelity accounts, and test downloads again.
If the issue still persists, create a new test file and add only the Fidelity accounts.

If transactions download correctly in the test file, that would point toward an issue within the original data file. If the same behavior occurs in the test file, that would strengthen the possibility that the issue lies somewhere in the Fidelity/EWC+ download path rather than in an individual Quicken file.

It would also be helpful if both of you could identify approximately when Fidelity transactions last downloaded successfully. One report indicates downloads may have stopped around 10/23/2026, so it would be useful to see if the timing is similar. If additional Fidelity users report the same symptoms and timeframe, that could help determine whether a broader issue is involved.

Since there are now at least two Fidelity users reporting similar symptoms, I would also recommend submitting a Report a Problem (Help > Report a Problem) after completing the troubleshooting steps above. While you may not receive a direct response, these reports can help Quicken identify patterns if multiple users are experiencing the same issue.

If Validate, a Quicken Copy, and a test file do not resolve the problem, contacting Quicken Support would be a reasonable next step. Support can review log files and determine whether there are any known issues or escalation tickets related to Fidelity EWC+ downloads.

siegelmichael

I just sent a trouble report to Quicken. In the past when a download from one institution stops working, while the others (EWC+) are working fine, usually the problem is whoever the institution is or Quicken changed something without proper testing or notification to the other. Before I waste a lot of time, I am going to wait and see if others start complaining. My last successful download for Fidelity was 10/23/26.

gjbarsch

I am having the same problem. No Fidelity transactions were download EWC+ on 11/1 on both of my accounts. retryed serveral times both yesterday and today. last Successful download 10/5/26. Been working just fine for years. Other Bank accounts on 11/1 downloaded just fine. I followed all the suggestions to fix it.

Quicken James

Hello @lee.thomas60, @siegelmichael, @gjbarsch,

Thank you all for sharing your experiences. I am happy to assist.

When reading through all the comments, I have some questions to help clear things up and help me identify the best support path.

Where is your Quicken data file located? Is it located on any 3rd party storage service? 9e.g., OneDrive, Dropbox, Carbonite)
- If you are unsure, this Support Article will help you locate your file.
Were there any changes that happened when the issue started? (Quicken update or Windows Update)
Did Quicken lose connection with Fidelity and you have to reconnect when the issue started?

I looked into each of your accounts on our internal tools, and for @lee.thomas60 and @siegelmichael, I would recommend following the steps in the support article for "I'm Missing Some Transactions or New Transactions Did Not Download From My Bank (Quicken for Windows).

The first few steps are as follows:

If this is the first time this has happened

Review this list of reasons; if the issue has only happened once, one of the scenarios below is the likely cause:

1. Has the sort order been changed in the register? Confirm that the Sort Order in your account register is by Date; just click the top of the Date column in your account register. It's likely the transactions are in your register, just not where you thought they'd be.

2. Click Reset at the top of the register to remove any filters currently applied.

Note: The Reset button appears only when filters are applied.

Continue with the remainder of the steps in the support article.

@gjbarsch when I looked into your accounts in our internal tools, you are getting a PAUTH_INVALID_TOKEN Error. Steps to resolve that error are as follows:

Sign in to your financial institution’s website.
Navigate to the section that manages connected apps, third-party access, or desktop application permissions.
Remove or revoke Quicken’s existing authorization.
Return to Quicken and add or reactivate the account.
Complete any authorization prompts provided by the financial institution.
Once the account has been reconnected, perform an account update to confirm the connection is working properly.

I hope this helps all of you.

I look forward to your replies.

Thanks again.

siegelmichael

Quicken James:

My Quicken data file is stored on my hard drive
No changes to my Fidelity configuration have been made since 10/23/26 which is when it stopped working. All other banks and credit card account downloads are still working.
Today I tried resetting and reconnecting to Fidelity but it still is not working.

I went through the suggested solutions in the support article link and confirmed that none of them apply to me.

Have you confirmed that Fidelity or Quicken have not made any changes to the download?

Thanks,

Mike

Sceptic

@lee.thomas60, @siegelmichael thanks for answering my questions. The additional information was helpful. Since a moderator @Quicken James is now involved, I'll defer to their guidance and be interested to hear what they find. Please keep the thread updated with any progress.

siegelmichael

When I logged into my Fidelity account this morning (not through Quicken), it asked me to update my username, as it said my current user name was no longer supported. I have used this username since the days of dial-up access. Since everything else is working for me, is it possible that Fidelity fiddled with something without testing it sufficiently with Quicken? It wouldn't be the first time.

siegelmichael

After deactivating one account and then reauthorizing with my new username the transactions came in, so I think I am good now. If I experience any other issues I will let everyone know in case it is helpful to everyone.

Quicken James

Hi @siegelmichael,

Thank you for the follow-up information!

I’m glad to hear you were able to reauthorize your Fidelity accounts and that everything is working as expected now.

Regarding your question about whether Fidelity made any changes, we do not have insight into any updates or changes made on their end. However, since you mentioned that Fidelity required you to change your username, it is possible that this contributed to the connection issue.

If you need any further assistance, please don’t hesitate to reach out. We’re happy to help!

Thanks

lee.thomas60

Quicken is stored as follows: C:\Users\leeth\iCloudDrive\Documents\Quicken

lee.thomas60

When I do the one step update, I get the screen that says "Your financial institution connections need an update, and it lists Lee's 401(k), which has been closed for over 10 years. So I click the reauthorize button and it takes me to the Fidelity site, which is where the 401(k) was held, and asks me to check or uncheck 6 accounts. I check all 6 accounts, because all are actively used. But the 401(k) is not even shown to authorize on the Fidelity site. Should I delete the 401(k) in the account list to get rid of it? Right now, the account is hidden. I am wondering if this is the reason I have been having the download problems with Fidelity. Help!

Sceptic

@Quicken James I hope you don't mind if I jump in here with a troubleshooting step and possible solution.

@lee.thomas60 go to your account list and check the box "Show hidden accounts". Find your 401(k) account. What does it show for:

Transaction Download
Last Download
Financial Institution

This 401(k) account was missed the first time around because that box wasn't checked. The goal is to get the account "disconnected". If it shows a connection, then go to the Online Services tab in Account Details and see if it can be deactivated. If it shows no connection or if the button is grayed out, then the Quicken Copy process I suggested previously, might disconnect the 401(k) account.

Before proceeding, create a manual backup of your current data file.

Run File → Validate and Repair File and review the VALIDATE.LOG for any reported issues. If that doesn't resolve the issue, then proceed with the Quicken Copy -

To create the copy:

Select File → Copy or Backup File.
Choose Create a copy or template and click Next.
Leave the date range unchanged so all transactions are copied.
Specify a new file name and location for the copied file.
Complete the copy process and open the new file when prompted.

Be aware that the Quicken Copy process deactivates online services for all accounts. After opening the copied file, you will need to reactivate downloads by using Add Account (not Set up now) and then carefully link the financial institution accounts to the existing accounts in the copied file.

This should disconnect the 401(k) account. If you are able to reconnect all your Fidelity Investments accounts, then use the new copied file as your data file ongoing.

lee.thomas60

The hidden 401(k) account shows:

Transaction Download:Yes(Direct Connect)

Last Download: Not Available

Financial Institution: shows nothing, just a blank

When I go to the online services tab for this account it says:This account is closed.

Sceptic

@lee.thomas60 then, the next step is to do a data file validate. If that doesn't resolve the issue, then the next step is the Quicken Copy.

The hidden 401(k) account shows:
Transaction Download:Yes(Direct Connect) ← this is the issue. When the account was closed, the online connection wasn't removed.
Last Download: Not Available
Financial Institution: shows nothing, just a blank

DerekG

I realized today, when trying to update all accounts in Quicken, that it was not downloading transactions from several institutions including Fidelity. Hence me adding onto this discussion. Seems like it's happening to multiple people! But it had also stopped downloading from Wells Fargo, Chase, Amex and Charles Schwab. All institutions showed up on the 'One Step Update Progress' window (and each account in the account list has the little blue circular arrow showing it's updating) however 'The One Step Update Summary' was missing each of these institutions and there were no error messages. To try and resolve this for each institution I went into one account for each institution, selected settings, edit account details, online services, and 'Reset Account.' That reauthorized each institution and it downloaded transactions for the one account that I'd selected to reset. I also deselected every institution on the 'One Step Update Settings' page and then reselected them. None of this helped. When I do the full one step update none of the institutions I mentioned downloaded any transactions and they were still missing from the one step update summary. I also went through the file validation process. Nothing has resolved the situation and since this applies to multiple institutions I have to believe that issues lies on the Quicken side. Any suggestions to help resolve this would be appreciated.

Quicken James

Hello @lee.thomas60 and @Sceptic,

Thank you for the follow-up information.

I would recommend that you move your Quicken Data file off of iCloud Storage. Moving it to the default location would be best. Having your data file on cloud storage is known to cause some issues. Here is a Help Article that talks about managing your Quicken folder.

The default location is C:\Users\[YourUsername]\Documents\Quicken. This Help Article talks about the default location and Quicken folder.

@Sceptic is correct for the next steps. It would be best to save a backup before completing those steps. You can find steps to create a backup here.

Please let us know if this has helped.

I look forward to your response.

DerekG

A few more thoughts / comments. Everything was downloading perfectly before I went on vacation in Oct for a couple of weeks. Since I've been back that is when I noticed the issue. Nothing has changed with my accounts, computer or quicken during that timeframe. Now when I try and update Fidelity from one of the accounts I get the One Step Update Progress windows showing Fidelity Investments and 'Waiting..' After several minutes it looks like it times out and shows me the One Step Update Summary window that says the update was completed but no institutions as listed, no errors either, just a blank window. My quicken files are stored on my laptop in the default directory. If I look at the account list several credit cards show they updated today the Fidelity accounts are all Yes (Express Web Connect+) but the last download says 'Not Available' although it did download earlier this month. And the correct name is listed under the Financial Institution. There is also a last reconcile date for each account.