Fidelity Transactions Not Downloading

I have the same issue since 9/3. Stopped after the Chase fiasco.

Can either of the moderators that have previously contributed to this thread please provide us with an update on Quicken's ability to resolving this issue? Thanks.

An interim solution that worked for me......
1. Change tracking method for all Fidelity accounts to "Simple" (not "Complete").
2. Deactivate all Fidelity accounts.
3. Using Tools - Add Account, re-add all your Fidelity accounts and link them to your existing Quicken accounts.
4. I changed my Fidelity checking account back to "Complete" as I wanted to see transaction level detail.

I did not attempt to change my Fidelity investment accounts back to "Complete" yet.
Fidelity One Step Update is now working.

@MBK yes.... the holdings (share balance) gets updated with one step update. Also, from the Simple view you can click on a particular holding and see transaction history (you only see transactions that changed share balance (not dividends).

Has there been an update to this problem? Like others here, I have many years (30 to be exact) of transactions. Right now Quicken has left me (and others) in a real lurch. And, on top of it, I just paid the annual fee for another year of subscription. Quicken better get its act together, real quick.

I have the same issue as erintell and drallop3. After spending hours on the telephone with three Quicken Customer Support Agents, I was directed to the community, and it appears as if I am not alone. My issue also began with the Chase upgrade, which also created issues with my Chase accounts, which seem to be resolved now. The Fidelity issue remains and I cannot download new transactions, even though it indicates that transactions are being downloaded. I hope that the Quicken Developers are working on this.

Is anyone else having the problem? Both Quicken and Fidelity say that they see no issues.

I was trying to find a way to make this work today and failed. But I did notice that one of my six Fidelity accounts will not let me enter a user name because, it says, the account uses the EWC+ connection. During the Chase conversion fiasco, one of my Chase accounts downloaded into this specific account.

I am now wondering if the EWC+ connector for this account is causing the problem. If you are unable to bring Fidelity account transactions into your Quicken accounts, can you check to see if any of your accounts show that they are using the EWC+ connection, while others are not?

In the edit account details window, select the online tab. In the online tab, see if your Fidelity username is there. If it is, you are not using EWC+. If it is not, move the cursor over the question mark next to "user ID" and see what it says.

I seem to have found a solution that, so far, works for the Fidelity failing to update issue.  I restored a backup from prior to 8/26, when this problem arose. Having done that several days ago my downloads from Fidelity seem to be working normally.  Of course, by doing that I lost everything entered into Quicken after the backup.

Now every time I do a one step update I get a message to 1) upgrade to the newest version 2) upgrade the way I link to chase accounts.  For obvious reasons I am not eager to do either of these things, both of which I did shortly before I noticed this issue.

It would be really great if Quicken would 1) give us some inkling of what it believes the problem is and 2) fixes this.

I seem to have the same issue. During Chase migration, quicken changed fidelity account to "chase" account. Since then I have reset fidelity online services multiple times. No error codes and quicken says fidelity accounts up to date; however...one step update summary says downloaded as of 9/22, but last "holdings information updated as of 8/23". Quicken acts like everything is normal, but new transactions are not downloading.

Please add me to the list for this issue. Last downloaded transaction was 8/22 for 5 of my accounts. If I connect to Fidelity to set up a new account in Quicken and let it download the transactions into a new account, it pulls in the latest transactions. The issue has something to do with the previous update which must have corrupted a file causing this.

I spent an hour with support - tried everything - ultimately had to restore a backup from the day before the issue started - and all worked fine

so after further playing around I think the issue is the switch over to the BofA EWC - it links up with the fidelity brokerage account and I think that causes the issue - so I skipped that in the update - i hope quicken fixes this

BTW... Just did a 1.5hr support CHAT session with Quicken. I already had a "ticket" in from over a week ago that didn't seem to have anything done with it. Anyway, after quite a bit of "I already did that most basic thing with the previous support person a week ago", I THINK I got them to admit there is a problem (that's the first step right?). They CLAIMED that Quicken will acknoledge the problem in this disscusion thread, and advise on when a FIX might be in place. For reference and to kinda confirm it was a quicken issue...either with the program itself or the program breaking the Fidelity accounts near the end of August... I restored a backup to a NEW file prior to the point where (whatever) broke the Fidelity accounts (most likely the program update and/or process involved with the CHASE "upgrades")... I then successfully updated my Fidelity accounts that DID download ALL current transactions. If you don't have much activity, that might be a solution for you, but I have 100s (at least) of either manual transactions and/or categorization of transactions that have been done over the past month that this "restore" process isn't a viable solution for my main/normal file.