Fidelity update - no transactions downloading at all

AlexLee
AlexLee Quicken Windows 2017 Member
edited September 17 in Download, Add/Update Accounts (Windows)

Hello,

I authorized the ExpressWebConnect+ change over on 07/25 and since then, I have attempted to update daily and there has not been a single downloaded transaction at all. I have 20+ accounts with Fidelity and it would be impossible to update them manually. Is there guidance on how to reset and attempt to get these downloading again?

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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @AlexLee,

    Thanks for reaching out!

    We do have a new active alert regarding missing transactions with Fidelity after completing the migration. You can view the alert here, which I suggest bookmarking so that you can be notified of any further updates or new information.

    We appreciate your patience and support as we work through this issue!

    -Quicken Jasmine

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  • gkbergen
    gkbergen Quicken Windows Subscription Member ✭✭

    It worked when I was forced to set it up on Aug. 2, although the share numbers were off and I had to manually adjust them. Now I can only get one brokerage account (the top one listed in Quicken) to update out of about 10 different accounts. The rest of the accounts are not updating. I have tried for several days. Many of the transactions are dated Aug. 6 in Fidelity but they are not updating in Quicken. Anyone else having this problem?

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @gkbergen,

    Thank you for letting us know you're also impacted by this issue. It is a known issue that our teams are working with Fidelity to correct. To track the status of the issue, I recommend that you bookmark our Community Alert, since any updates, once available, will be posted there:

    https://community.quicken.com/discussion/7964964/new-8-13-25-fidelity-investments-missing-transactions

    Thank you!

    (Ticket #11898999)

    Quicken Kristina

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  • gkbergen
    gkbergen Quicken Windows Subscription Member ✭✭

    I updated today and the missing transactions finally downloaded using EWC+. It must have been a delay on the Fidelity side. The downloaded reinvested share numbers are still rounded up to two decimal places and don't match what Fidelity has. I have to manually edit the share numbers.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for the follow-up,

    I'm glad to hear the missing transactions did finally download. Are you still seeing the same pattern of transaction downloads being delayed?

    The issue with the incorrect rounding is a known issue that is still being worked on. If you would like to contribute to the investigation, please navigate to Help>Report a Problem and send a problem report with log files attached. Please put ATTN: CTP-13955 in the subject line, and the specific issue you are seeing in the description.

    Screenshot 2025-08-17 at 12.45.10 PM.png

    If you are willing, please also include screenshots of how the reinvested share numbers download into Quicken and how they appear on the website.

    Note - Problem reports allow a maximum of 10 attachments. If you need to send more attachments, you can unselect files with OLD in the name to make room, or you can send a second problem report with the additional attachments.

    Thank you!

    Quicken Kristina

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