Fidelity connection - transactions not downloading [Edited]

apes
apes Quicken Windows 2017 Member ✭✭✭
edited October 27 in Download, Add/Update Accounts (Windows)

No downloads for a month. I know there is problem with the migration, but this unacceptable. Will we be refunded for not having downloads?

I can't even imagine the problems we are going to have when you get this up and running, trying to reconcile accounts. We need a detailed explanation of what is going on, and when you anticipate fixing.

[Edited - Readability]

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @apes,

    Thank you for reaching out to the Community with this issue. Unfortunately, missing transactions/transactions not downloading is a know issue that our teams are working with Fidelity to resolve. To be notified of any updates, once available, and know when the issue is resolved, I recommend bookmarking the Community Alert linked below:

    https://community.quicken.com/discussion/7964964/updated-8-20-25-fidelity-investments-missing-transactions

    If you would like to try troubleshooting the issue, to see if you can get it to download transactions, then I recommend that you start by following the directions in this article:

    https://www.quicken.com/support/missing-some-transactions-when-downloading-bank/

    I hope this helps!

    Quicken Kristina

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  • kgentner
    kgentner Quicken Windows Subscription Member ✭✭

    Quicken Kristina should be posting updates every day or two at latest. Sitting at the bottom of a dark hole, with no insight into where this "know issue" is heading is beyond frustrating.

  • DRHayes
    DRHayes Quicken Windows Subscription Member ✭✭
    edited September 2

    [Removed - Rant]

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @kgentner,

    Thank you for providing your feedback. If you haven't already done so, I recommend bookmarking this alert to track the status of the most reported issues and know when they are resolved:

    https://community.quicken.com/discussion/7965464/new-8-29-25-fidelity-updates

    Thank you!

    Quicken Kristina

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  • Alpertb
    Alpertb Quicken Windows Subscription Member

    I think I may have found an easy solution:

    1) Use a backup file PRIOR TO the Fidelity conversion (that still uses the "original" Direct Connection method circa 8/1/2025) and update the transactions from any Fidelity account in the Quicken file (using the Quicken upper right settings icon). Nothing new will download, but I believe that this "resets" the link between Fidelity and Quicken before the downloading issues began.

    2) Exit that backup file and then re-open the PRIMARY CURRENT Quicken file and repeat the process updating the transactions from any Fidelity account in the current Quicken file (using the same Quicken upper right settings icon).

    3) All prior non-downloaded transactions should now appear for either Matching or Adding to the Fidelity transaction registers :)

    Hope this works for everyone that has had the plaguing issue of needing to manually add all transactions since Aug-2025. Cheers :)

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Alpertb,

    Thank you for sharing your experience.

    Hopefully this helps others encountering similar issues!

    Quicken Kristina

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  • Partzhead
    Partzhead Quicken Windows Subscription Member ✭✭

    Thanks Alperttb! I finally got on track. Your back to the future suggestion took a minute, but I finally got 7 accounts back on track ( for now). Super helpful.

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