fidelity connection - missing transactions finally downloaded [Edited]

traderbrian
traderbrian Quicken Windows Subscription Member ✭✭
edited October 4 in Download, Add/Update Accounts (Windows)

Saturday, I updated my Fidelity account, and it finally downloaded my missing transactions that stopped on 7/29/2025. I hope its finally fixed.

Today, I did not see the green updating bar when I updated my account, so I don't know yet if it is really fixed. I will know tomorrow morning when I update it on Quicken for Windows.

[Edited - Readability]

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @traderbrian,

    Thank you for letting us know that your missing transactions finally downloaded.

    If the issue is not fixed, or if it comes back, please let us know!

    Thank you!

    Quicken Kristina

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  • traderbrian
    traderbrian Quicken Windows Subscription Member ✭✭

    Its not fixed it is missing transactions. I have to go to my brokerage account and hit the wheel on the top right to update the transactions and its missing cash or mutual fund buys. I hope Quicken will give us a few months free to cover our problems.

  • Quicken Anja
    Quicken Anja Moderator mod
    edited September 3

    Hello @traderbrian,

    Thanks for the update and for sharing the details—it sounds frustrating, and we appreciate your patience!

    This is a known issue that has been escalated internally, though we don’t have an ETA on a full resolution yet. While the investigation is ongoing, please refer to the Community Alert for all available updates and information.

    Additionally, we also have this Fidelity alert with the latest updates on what’s been fixed, what’s still in progress, and any workarounds. You can view the full details in this Community Alert.

    Some highlights from the alert:

    • Duplicate Transactions (Windows) → fix included in R64 release
    • Missing Transactions (401k, Brokerage, IRA) → fixes verified and rolling out
    • Bond redemptions showing as cash → fix live
    • $0 account balances → fix verified/complete
    • In progress: incorrect CD balances, doubled cash balances in Money Market accounts

    Please bookmark the alerts to stay up to date.

    We know this has been inconvenient, and we appreciate your patience while our teams work through these issues!

    -Quicken Anja
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