What’s Going On Between Fidelity and Quicken?

Tonight I was told to reauthorize my accounts with Fidelity. I have many. That seemed to go well until I saw the downloaded transactions. Quicken shows them as new but they are not. I've already downloaded these transactions. All are duplicates but they all show as New. I cannot Match them to the existing transactions and I haven't figured out how to delete the newly downloaded transactions in mass. We are talking about hundreds of transactions over a dozen or more accounts.

Thanks for your reply. I understood it. :-)

My cash is in FDRRX, a money market fund - this is my 'core' MMF. In my account Fidelity refers to this simply as "Cash" or Fidelity Cash Reserves and not as FDRRX. They show that at the top of my investment list, not alphabetized as are the other investments. It's been that way for a long time and I prefer it that way. So … I think what I did was enough.

I tried the migration yesterday after being prompted by R64.29. Of my 5 accounts, ONLY the retirement accounts work. The two non-qualified investment accounts won't migrate.

The problem is definitely not fixed.

On Sept 14, I guess they temporarily rolled back the conversion because I was able to download Fidelity without problems (no reauthorization required). But today, reauthorization was required and the same problems - it downloaded past transactions again. I don't bother downloading the transactions, since I know the situation isn't OK. I restored from a previous backup. I agree with @Mark Wagner that the conversion should be postponed. Perhaps even until they fix the problem??

@Jim_Harman Thank you - that seems to have worked! Last week when I tried that, it didn't work. Looks like I can breathe easy for a little bit longer!!

I have been experiencing this for months and despite lengthy support calls to Quicken, downloads from Fidelity keep going 'wrong'. I've had to do so many manual corrections [Removed - Rant] Is there a consolidated 'how to' or do I have to do lengthy calls again? My current situation is that in the online center I see a transaction, but it doesn't appear in my register. I can't do an account reset because that transaction is there - but also not 'there'. Also, my last Fidelity 401k download only has about half of the transactions present.

@AndrewLC

On Monday mornings, there are usually no weekend transactions to download for any of my accounts. I usually have to wait until Tuesday or Monday night for transactions to be available. Downloaded transactions on Sunday thru Monday are usually not available for me.

Thanks. I'll try again tomorrow

There seems to be many issues that are yet to be resolved. @Quicken Anja or @Quicken Kathryn, has a new deadline been released for a forced migration to EWC+, given all of these issues that have not been resolved. Thank you.

I don't know if you saw this post (there are so many that it is hard to locate) regarding clearing a large amount of downloaded investment transactions.

For cash accounts, multiple downloaded transactions can be selected and deleted with a few clicks. Just sort the transactions by date so you can tell new transactions for older.

If you have a large number of duplicate downloaded investment transactions, @bmbass has posted the following method for identifying and bulk deleting the duplicates.

I too have often been disappointed that there was not some way to delete multiple transactions before accepting them without all the effort (3 actions each) when there are a LOT of duplicate downloads. What I have been doing recently is the following:

- First, RECONCILE the account so that all recorded transactions are shown with the "R" label on the CLR column.
- Next, ACCEPT ALL the downloaded transactions (I understand this will put the duplicates in your register, but we will get rid of them soon)
- Then under the Gear Icon on the top right, select EDIT MULTIPLE TRANSACTIONS
- This will bring up a list of all your transactions in your register and you can SORT this list by CLR
- All the newly accepted transactions will have a CLR value of "c" so they can easily be identified
- This list supports the CTRL-click or SHIFT-click method of selecting multiple entries
- Select all the duplicates and then select DELETE (bottom right) and all the selected entries will be removed

Of course, make a backup before you try this in case you make some mistake and also be careful that you only select the duplicates. This allowed me to get rid of all my duplicates in a few keystrokes when I converted to EWC+ a few weeks back.

This morning (7:20 AM), Quicken failed to update any account at Fidelity. I tried three times, and still, there is no change - the stocks sold and bought on Monday (9/22/25) still do not appear in my Fidelity accounts.

Quicken Classic Deluxe Version:R64.29 Build:27.1.64.29, Windows 11 Pro

No new stocks/securities were added; funds were transferred by selling an existing stock and buying more of another existing stock in the portfolio.

Update (10:10 AM ET USA): Ran One Step Update (OSU) again, and all information was updated correctly.

https://community.quicken.com/profile/leishirsute

Thanks for your suggestions. Quicken for Mac (quite the orphan compared with the Windows version) has a different display layout. As far as I can see, there is no "Options" choice in Portfolio view and no "Customize Current View." You can choose which columns to display, and under "Settings" → "Display Options" your only choices are to hide the account or keep the account separate. That's it. If anyone can point me to something I'm missing in Quicken/Mac, that would be great.

In the Securities window, all of the missing securities are present and listed as "Currently Held." So the absence in Portfolio view is bizarre.

Not sure what to do except wait a few more months until Quicken straightens this out. Thanks again.

Same here. When I do get anything to download it duplicates all my positions and therefore doubles the total account value. Transactions such as buy, sell, dividends, etc. do not download. This is all Fidelity accounts.

Ever since I updated to the new Fidelity Connection, my 401(k) balances are not updating. I have had to go in and update the security prices daily.

I deactivated the online connection and tried to reactivate it. There is no longer an option for Fidelity NetBenefits as the institution. The only option is Fidelity Investments. When I select Investments and authorize the accounts (which I have done numerous times), there is no option for 401(k).

There are also issues with my HSA through Fidelity. I continue to get transactions that the action is CvrShrt. These were never there before. I can delete them and it doesn't affect the balance, but there are several mismatches.

I am getting very frustrated with all of the issues that are arising. I have used Quicken for DECADES and never had these issues, and I am seriously looking in using other software.

Any insight would be helpful.

(on another note, with the latest update, I got hung up trying to do my daily update and had to revert back to the last version R64.25)