Quicken doesn't download anything from Fidelity.

mikek753b
mikek753b Member ✭✭✭✭
edited October 26 in Download, Add/Update Accounts (Windows)

Hello,

I have a Buy transaction from yesterday in my Fidelity after tax brokerage account.

I see that transaction via Fidelity UI, but Quicken doesn't download anything.

I tried today a few times and even after official market close time, nothing were downloaded.

I did refresh account connection and re auth Fidelity accounts, but nothing were downloaded anyway. I don't see any errors. I'd like to see my transactions within a day.

How to fix this?

Best Regards
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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    What did you buy? Stock, or a Mutual fund? What time of day did you place the order?

    If a Stock buy, it hasn't settled yet … it's still an order, and order's don't download.

    If a mutual fund & you placed the order after the market close at 4pm ET, then it won't be executed until today.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • mikek753b
    mikek753b Member ✭✭✭✭
    edited September 25

    it was MM Fund, that already was settled yesterday.
    Yes, on Fidelity UI / side I see:
    1. Order was executed
    2. Cash was reduced
    3. MM Fund Balance was updated
    4. new transaction in the Activity and Orders - Settlement date Sep-24-2025

    That transaction was avail yesterday at market open time, a day later after market close Quicken didn't download it or anything.

    Yes, I got those transactions before just fine, but something just stopped working for Fidelity, while Quicken downloads new Transactions from Schwab within 24H.

    Yes, thank you for pointing out for the settlement time, so I asked for 24H+ old transaction.

    I used to get all yesterday before market close orders to be downloaded the next morning time.

    Thanks for helping me.

    Best Regards
  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    HMMM, grasping at straws here.

    Please do TOOLS, Account List. What does it say in the "Transactions Download", "Last Download" and "Financial Institution" columns?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • mikek753b
    mikek753b Member ✭✭✭✭
    edited September 26
    Screenshot 2025-09-26 at 5.49.52 PM.png

    and the same for the account

    Screenshot 2025-09-26 at 5.50.02 PM.png

    [Edited - Removed partial account numbers]

    Best Regards
  • cy_young
    cy_young Quicken Windows Subscription Member ✭✭

    I have the same problem since end of July. No new transactions from Fidelity were downloaded. I have also deactivated and reactivated multiple times to no avail.

    I believe this was reported multiple times. Recently, I sort of remember someone mentioned that the problem was resolved. Can Quicken confirm that this is still an ongoing issue they are working on.

  • ha_amin
    ha_amin Quicken Windows Other Member ✭✭

    Downloads from Fidelity have not been working since 9/12 - or working inconsistently/randomly for some accounts and not others. Nothing I have done has worked. Citi Card downloads don't work as well. I think the last update messed everything up.

  • mikek753b
    mikek753b Member ✭✭✭✭
    edited September 26

    @Quicken Kristina
    I uploaded the screenshots for both Quicken and Fidelity UI

    Screenshot 2025-09-26 at 5.46.38 PM.png

    [Edited - Removed partial account number]

    Best Regards
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