Financial institution connection update and zzz meaning.

Tony Luers
Tony Luers Member ✭✭✭
edited October 25 in Download, Add/Update Accounts (Windows)

Hello,

Have Quicken Windows

When I go to update, I get a message that my financial institution connection needs an update.

It seems the last time this happened, I clicked to update and I lost the whole file. It was asking all kinds of verifications and I lost it all.

Another thing just before this started, when I do the One Step Update, when the window opens, there are 3 zzz's before the name ( zzz-Fidelity), what does that mean?

If I back up, can I be sure I won't lose everything again?

screen shots attached

Screenshot 2025-09-25 175652 Quicken.png
Screenshot 2025-09-25 175522 Quicken.png
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Best Answer

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    It means that you're currently using Direct Connect to download from Fidelity, and they're transitioning to Express Web Connect+.

    BUT, don't make the change yet, I haven't. If you read this forum that have been multiple difficulties with the conversion, on both Fido's and Q's part, so I'm not switching until forced to.

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

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    It means that you're currently using Direct Connect to download from Fidelity, and they're transitioning to Express Web Connect+.

    BUT, don't make the change yet, I haven't. If you read this forum that have been multiple difficulties with the conversion, on both Fido's and Q's part, so I'm not switching until forced to.

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

  • Tony Luers
    Tony Luers Member ✭✭✭

    Thank you, I really appreciate the answer…and warning. I was actually surprised that it isn't forcing me to update. I think last time it did and I lost everything.

    Is Express Web Connect+ Fidelity or Quicken? Or both?

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

    It's a method of connecting between Q and multiple financial institutions. It's Fidelity decision to switch from Direct Connect to EWC+

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

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