Fidelity Transactions have not been downloading since July 28, 2025

GaryRPDX
GaryRPDX Quicken Windows Subscription Member ✭✭
edited October 30 in Errors and Troubleshooting (Windows)

I have been using Quicken to manage my finances and investments since 1996. I am currently using Windows Business & Personal R64.29

Fidelity transactions have not downloaded since July 28, 2025. I have tried all of the suggested fixes. I will cancel my subscription and request a refund if this issue isn't resolved soon.

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Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @GaryRPDX,

    I’m sorry to hear that you’ve been dealing with this ongoing issue—it’s completely understandable why you’d be frustrated given how long this has been going on.

    A potential way to get things back on track is to:

    1. Create a backup of your Quicken file first.
    2. Deactivate all Fidelity accounts in Quicken.
    3. Revoke Quicken’s third-party access from your Fidelity account on their website.
    4. Reactivate the accounts in Quicken. When you’re redirected to the Fidelity site and then return to Quicken, make sure to select “LINK to existing” for any accounts that were already in your file.

    After doing this, check if your transactions start downloading again.

    Let us know how it goes!

    -Quicken Anja
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  • GaryRPDX
    GaryRPDX Quicken Windows Subscription Member ✭✭

    I followed the instructions exactly. I have done this process several times previously. The dialogue indicates that the accounts were successfully linked and that past transactions were downloaded. However, no transactions appear in the accounts, and the balances do not update. Please advise. As a recently retired individual, accessing my Fidelity accounts is my top priority. I am finding this situation very distressing.

  • GaryRPDX
    GaryRPDX Quicken Windows Subscription Member ✭✭

    @Quicken Anja Next steps?

  • Quicken Anja
    Quicken Anja Moderator mod

    @GaryRPDX I know how important this is, and I’m sorry you’re still running into missing Fidelity transactions after all your efforts. The next step would be to review this support article. It goes over the common causes for this type of issue and the different ways to resolve them.

    If the problem continues after following the article, then the best path forward is to contact Quicken Support directly. They can review your logs, and escalate further if needed.

    Thank you!

    -Quicken Anja
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