Fidelity Accounts Not Updating

Hello @TPannier,

Thanks for asking, and I totally understand how frustrating it is when your Fidelity accounts don’t seem to update properly.

We do have some known issues with the Fidelity migration, but there is not one specific to what you are describing.

I took a look at your account internally, and from what I can see, the connections to Fidelity appear to be fine — no clear errors on our side. To help narrow this down, could you tell me:

• Are you seeing any error messages when you try to update?
• Does Quicken say the accounts updated successfully, but still not bring in new transactions?
• Or does the update say it downloaded transactions, but nothing new shows up in the register?
• When was the last successful update for those accounts?

Thank you!

Hello @JMDSDG,

Thank you for adding to this thread, and I am happy to help.

If you are having the same issue, can you answer the questions I posted above so we can get a good starting point established?

Additionally, if you are seeing errors or anything else out of the ordinary, screenshots could be helpful as well. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Thank you!

Hello @JMDSDG,

Thank you for providing that additional information.

While it is true that there is currently a migration underway for Fidelity, everyone currently has the option to migrate, and soon, there will be a forced cutover. More information on this can be found in this Community Announcement.

I think that your issue is considered as missing transactions. We do have a Support Article that covers this topic. Please review it and apply the suggestions therein. If that does not resolve your issue, please contact Quicken Support directly, as further investigation and possible escalation may be necessary.

Thank you!