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Fidelity Download Issues After Recent Update [Edited]

brian fidelity

I have been using quicken over 20 years , in business and personally.

I am currently on Quicken premier classic for my personal financial affairs , which worked well with downloading data from Fidelity, until the past week. Now all my fidelity accounts are erroneous in different ways and why should I spend time troubleshooting by deactivating , reactivating , etc , etc.

I have two choices as of today.

Use my last good backup file as a base file and manually enter in transactions or find another accounting software.

I understand the need to log in occasionally to a bank website for security and update requirements. I don't understand the massive [Removed - Language] that quicken and fidelity have created , which would require me to do a lot of tasks to fix the issues [Removed - Speculation].

I will wait one or two weeks and then push the 1 step update button.

If I get garbage again, I will undoubtedly have found another software in those two weeks .

[Removed - No Soliciting]

Thanks

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Comments

es114

I totally agree with you. As frustrated as you are. Actively looking for a replacement.

fun1000000

I too have been using Quicken for 30 plus years, never a problem.

Good luck in your search for a replacement, there isn’t any.

Maybe it’s Fidelity you should be looking for a replacement.

NotACPA

@brian fidelity @es114 Restore from a backup that you created before the conversion … and then DON"T convert again until absolutely forced to.

I'm holding off on the conversion also.

fmk-in-texas

I have been using Quicken and Fidelity for decades. I don't have any problems with the downloaded transactions from Fidelity. As an IT professional, I would suggest the problem definition needs more work.

TiH

I have used Quicken for 30+ years and have experienced the same unmitigated disaster with Fidelity OSU as most of you. Frustrating and time consuming. I reverted to a pre-conversion file and won’t convert until I have to. I agree that Fidelity may be the root cause but Quicken has a vested interest to solve this problem and so far they have failed.

TiH

@fmk-in-texas, I am amazed and curious as to how you have not experienced any problems with the conversion. I don’t think I have read any other posts where someone hasn’t had problems. Can you share anything that you did to achieve this?

Sammy

I am in the same boat and it feels like it is sinking fast.

I am now seriously looking at [Removed - 3rd-Party Software] after being with Quicken for around 30 years. Originally on the mac then had to move to windows thanks to Quicken and now back to the Mac. In the early days, one had to enter every transaction manually. It appears we are back to that stage?

My joke with friends is that "I spend more time trying to get Quicken to work vs making important financial decisions". I accept that it is a complex database with many moving parts but for some reason the Fidelity mess up is "the cherry on the top".

TiH

As bad as the situation is, what amazes me the most is that we haven't heard from Eric Dunn. After his July, 'we are great' email, he has gone silent. I give a lot of credit to the Quicken team with whom we interface. They do their best to provide good advice in a friendly and professional way. Unfortunately, the bigger problems remain and all we hear is "we are working on it".

vnolin11

https://community.quicken.com/discussion/comment/20515422#Comment_20515422

I created two test files on 9-19-2025. One file I started from scratch as a new file containing just Fidelity. The second file was copied as a template from my live file. Both files were converted to EWC +. Both files successfully downloaded with numerous duplicated tranactions of which I deleted. Both files balanced. At the time, Quicken had 9-24-2025 as the cutoff date. I backed up my live file and proceeded to convert it. Like the test files, there were numerous duplicated tranactions that I deleted. The live file balanced. On 9-24-2025, I created another test file copied from my live file. Unlike the prior test files, there were less duplicate transactions. Unlike the prior test file from 9-19-2025 using the template, I activated all of the non-Fidelity accounts so that I could compare with my live account. I only update all files on Monday-Friday. Always take a backup afterwards. I have CMA, Brokerage, IRA and Roth IRA accounts. Each account only has one money market account and they are all designated as CORE. Both IRA accounts have numerous CD's. At this time, I have been very conservative with my investing. Maybe, this is why I have been fortunate not to have any issues.

Prior to 9-19-2025, I had created several test files in August. Like many others, I was having problems with the money market and CD's. I was spending countless hours trying to make it work. On 9-19-2025, Quicken and or Fidelity must have made a change and for the first time everything began to work.

If things had not turned around on 9-19-2025, like so many others, by now, I would have deactived my Quicken Fidelity accounts and kept updating the rest of my financial institutions (Banking and Credit Cards). I have stayed with Fidelity as I have never had any issues and I also logon every morning.

es114

My Fidelity contact, after researching the issue for me, insists the problem lies with Quicken. For example, he claims that do not provide duplicate transactions on their feed. So now we have a he said she said problem.

unknown

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jsilipo3

I have had the same problems as mentioned above. Have used Quicken from the very beginning. I also have an IT background and understand the complexities of interfacing with multiple financial institutions. I have been on the phone with Q Support multiple times and they acknowledge the problem. The last update was supposed to fix the problem, but nope. Frustrating to pay for a product that has bugs that are still not resolved.

unknown

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186kmph

Quicken was out to lunch on this situation. Fidelity level 2 indicated they are not engaged with Quicken to resolve such issues.

[Removed-Rant]

User since 2002

cmw2rg

I've given up, but I don't think it is Quicken's fault. I now track both Fidelity and another investment custodian similar to Fidelity by manually updating on a weekly basis as "other off line investments" and look for any detail I need at each of those respective portals.

BTW-This isn't just a Quicken issue. This is a general issue for ALL "aggregator platforms" like quicken that provide synchronization services where you can combine all of your banking and investment accounts in one view. My financial advisor and I have the same issue with the 3rd party aggregator portal he uses to track my total portfolio of just the investments. It is partly a reporting format issue (mapping fields between different formats correctly), keeping track of field mapping updates from the source which can happen frequently. It is also partly a cybersecurity issues where the source needs to make regular updates to secure their synchronization portals (e.g., direct connect). I used to think Quicken wasn't doing a good job on this until I found out that this is just a "thing" that makes what is trying to be done (full accurate and complete syncing) a constant challenge. Just my two cents.

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SCPat

It took me a couple of weeks with the help of a few really smart people for me to restore an old DC connection, I did and was happy for about a week. Quicken then forced me to go to QC or it wouldn't update. Now, I also have issues with it posting the gain/loss on the wrong dates. Calling Quicken was a complete waste of time, the guy couldn't really understand me nor the topic. [Removed - No Soliciting/3rd-Party Software Mentioned]

hgillman

I too have been a long time (25+ years) Quicken user. If you find another alternative please post it. Although their tech support can be helpful, their engineering department doesn't seem to care or capable of fixing this issue. I tried the Mac version, but that version gives no relevant investment reports. Sad. Maybe AI can help them. :)

MikeChicago2

Add me to the very concerned Quicken/Fidelity users. This is a major problem and I too will be looking at an alternative platform if not resolved soon.

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geo791

I just finished reading through all of the comments regarding Fidelity transactions failing to download following the change from Direct Connect to Web Express Connect + this past Sept. I have also been a Quicken user for 30+ years. I am running Quicken Classic Deluxe R64.30 on Windows 10 Home. I have had only one issue downloading transactions from my six Fidelity accounts. The money market core accounts downloaded as shares instead of cash as they had previously. It was a simple choice to change them back to cash. I have not had an issue with wec+ since. This was a security change and the downloads do take a little longer to complete. I do not know why this is working well for me, but others are having issues. I would suggest backing up your data file and running "validate" on it to see if there is possible corruption in it.

David5

I've been having issues since the re-authorization process. There were many duplicate transactions and updates are very late or inconsistent for bond prices. I thought it was getting better, but in the last couple days the updates on bonds stopped again. I already spent time going to a back up and repeating the process and don't want to try again until I think they've fixed something.

topfiveanx

well i have been a 30+ year user and I was assured that this would be fixed today and well it is not I will not be renewing my subscription

Toolworker

Today all ten of my Fidelity accounts had a "No" icon in the account list:

and Quicken said I had to reauthorize. Great - finally something's fixed. Right?

Wrong. I reauthorized - for the 20th time - but nothing downloaded.

I posted this because maybe it'll be useful to the Quicken folks. Apparently they read this thread.

Toolworker

@vnolin11 It sounds like you followed a method suggested by Quicken at some point in time. If that's the case, could you kindly share some links?

I must have missed the email from Quicken, or from Fidelity.

vnolin11

https://community.quicken.com/discussion/comment/20516681#Comment_20516681

Sorry, I did not follow any Quicken links. Prior to successfully completing re-authorization, I had multiple money markets for each of my CMA, Brokerage, IRA and Roth IRA accounts. All accounts were out of balance. I sold all money markets that were not eligible for CORE. Leaving SPAXX money market for CMA and Brokerage accounts and FDRXX money market for IRA and Roth IRA accounts. I successfully re-autherized all four accounts at the same time. I delted all duplicate transactions. They have all balanced since 9-19-2025. Aside from money markets, I only have CD's in my Brokerage, IRA and Roth IRA accounts. CMA account money market dividends (DivX) have successfully posted. Brokerage account money market dividends (DivX) and CD interest (IntIncX) have successfully posted. IRA and Roth IRA accounts money market dividends (Div) and CD interest (IntInc) have successfully posted.

I'm sure there have been many people that have successfully completed re-authorization and balanced accounts. It appears the Net Benefits 401k accounts are having a lot of problems.

The Quicken Forum has been very informative. I check it each morning prior to updating my accounts.

Many thanks to everyone that have contributed. Good luck !

Derz

I too am a 30 year user of Quicken for Windows. When my direct connection download to Fidelity stopped working this month, I did some research on Fidelity's move to EWC+ technology. What I haven't seen in this thread is the security issues arising with this change. With EWC+ your transactions are downloaded by Intuit, and passed on to Quicken where they sit on their servers for an unspecified amount of time. So, you now have other parties involved in what was a direct connection between your PC and Fidelity. With the regular hacking of various sites, I for one am unwilling to accept this additional risk.

Manually entering dozens of transactions/month, and hundreds at year end is not practical. So, with considerable grief, I will be severing my Quicken relationship until such time as direct connectivity with Fidelity is restored.

Toolworker

@vnolin11 Thanks for this careful description of your process. You have gotten me back up and running.

I restored my qdata from 9/19/25, renamed it, and did an Update. Transactions downloaded for all accounts.

The last prior download from Fidelity was 8/29. So for each account I deleted the downloaded transactions up to 8/29, then accepted the rest.

There were a few that needed adjustment, and a few more to chase down. But essentially I am back up and running. Thank you!!!