Reauthorizing Fidelity accounts caused a duplicate account and other issues

This update completely messed up my (4) Fidelity accounts!

Because way back when I first set up these accounts (2013) I used names that were meaningful to me and NOT the current name Fidelity used for the new download method. So, "reauthorization" created new accounts.

One of those accounts does not actually exist.

One of the newly created accounts duplicated an existing account but with nothing but placeholder transactions for all the holdings as of 9/25/2025 while not retaining the history (back to 2013) for the account it is meant to link to in Quicken.

I'm afraid to try to update the other two Fidelity accounts to the "new method" as it seems quite clear that "reauthorization" means "creating new accounts for existing accounts you used to download automatically" thus losing all the history, which messes up / negates tax reporting information as well as gain/loss history for investments!

[Removed - Rant/Edited - Readability]

Quicken Kristina

I found the "Link to existing…" AFTER deleting the newly created accounts. Apparently you have to "One Step Update→[account] one account at a time to get that option. Because in the old Quicken Vault, multiple accounts were attached to a couple of the login UIDs so the "reauthorize" pane somehow skipped past the pane with "Link to" option. (Perhaps I inadvertently initiated "One Step update→All accounts".)

However, after deleting the "new" accounts I went back and did a One Step Update→[one account at a time] to get the Quicken account to link properly with it's online counterpart. But it appears now each time I try to run "One Step Update" it requires re-authorization EVERY UPDATE! So for each Fidelity account I have to go through the "enter code", get the code via phone, then agree to terms (multiple page form with two boxes that have to be checked before "I Agree" button is active) and get to the "re-athorization complete, returning to Quicken" page BEFORE Quicken update request times out. Didn't make the timeout on two occasions.

Then, it ALWAYS duplicates transactions already in the account for the previous 30 days. It also doesn't handle the cash correctly when Fidelity records cash as shares of some money market account like "Fidelity Government Cash Reserves", FDRXX leaving you with a pop-up to deal with placeholders for unrecognized securities and improper cash balance! What an f'n mess!

My regularly scheduled (weekly) update for "All accounts" has yet to run, so we'll see what happens when Quicken attempts that. I have a feeling it will no longer function as I won't be present and/or able to run through the lengthy re-authorization process before Quicken times out the update request.

I THINK I have it sorted out. Weekly update ran, reported 0 new transactions (as expected) and produced no duplicates. It appears all sorted.

Thanks.