Fidelity Download Issues After Recent Update [Edited]

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.

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.

@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?

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".

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.

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.

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. :)

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.

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.

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 !

@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!!!