Downloading Fidelity Brokerage accounts

Hello @Cathy Diotte Scott,

Thank you for reaching out! When you refer to the ZZ thing, do you mean you're seeing the financial institution name prefaced by zzz? If that is the case, the zzz is used to mark connections that are either inactive or soon to be inactive. That would also explain why you are getting prompts to re-register your accounts. Quicken is still seeing accounts connected via the old method and is prompting you to reconnect using the new method.

When you get the prompt to reauthorize your accounts, it should list the name(s) of the account(s) that need to move to the new connection option.

Take note of those account names, then backup your Quicken file and navigate to Tools>Account List. If you see the option to show hidden accounts (near the lower left of the Account List window), please select that option.

Then, review the account list and locate the accounts that Quicken sees as still connected via the old method. You may also want to check for any duplicate accounts, since you may have duplicates if accounts got added as new instead of linked to the existing account. Deactivate the problem accounts and any duplicate accounts you find.

Once the problem accounts are deactivated, reconnect them by navigating to Tools>Add Account and following the prompts. When you get to the Add/Link screen in Quicken, carefully link the accounts to the correct nickname in Quicken.

Once the accounts are linked, run One Step Update to verify that you're no longer getting prompted to reauthorize your accounts. If there were any duplicate accounts, once you verify the original accounts are connected and correct, delete the duplicates.

Please let me know how it goes!

Hello @andalusiabob,

Thank you for reaching out! To troubleshoot this issue, please start by following these instructions from our article on missing transactions/transactions not downloading:

Be sure to follow these steps in order:

1. Go to Edit > Preferences > Downloaded Transactions. The option Automatically add to investment transactions lists needs to be unchecked.

2. Refresh your online account information by clicking the Actions Gear Icon on the upper right of the register, and select Update Transactions. Follow the on-screen instructions to complete the update.

3. Confirm that the Sort Order in your account is by Date; just click the top of the Date column in your account register. It's possible the transactions are in your register, but not where you thought they'd be.

4. Try refreshing your login session: To do this, go to Help > Refresh Sign in. After completing the log-in process, trying running a One Step Update again.

5. Go to Tools > Account List and check Show Hidden Accounts at the bottom left. Confirm the missing transactions haven't been added to a hidden account by clicking on the name of any account that appears with a check mark in the Hidden column.

Let me know how it goes!

Thank you for your reply @andalusiabob,

To clarify, in the restored backup, did your accounts download everything except that gap from Sep 2024 through 31 Aug 2025? If that is the case, then the issue is a file-specific issue. You may want to see if you can find a more recent backup that works, so that you can reduce the size of the gap. You can also fill in the gap by importing a properly formatted CSV file. For information on how to import CSV files into Quicken, please see this article: https://info.quicken.com/win/import-transactions-from-csv-file

Hello @b m,

Thank you for sharing your experience! When I check your interaction with Support, it appears that they walked you through deactivating your accounts, Validating your file (by going to File>Validate & Repair File), then re-adding the accounts (by navigating to Tools>Add Account and following the prompts). Is that what corrected the issue for you?

Hello @Brian McDonald,

If you followed all of the troubleshooting steps posted earlier and no transactions are downloading, then I recommend that you contact Quicken Support directly for further assistance, since they have access to tools we can't access on the Community and they're able to escalate the issue as needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday. 

Thank you!

Thank you for your replies @andalusiabob,

If your account works properly in a test file, but not in your main file, that implies a file-specific problem. I suggest that you backup your Quicken file, deactivate the problem account, then reconnect it by navigating to Tools>Add Account, follow the prompts, and add as new rather than link to the existing.

Once the account is added as a new account, test to see if it is working properly. If it is, then you can move your historical transactions from the old account to the newly added account by clicking the gear icon near the upper right of the register in the old account and use the Move Transactions option.

I hope this helps!