Fidelity Updates Still Broken after Update

thanks for the suggestion! I tried turning fidelity off and still have errors with schwab and citi. Fidelity was a mess when it first used the new connection. But after editing the hell out of it it worked at least for a couple of updates. Then citi went bad and then schwab and fidelity is not responding. [Removed-Disruptive]

I don't get the forever-running OSU, but I do get CC-501 errors specifically on Fidelity

I just did mine again and I was able to log in this time. It went through the download process and nothing came through but there are no transactions due on those accounts right now. There are some pending for today so when I check tomorrow and I assume the month end dividends will download from today. Hopefully everything's working OK now.

UPDATE to last post.

I tried updating the single account with 38 transactions and all of the transactions downloaded this time.

I then tried updating the rest of the Fidelity accounts. All but two of the remaining accounts successfully downloaded - a traditional IRA and a Roth IRA. I still received the CC-501 error because of the two accounts. I tried updating several times over an hour with no success. These accounts only had three transactions each, so manually added the transactions.

I did not find any new problems with the downloaded transactions. Problems I continue to have:

1. FDRXX not treated as my cash balance. This is the first time I had dividend reinvestment transactions for FDRXX under EWC+. I had to change the "ReivDiv" action to "Div" for each of the affected accounts.
2. Foreign dividends are are still not handled correctly. They are treated as a "Deopsit". For accounts with a separately linked cash account I need to change the "Deposit" to a "Div" and move the cash from "Other" to "Dividends". Accounts with a separate cash account require more work. I had to manually create a "DivX" transaction in the brokerage account with the correct amount and security. I then had to delete to "Deposit" transaction in the separately linked cash account. Everything is now correct in Quicken, but I have lots of these transactions every year and manual fixes are not an attractive option.
3. Some if not most of my automated deposits and payments look different than they did with Direct Connect. So my renaming rules and memorized transactions no longer work. I have been trying to fix them and see if my revised renaming rules and memorized transactions work next month.

Manual fixes are very time consuming for me. From Oct 30 through Nov1 I will have more than 200 Fidelity transactions. This is typical for me at the end of each month. I probably have several hundred Fidelity transactions the rest of the months, but they are more spread out. HELP.

Like Mark Wagner above, I was able to download from my brokerage account, but when I tried reactivate the HSA account it doesn't show me an option to link it is grayed out, unlike the brokerage account which gave me the drop down boxes to relink the accounts. Really strange. I just went ahead and manually entered the transaction on 10/31/25 so can balance at the end of hte month to my statement. Hope Quicken/Fidelity gets this fixed quickly.

Same issue with missing EOM transactions for Fidelity (even after resetting accounts).

UPDATE: After reading a post by @mrzookie, I was able to download the two accounts that would not download this morning.

Good News: All transactions downloaded.

Bad News: Quicken was only able to match two of the transactions that I manually entered this morning. It would not offer any option to manually match the others. I ended up deleting the unmatched downloaded transactions and then I marked the ones I entered this morning as "Cleared". Everything is now correct.

The amounts were identical. There is no Payee on ReinvDiv transactions, but the Security Name was identical on the manual and downloaded transactions. At least they were visibly identical. If the Security Name on the downloaded transactions had some unprintable characters embedded in it, I would not know.

For whatever it's worth, the two transactions that matched were "Div" transactions for my core fund. In both cases it was FDRXX (the same fund that is causing many of the other problems). The ones that I couldn't match were "ReinvDiv" transactions for the QQQ ETF and the FZDXX money market fund.

Quicken also updated with only the known Citi card connection error. Fidelity had no errors. However, there were no transactions to download during the weekend. The real test will be during the weekdays.

Most who have been following any threads related to Fidelity know that the download has not been working properly since at least August. Most also acknowledge that they have had to spend countless hours inputting missing transactions, correcting cash balances, etc…

[Removed - Off Topic]

Thank you.

This morning I finally finished the last day of end-of-month transactions. This was my first time seeing the reinvestment of core account dividends since I moved to EWC+. All of the accounts had issues that needed to be manually input or corrected. The variations depended on which money market fund (SPAXX or FRDXX) was used for the core account and if the account had a separately linked cash account.

The positive is the other issues previously discussed with the core accounts are now mostly an annoyance. I continue to get the "Securities Comparison Mismatch" screen on some accounts that I just ignore. These are the accounts that use FDRXX as the core. With the exception of foreign dividends, buys, sells and income transactions for other securities in the account seem to be working. The foreign dividends are all in upper/lower case while everything else is in upper case. So it makes it a little easier to spot.

With hundreds of transactions a month across 13 accounts, manual fixes don't work very well for me.

@Quicken Kristina As far as I know, FZDXX is never a core position. The only mutual funds I'm aware of that are core positions are SPAXX, FZFXX & FDRXX.