Fidelity transaction download issue

Quicken Kristina has been super helpful, pointing me to solutions that work for others and connecting me with support. However, Quicken support has not been able to solve my problems downloading Fidelity Investments transactions.

Since August, I have not consistently been able to download any Fidelity transactions. I have followed all the recommendations I have read on the Quicken Community pages (such as check for hidden Fidelity accounts using the old download method, in Account Details: deactivate transaction download, then delete account number and "Fidelity Investments" and finally, set up download, use Chrome rather than Firefox, create a new Quicken file and add each Fidelity account to this, then set up download, etc.). None of these works, and I am still not able to download new transactions. All of my Fidelity accounts are months out of date.

Please fix these problems and update us users. Quicken is not useful without these downloads. Thank you.

Hello Quicken Kristina,

Thank you for your email and for letting me know you don't see any error messages on your end. That's too bad ;-). Here are some of the problems.

1. When I add a new Fidelity account, it will download only the cash in the account and not the securities. Sometimes (but not often), I will get a few securities when I do a one-step update. Good news: it does seem that the cash balance does download accurately, now.
2. When I do a one-step update, one Fidelity account will update, but the others do not. Several accounts have not updated since 10/31/25, even though I do a one-step update every few days.
3. As suggested by Quicken Support, I sometimes deactivate one-step update from all Fidelity accounts and delete their account institution (Fidelity) and account number, and then reauthorize them for one-step update. If I am lucky, one or two accounts will get new transactions, but I get an error that certain active Fidelity accounts are closed.
4. Tonight, I got a CC506 error for my Fidelity accounts, and it said there were no transactions for any of them.

Thanks, Quicken Kristina, for following up on this! Hope this info helps.

TQ

Here are my answers to your questions. I have two Quicken files that include different Fidelity accounts, so there is no overlap of Fidelity accounts.

I am still not able to get downloads to work on all but two Fidelity accounts.

To try to get downloads to work (as suggested by Quicken Support), I disconnect each account from One Step Update, delete account information, and then reauthorize each account. Then, when I reauthorize them, only a few securities are downloaded, and many are missing. Then, when I updated again, only once did the other securities download.

Those two accounts still don't reliably download transactions.

Thanks for your help, Quicken Kristina!!

I still have Quicken/Fidelity problems like this: missing cash-like transactions in brokerage account; missing all transactions in HSA account; misrepresented transactions in 401k account; misrepresented transactions on conversion of IRA to Roth. I think all these problems are captured in the collection of open tickets, but I am trying to report when I get new instances in hopes that they are still being investigated.

401k withdrawals showed up as cash withdrawals with no shares sold. I had to manually enter all fund sales.

Conversions from Traditional IRA to Roth showed up wrong. I forget the specifics, but I had to ignore/delete downloads and enter everything manually.

"Cash-like" transactions: Transfer of money market shares between accounts shows up as Bought/Sold, with the cash balances then being off (happened today and reported as a bug). And of course, auto liquidation of non-core money market fund is still erroneously ignored by Quicken since some time last fall. Because of Quicken's bug, I no longer allow auto liquidation. It is quite infuriating to have to change my financial management approach because Q can't handle it (and I don't want to do it manually). I want to be able to trust Quicken as an authoritative view of my accounts.

With the 401k, it was a partial withdrawal, not automatic. It was a Fidelity non-public S&P 500 fund and other non-public funds.

I don't have and can't reconstruct the details of the Roth conversion bug.

With the auto-liquidation bug, Fidelity sells a fund and the account cash balance increases. In Quicken, the sell transaction never downloads, so the cash balance goes negative, and the share balance is incorrectly high. Easily repeatable bug, so if the developers need me to reproduce it, I will do so if that helps get it fixed.

The auto-liquidation bug seems to be accurately described in another discussion topic as CTP-15049. Please provide an update on it.