Issues Downloading Fidelity

System · January 8

This discussion was created from comments split from:

Wayne Daren · December 2025

Fidelity Investments is still not downloading into Quicken. Yes, did the latest updates.

Boatnmaniac · December 2025

https://community.quicken.com/discussion/comment/20529190#Comment_20529190

What kind of account(s) are you having this issue with?

Also, please confirm that your accounts are set up to download via EWC+ (Express Web Connect+) It should show this at the top left of the account register directly beneath the account name.

Are you getting any error codes or messages? If so, what are they?

Wayne Daren · December 2025

I am not about to delete years of Fidelity data and lose my history.

An update by Quicken months ago ruined by online connection. "Fidelity Investments" brokerage account shows no connection method. When I try to set it up again and again, it goes through the motions of set up, connects to Fidelity, but nothing changes-NO download.

SPAXX shows no online connection and no set up option.

Boatnmaniac · December 2025

@Wayne Daren -

I am not about to delete years of Fidelity data and lose my history.

I don't think anyone has said anything about deleting Fidelity data. Why do think you would need to delete years of Fidelity data (or any Fidelity data for that matter)?

An update by Quicken months ago ruined by online connection. "Fidelity Investments" brokerage account shows no connection method. When I try to set it up again and again, it goes through the motions of set up, connects to Fidelity, but nothing changes-NO download.

The change was made by Fidelity. They decided to stop supporting Direct Connect and replace it with Express Web Connect Plus (EWC+). It was a "painful" transition but for most people downloading is no longer an issue.

If you would describe in detail how you are attempting to set up the download connection, again, perhaps I or someone else might be able to offer some suggestions on how to do it successfully.

Which type(s) of accounts are you trying to download? There are some account types that are still an issue, most notably HSA accounts.

Also, what version of Fidelity are you running (Help > About Quicken)? Some version updates were needed to address many of the downloading issues. The current version is R65.29. If you are not running it then you might want to consider updating to it.

SPAXX shows no online connection and no set up option.

Please clarify what you mean by this. SPAXX is a money market fund security and like all securities at Fidelity they do not now, nor never have, had an online connection. Only accounts can be set up for downloading.

One last question (asked in my 12/26 reply to your earlier post): Are you getting any error messages or error codes? If so, what are they?

Wayne Daren · January 6

I have read some suggestions that said to delete the accounts and add new ones. I am using the latest Q version.

This involves an ordinary Fidelity investment brokerage account linked to SPAXX.

Currently, online access shows only set up and the lightening bolt on the register screen.

When I try either, they do go to access consent, then show account, don't add account, back to Q, and absolutely nothing happens-every time.

I can't delete or change anything online because the only option is setup. which accomplishes nothing.

It does not say anything about the online connection type. No error codes at this time.

DLKSF · January 7

Please help! I have not been able to update my Fidelity accounts since September. Every time I try to do a One Step Update, I get "Error CC-501: We are unable to update this account due to an unknown error. For more information see this FAQ and check quicken.com/support." (All of my other institutions are updating perfectly.) Most of my Fidelity accounts are brokerage accounts.

I run Quicken on a PC and my online connection type is set to EW+. I have Quicken version R65.29.

I have tried resetting my Fidelity accounts several times.

Any help would be most welcome!

Boatnmaniac · January 7

@Wayne Daren -

I have read some suggestions that said to delete the accounts and add new ones. I am using the latest Q version.

I've seen some posts suggesting that, too, but deleting accounts to fix a connection issue is usually fixes nothing. Sometimes it makes sense to deactivate the accounts and then add new ones but even that generally is not a good thing to do.

Currently, online access shows only set up and the lightening bolt on the register screen.

So you are seeing something like this? If not, what are you seeing?

When I try either, they do go to access consent, then show account, don't add account, back to Q, and absolutely nothing happens-every time.

Getting a "don't add account" during reauthorization usually means that Quicken thinks the account is already connected so it will not allow adding a new connection or a new account for it.

For each Fidelity account (backup your data file before proceeding):

On the Online Services tab of Account Details: Do you see the "Deactivate" button? If so, click on that and follow the prompt to deactivate it.
On the General tab of of Account Details: Remove all of the financial institution information (i.e., everything above the Contact Name field.
When done with all Fidelity accounts: Tools > Add Account (not Set Up Now) > Fidelity Investments > follow the prompts to initiate and complete the reauthorization process > when prompted make sure to LINK the downloads to the existing accounts in Quicken.

If this process works you might have some duplicate transactions entered into the account registers. If they happen they will likely be within the last 60-90 days. Duplicates will need to be manually deleted.

There might also be some Placeholders entered or some shares counts discrepancies. Do not address them quite yet. Also don't worry about the SPAXX or Core Position reporting quite yet. The most important thing right now is to get downloading to work. Then we can address these other things.

Let me know if this works for you.

If it does not, describe the details of what you observed. There are other steps that can be taken and I'll try to walk you through them.

Boatnmaniac · January 7

https://community.quicken.com/discussion/comment/20530940#Comment_20530940

See my immediately preceding post. Let me know if it was helpful or if the issue still exists.

karvel · January 8

Any update on this issue? Still cannot "one step update" any of my Fidelity accounts.

Quicken Alyssa · January 8

Hello @karvel,

Thank you for sharing your experience.

I have moved your post to another thread that seems more appropriate. Please provide more information so we can better assist you.

What exactly are you seeing from your end when you update your Fidelity accounts?
Are you getting any errors?
How long have you not been able to update these accounts?

The more information you can provide, the better.

Additionally, screenshots of what you are seeing might be helpful. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Looking forward to your response!

12Fairmount+ · 7:11AM

Quicken cannot download cash balances from some of their accounts. It's been like this since August and they are still working on it.

DLKSF · 7:53AM

@Boatnmaniac ARGH, I thought it had worked - the "last download" caption said January 9 - but I noticed that not too many transactions had been downloaded for each Fidelity account. So then I tried to update everything again and I got the same darned error code! So frustrating!

PS I hope you see this, I am not good with navigating the forums…!

Issues Downloading Fidelity

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