Fidelity Connectivity

Kim Roffman
Kim Roffman Quicken Windows Subscription Member
edited January 9 in Errors and Troubleshooting (Windows)

Has connectivity with Fidelity been suspended? Things have recently gone from bad to worse in that Quicken can't even seem to connect to Fidelity at this point. I have tried multiple times to disconnect and reactivate my Fidelity accounts to download transactions, and it goes nowhere. I get as far as authorizing the Fidelity account for Quicken access while logged into Fidelity, then Quicken can't make the connection for the update.

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Kim Roffman,

    Thanks for reaching out!

    Connectivity with Fidelity has not been suspended, but to narrow down exactly what you’re seeing, we'll need some additional information as checking your account internally does not show any errors.

    When the connection fails in Quicken, are you receiving a specific error message or error code? If so, please let us know what it says and, if possible, share a screenshot of the message.

    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.

    Additionally, please provide the following details:

    • Where is your Quicken data file stored? Is it on your local hard drive (C: Drive) or a cloud-based/external drive (e.g.: OneDrive, DropBox, USB, etc.)?
      • Please provide the exact file path as shown in the example below. image.png
    • Are you using a VPN while updating your accounts? If so, does disabling it make any difference?
    • Do you have any antivirus or malware protection software running that may be interfering with Quicken? If so, have you tried temporarily disabling it to see if the issue persists?
    • When did this issue first start occurring?
    • Were there any significant changes to your system or software before the issue began (updates, new installations, etc.)?

    Once we have that, we can advise on the next best steps.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Kim Roffman
    Kim Roffman Quicken Windows Subscription Member

    Here is the message I get in Quicken when attempting to establish online services with Fidelity for this account:

    Screenshot 2026-01-09 123335.png

    My Fidelity account has not changed. The account number is the same. I have successfully downloaded transactions for this account for years. Problems started last November when the interface between Quicken and Fidelity changed. These problems involved downloading duplicate transactions and failing to download transactions at all. It started working again in December and I was able to get the account caught up. Then on 12/30/25 it stopped working completely. I deactivated online services based on the prompts in Quicken and have tried to re-establish over and over again. The above screen is now as far as I get after logging into Fidelity and authorizing access to the account for Quicken.

    My Quicken file is on the one drive:

    Screenshot 2026-01-09 123932.png

    I have seen postings about many issues with Fidelity since the interface changed, but this is much worse now that I can't even establish a link. Nothing else has changed on my end. Same computer, same software, etc. I do not use a VPN. Appreciate any assistance.

  • DOWYTCAMINO
    DOWYTCAMINO Quicken Windows 2017 Member ✭✭

    I am havng a similar issue as of today 09Jan2026. Despite validating, super validating and trying to disable and reconnect my accounts at Fidelity I'm not getting downloads. Everything was fine yesterday.

  • DOWYTCAMINO
    DOWYTCAMINO Quicken Windows 2017 Member ✭✭

    Note: My data is local on my HardDrive. Using Quicken for Windows.

  • White Eagle
    White Eagle Quicken Windows Subscription Member

    I am also experiencing this problem. Update indicates that it is downloading transactions, but none show up. I have also been using this software and Fidelity accounts for years. I have made no changes to the system or the software.

    Last successful update was for October 2025. I store my quicken data on my local drive. No VPN.

    I cannot possibly enter all my transactions manually.

    QUICKEN - Please help! this is sorely needed for tax time!

  • sprinres
    sprinres Quicken Windows Subscription Member

    All my Fidelity transactions are now downloading as "unidentified security" starting with 1/15 transactions (401k, bimonthly contributions.)

    Is this related?

  • rayseidlinger
    rayseidlinger Member ✭✭
    edited February 7

    [Removed - Duplicate Post]

  • rayseidlinger
    rayseidlinger Member ✭✭

    I store my files and backups on a local hard drive.

  • leishirsute
    leishirsute Quicken Windows Subscription Member ✭✭✭✭
    edited February 6

    @Kim Roffman Have you tried creating a new Quicken test datafile on your local hard drive and adding Fidelity accounts to it? If that works, that could indicate that it might not be Quicken alone creating the issue. Another suggestion that may be worth trying is to sign in as a different user, but use the same Quicken login. From what I understand, it can possibly reset some Quicken cloud settings.

    Another thing I've had happen, is that an account disconnect/reactivate sometimes has not worked for me and I had to do an account disconnect and add an account. During the account add, I relinked the account to the existing account in Quicken.

    Just some suggestions to try. Of course, perform a backup before trying any of these suggestions.

    image.png

    Deluxe R65.29, Windows 11 Pro

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