Fidelity checking account missing transaction information.

jcreece2@gmail.com
jcreece2@gmail.com Quicken Mac Subscription Member
edited January 21 in Download, Add/Update Accounts (Mac)

I have a checking account with Fidelity Investments that Quicken will not download any transactions from 1/10/25 - 10/2/25. Though the account is with Fidelity the money is held with JP Morgan/Chase and Santander. I don't get any error messages, the transaction just don't download. I don't see this problem listed as one of your Fidelity issues. Is there a work around for this?

Comments

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    Many financial institutions limit transaction download to the past 90 days. Since you got October through December, that seems like the situation in your case. Some financial institutions allow more than 90 days, but 90 days is pretty common. Quicken has no role in that; it will download whatever the financial institution supplies.

    In some cases, financial institutions will allow you to download a QFX file which contains transactions going back longer than 90 days, which you can then import into Quicken. I do not know if that's the case for you, but you can see what downloads are available on your financial institution's website. (I'm a little confused by your description of the involvement of three different financial institutions.)

    Quicken Mac Subscription • Quicken user since 1993

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