UPDATED 5 6 26 Fidelity Updates — Quicken Hi everyone, We know some of you have been running into issues with your Fidelity accounts in Quicken Thanks for your patience while we work through these
Updated 10 28 25 Fidelity Migration - Quicken Fidelity “Updates” Rollup (Post-Migration Adjustments) Status: Complete Reported: August 29, 2025 What’s Happening: After the July migration, some users experienced security mismatches, cash balance shifts, and other synchronization issues Resolution: These issues have been addressed through backend adjustments and product updates What
Solution to Fidelity not downloading all transactions into Quicken By now the Fidelity transaction downloading problems are legendary Random accounts will miss an entire month's worth of transactions and manually entering them might be too much work I've discovered a work around - assuming this is a one time problem associated with reauthorizing the accounts You could export the CSV from Fidelity and import it into Quicken - in theory - but getting the
Fidelity Download Issues After Recent Update [Edited] I don't understand the massive [Removed - Language] that quicken and fidelity have created , which would require me to do a lot of tasks to fix the issues [Removed - Speculation] I will wait one or two weeks and then push the 1 step update button If I get garbage again, I will undoubtedly have found another software in those two weeks
zzz-Fidelity Updates — Quicken This morning zzz- appeared before Fidelity Investments when updating Anyone know why they added zzz?
Quicken requests account re-authorization for Fidelity on every one . . . I discovered that if I open my Fidelity account and select "Update Transactions" from the Actions drop-down, it will download all transactions WITHOUT requiring a redundant re-authorization My workaround to the problem was to uncheck my Fidelity account from the one step account list and run a separate update just for the Fidelity account
CC-601 Error - Fidelity Brokerage Accounts not updating. I can't get my brokerage accounts at Fidelity to update Quicken is throwing "CC-601 We cannot find an account with a non-zero balance or with any transactions in the last 12 months