New Fidelity connection requirements - Quicken Today after connecting and downloading transactions I received a msg that Fidelity was changing their connection with Quicken and a new connection needed to be updated
UPDATED 10 28 25 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
Fidelity Investments Transaction Downloads - Quicken Fidelity Investments has 2 different financial institution setups for downloading into Quicken FIDELITY - INVESTMENTS AND RETIREMENT ACCOUNTS: This is a new connection setup since Dec 2023 and it uses the EWC+ connection method
What’s Going On Between Fidelity and Quicken? - Page 2 FYI - Fidelity Connections support number, 800-544-7931, is given under FAQ "Can I export all of my account information? "on the webpage Fidelity Customer Service FAQ - Export Account Information Interesting to note that the FAQ states: "In Quicken®, you can export your investment holdings and account balances, along with 90 days of transaction history for your personal accounts " Regarding
New Fidelity Connection - Incorrect # of Shares Missing . . . - Quicken The new Fidelity interface has totally screwed up my Fidelity accounts It won't recognize my IRA accounts and insists on creating new accounts It also downloads lots of old transactions on my other accounts which are a pain to delete All of my Fidelity accounts are out of balance