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
FIDELITY INVESTMENTS - NOT UPDATING — Quicken I have 6 Fidelity accounts in 2 unique main data files and in 3 unique test files and downloading via DC has been working well for me for quite some time Did you recently deactivate your Fidelity accounts? If so, there is a known issue with financial institutions that support both DC and EWC+ connection methods whereby DC accounts that have been deactivated cannot be set up, again with DC
Broadridge On-Demand Document - Montgomery County Maryland Fidelity’s Online Beneficiaries Service offers a straightforward, convenient process that takes just minutes To make your elections, click on the “Profile” link, then select “Beneficiaries” and follow the online instructions
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