Fidelity Investments - Download issues - Quicken I’ve spent many, MANY hours trying to resolve the problems downloading data from my accounts at Fidelity Investments into my Quicken account I’ve deactivated, reactivated the accounts, linked them as required, etc , ad nauseam for months now I’ve worked with your community people who are very competent and have provided…
Experience using Quicken with Fidelity investment accounts Considering moving investment accounts to Fidelity Looking for other Quicken and Fidelity users experience Does Fidelity work well with Quicken? Any issues I should be aware of so that I can manage them?
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 Below is the latest update on what’s happening, what’s fixed, and what you can do in the meantime Fixed or Being Released * Duplicate Transactions (Windows) –Some…
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
FCASH in Fidelity accounts - Quicken After recent changes to how Fidelity downloads to Quicken, I have noticed the following problem: It is trying to now keep cash reserves in a true security, called FCASH However, this doesn't seem to work with how cash is managed My account (this is happening in multiple accounts) is set up in Quicken to hold multiple…
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…
Fidelity not downloading transactions - Quicken Quicken is yet again having download connection issues This time with Fidelity which will not download any transactions I have tried deactivating and activating and even deleting and readding the accounts Nothing works Quicken is getting less and less useful and the helpdesk is fairly useless
Problem downloading Fidelity account - Quicken Since the last Quicken update on my MAC, I have been unable to reconcile my Fidelity core account within Quicken Classic Deluxe I called Quicken and Fidelity to resolve the issue and they said an update would be generated when the issue was resolved I have not seen any update on the "Alerts" section Any status?
CC-601 Error - Fidelity Brokerage Accounts not updating. - Quicken 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 Please check on your website and try again " This has been happening since yesterday I have tried the usual tricks - e g , de-authorizing,…
Fidelity Downloads - Quicken Has there been any update on downloads from Fidelity? When I call Fidelity they say its a Quicken problem and they Quicken are working on it