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. Every time i try to update accounts, i get a pop up from quicken asking me to reauthorize my fidelity account(s). August 29, 2025 what’s happening
After the july migration, some users experienced security mismatches, cash balance shifts, and other synchronization issues This discussion was created from comments split from These issues have been addressed through backend adjustments and product updates
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. 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. Considering moving investment accounts to fidelity Looking for other quicken and fidelity users experience Does fidelity work well with quicken?
This is a new connection setup since dec 2023 and it uses the ewc+ connection method. In quicken®, you can export your investment holdings and account balances, along with 90 days of transaction history for your personal accounts
