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.

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 …

Oct 28, 2025 · Fidelity “Updates” Rollup (Post-Migration Adjustments) Status: Complete Reported: August 29, 2025 What’s Happening: After the July migration, some users experienced security …

Mar 2, 2026 · 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.

Mar 8, 2026 · I’ve spent many, MANY hours trying to resolve the problems downloading data from my accounts at Fidelity Investments into my Quicken account.

Considering moving investment accounts to Fidelity. Looking for other Quicken and Fidelity users experience. Does Fidelity work well with Quicken?

Mar 30, 2026 · Fidelity Cash Core Position FDRXX Not Represented Properly (CTP-14817) Status: Fixed in R65.17 Delayed Updates (CTP-15323) –Some users report delays of 1–2 days in Fidelity …

I just did the Fidelity conversion to a new connection method….at least that's what it's advertised as.

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 …

Jul 30, 2025 · Did the new Fidelity re-authorization this morning. Now my two Fidelity accounts (IRA and brokerage) show "0" balance. Using the "Simple - Positions Only" tracking method. Finanical …