Dec 19, 2025 · 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.

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.

Dec 19, 2025 · 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 …

I see I'm not the only one struggling with the recent "upgrade" with updating Fidelity accounts. I've seen references to the missing transactions problem being resolved but I haven't yet come …

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 …

Fidelity - Investments & Retirement Accounts for QWin is to be used for downloading the Fidelity Visa Card transactions, only…and it works well for this credit card.

It seems there has been a recent change with how Fidelity handles cash with downloaded transactions in investment/brokerage accounts.

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. …

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

yesterday, when updating Fidelity accounts on Quicken Classic Personal and Business on Windows, i received prompt forcing update to 27.1.64.30, which I did.