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.

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

Jul 30, 2025 · 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 …

Fidelity Investments has 2 different financial institution setups for downloading into Quicken. FIDELITY - INVESTMENTS AND RETIREMENT ACCOUNTS: This is a new connection setup …

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

Jun 6, 2025 · Fidelity Investments Fidelity Investments DC Fidelity Investments Back up your data file before proceeding. Deactivate your Fidelity accounts (all of them) on the Online Services …

Aug 29, 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.

Jul 30, 2025 · FYI - Fidelity Connections support number, 800-544-7931, is given under FAQ "Can I export all of my account information? "on the webpage Fidelity Customer Service FAQ - …

Sep 23, 2025 · This discussion was created from comments split from: Quicken requests account re-authorization for Fidelity on every one step update .

Mar 29, 2025 · 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.