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.

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 transactions on …

Aug 29, 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 days in Fidelity …

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.

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 · 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 - Export …

Dec 6, 2025 · 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 …

Sep 13, 2025 · After testing the update to EWC+ for Fidelity, there are a couple of inconsistencies with the actual Fidelity data.

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 29, 2025 · I just did the Fidelity conversion to a new connection method….at least that's what it's advertised as.