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. Aug 29, 2025 · Hi everyone, We know some of you have been running into issues with your Fidelity accounts in Quicken.
Understanding the Context
Thanks for your patience while we work through these. 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. Considering moving investment accounts to Fidelity.
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Key Insights
Looking for other Quicken and Fidelity users experience. Does Fidelity work well with Quicken? 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.
Final Thoughts
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. Jul 29, 2025 · This morning zzz- appeared before Fidelity Investments when updating Anyone know why they added zzz? 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. Jul 29, 2025 · I just did the Fidelity conversion to a new connection method..at least that's what it's advertised as.
