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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. Previously the investment account existed but no transactions were visible, but now i see fdic insured deposit values at various. August 29, 2025 what’s happening

After the july migration, some users experienced security mismatches, cash balance shifts, and other synchronization issues I have successfully converted to express web connect + at fidelity, except that my cma checking balance is duplicated in the fidelity cash management account in the investing group that it is linked to, so the total value of all accounts is higher by that amount These issues have been addressed through backend adjustments and product updates

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 accounts which are a pain to delete All of my fidelity accounts are out of balance. 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. Considering moving investment accounts to fidelity Looking for other quicken and fidelity users experience Does fidelity work well with quicken?

Fidelity investments has 2 different financial institution setups for downloading into quicken

This is a new connection setup since dec 2023 and it uses the ewc+ connection method. In quicken®, you can export your investment holdings and account balances, along with 90 days of transaction history for your personal accounts This discussion was created from comments split from

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