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 …

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

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 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 - …

Oct 19, 2025 · I have several accounts at Fidelity and suddenly in the last couple of weeks, the HSA account no longer downloads any transactions.

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

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.

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 …

Oct 29, 2025 · During the authorization of the Fidelity accounts, make sure to unselect the hidden account in the list of Fidelity accounts to authorize and select the proper account you want to link.