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  1. New Fidelity connection requirements - Quicken

    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.

  2. New Fidelity Connection - Incorrect # of Shares/Missing ... - Quicken

    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 …

  3. Experience using Quicken with Fidelity investment accounts

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

  4. What’s Going On Between Fidelity and Quicken? - Page 2

    Jul 30, 2025 · Did the new Fidelity re-authorization this morning. Now my two Fidelity accounts (IRA and brokerage) show "0" balance. Using the "Simple - Positions Only" tracking method. Finanical …

  5. Fidelity Investments Transaction Downloads - Quicken

    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 …

  6. Fidelity Investments — Quicken

    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.

  7. New Fidelity Connection - Incorrect # of Shares/Missing ... - Quicken

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

  8. Updated 10/28/25 Fidelity Migration - Quicken

    Oct 28, 2025 · Fidelity “Updates” Rollup (Post-Migration Adjustments) Status: Complete Reported: August 29, 2025 What’s Happening: After the July migration, some users experienced security …

  9. UPDATED 12/19/25 Fidelity Updates - Quicken

    Dec 19, 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.

  10. Fidelity mutual fund merger has me confused how to enter into QWin

    Fidelity Investments has removed FIVFX and put its former assets into FICQX. Both mutual funds appear to be named FIDELITY INTL CAP APPRECIATION FUND.