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. Below is the latest …

Jul 30, 2025 · Fidelity “Updates” Rollup (Post-Migration Adjustments) Status: Complete Reported: August 29, 2025 What’s Happening: After the July migration, some users experienced security …

May 17, 2024 · Considering moving investment accounts to Fidelity. Looking for other Quicken and Fidelity users experience. Does Fidelity work well with Quicken? Any issues I should be aware of so …

Mar 8, 2026 · I’ve spent many, MANY hours trying to resolve the problems downloading data from my accounts at Fidelity Investments into my Quicken account. I’ve deactivated, reactivated the accounts, …

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 …

Dec 23, 2023 · Hi I have Quicken Classic. I am able to connect to Fidelity, but it doesn't show the accounts in Quicken afterward. Any thoughts on this?

Aug 5, 2024 · Fidelity Investments has 2 different financial institution setups for downloading into Quicken. FIDELITY - INVESTMENTS AND RETIREMENT ACCOUNTS: This is a new connection …

Mar 2, 2026 · I can't get my brokerage accounts at Fidelity to update. Quicken is throwing "CC-601 We cannot find an account with a non-zero balance or with any transactions in the last 12 months. …

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 …

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.