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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. Disconnect all fidelity accounts in quicken. August 29, 2025 what’s happening
After the july migration, some users experienced security mismatches, cash balance shifts, and other synchronization issues Steps can be found in this article if needed These issues have been addressed through backend adjustments and product updates
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. 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. Fidelity investments fidelity investments dc fidelity investments back up your data file before proceeding
Deactivate your fidelity accounts (all of them) on the online services tab of account details Change the tracking method (for each account) from simple to complete on the general tab of account details Do add account and type in and select fidelity investments dc 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. In quicken®, you can export your investment holdings and account balances, along with 90 days of transaction history for your personal accounts I have a new fidelity visa signature rewards card and i can't figure out how to add it to quicken.
However, fidelity has been migrating to a new connection method, express web connect+ I am curious if you have migrated your accounts to the new connection method yet If you are still on direct connect, you can follow these steps
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