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 …

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 - …

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.

Sep 19, 2025 · 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 …

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

May 11, 2025 · I now have a brokerage acct: Fidelity Cash xxxxxx and a Banking Acct: Fidelity Cash xxxxxx-Cash The brokerage acct still has the interest payments from Fidelity in it but …

Sep 27, 2025 · This discussion was created from comments split from: What’s Going On Between Fidelity and Quicken? .

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