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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

    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 …

  3. 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 …

  4. 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?

  5. UPDATED 10/28/25 Fidelity Updates - Quicken

    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.

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

    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 - …

  7. can't connect to Fidelity Visa - Quicken

    I have a new Fidelity Visa Signature Rewards card and I can't figure out how to add it to Quicken.

  8. zzz-Fidelity Updates — Quicken

    Jul 29, 2025 · This morning zzz- appeared before Fidelity Investments when updating Anyone know why they added zzz?

  9. Fidelity Investments — 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.

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

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