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
CC-601 Error - Fidelity Brokerage Accounts not updating. 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
UPDATED 12 19 25 Fidelity Updates - Quicken 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
Updated 10 28 25 Fidelity Migration - Quicken Fidelity “Updates” Rollup (Post-Migration Adjustments) Status: Complete Reported: August 29, 2025 What’s Happening: After the July migration, some users experienced security mismatches, cash balance shifts, and other synchronization issues Resolution: These issues have been addressed through backend adjustments and product updates What
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 accounts which are a pain to delete All of my Fidelity accounts are out of balance
Solution to Fidelity not downloading all transactions into Quicken 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 work I've discovered a work around - assuming this is a one time problem associated with reauthorizing the accounts You could export the CSV from Fidelity and import it into Quicken - in theory - but getting the
Fidelity Download Issues After Recent Update [Edited] I don't understand the massive [Removed - Language] that quicken and fidelity have created , which would require me to do a lot of tasks to fix the issues [Removed - Speculation] I will wait one or two weeks and then push the 1 step update button If I get garbage again, I will undoubtedly have found another software in those two weeks