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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 transactions on my other accounts which are a pain to delete. All …
Jun 6, 2025 · I’ve been a long-time user of Quicken Deluxe for Windows and, until recently, had very few issues downloading transactions from Fidelity.
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 - Export Account Information Interesting to note that the FAQ states: 'In Quicken®, you can export your investment holdings and account balances, along with 90 days of transaction history for your …
Jul 29, 2025 · I just did the Fidelity conversion to a new connection method….at least that's what it's advertised as.
Considering moving investment accounts to Fidelity. Looking for other Quicken and Fidelity users experience. Does Fidelity work well with Quicken?
Aug 14, 2025 · My downloads from Fidelity worked fine until late July when Quicken pushed me to change connection from DC to EWC+. Now transactions only download in simple format and I have to reconstruct them manually. This is in spite of 'complete tracking' …
My Fidelity is finally working again as well, but I needed to deactivate and then reactivate online services to get it to work.
Fidelity Investments has 2 different financial institution setups for downloading into Quicken. FIDELITY - INVESTMENTS AND RETIREMENT ACCOUNTS: This is a new connection setup since Dec 2023 and it uses the EWC+ connection method.
Jul 26, 2025 · Fidelity Investments has removed FIVFX and put its former assets into FICQX. Both mutual funds appear to be named FIDELITY INTL CAP APPRECIATION FUND.
Jul 29, 2025 · This morning zzz- appeared before Fidelity Investments when updating Anyone know why they added zzz?
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