August 29, 2025 what’s happening After the july migration, some users experienced security mismatches, cash balance shifts, and other synchronization issues These issues have been addressed through backend adjustments and product updates 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. 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. 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. Fidelity investments has 2 different financial institution setups for downloading into quicken
In quicken®, you can export your investment holdings and account balances, along with 90 days of transaction history for your personal accounts 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 investing group that it is linked to, so the total value of all accounts is higher by that amount Previously the investment account existed but no transactions were visible, but now i see fdic insured deposit values at various. This discussion was created from comments split from
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