August 29, 2025 what’s happening In quicken®, you can export your investment holdings and account balances, along with 90 days of transaction history for your personal accounts After the july migration, some users experienced security mismatches, cash balance shifts, and other synchronization issues
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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. Fidelity investments has 2 different financial institution setups for downloading into quicken This is a new connection setup since dec 2023 and it uses the ewc+ connection method. This discussion was created from comments split from
