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.
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 …
UPDATED 12/19/25 Fidelity Updates - Quicken
Dec 19, 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.
Updated 10/28/25 Fidelity Migration - Quicken
Oct 28, 2025 · Fidelity “Updates” Rollup (Post-Migration Adjustments) Status: Complete Reported: August 29, 2025 What’s Happening: After the July migration, some users experienced security …
Odd Fidelity transactions "cover short sale (CvrShrt)".
Feb 10, 2026 · Quicken Windows Updated just now and have various accounts showing transactions marked "cover short sale (CvrShrt)". My Fidelity account shows none of these.
New Fidelity Connection - Incorrect # of Shares/Missing ... - Quicken
I just did the Fidelity conversion to a new connection method….at least that's what it's advertised as.
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?
What’s Going On Between Fidelity and Quicken? - Page 2
Jul 30, 2025 · Did the new Fidelity re-authorization this morning. Now my two Fidelity accounts (IRA and brokerage) show "0" balance. Using the "Simple - Positions Only" tracking method. Finanical …
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 …
RESOLVED 2/20/26 Fidelity Core Cash Transactions Downloading
Feb 10, 2026 · We are getting reports of Fidelity account owners getting incorrectly classified cash/core money market activity as Cover Short Sale(CvrShrt/CvrShrtX) transactions.