Hello Quicken Community,
We understand that several Fidelity-related issues he been affecting Quicken users over the past few months. To make it easier for everyone to stay informed, we’ve consolidated all known Fidelity issues into this single alert.
Each issue below includes:
A brief description of the problemThe current status of our investigation or fixAny user actions or workarounds ailableA link to the original discussion for details and updatesWe’ll continue to update this post as new information becomes ailable. You can bookmark this thread to receive notifications when we post updates.
1. Fidelity Investments 401(k): “Unidentified Security” During CutoverStatus: Gathering InformationReported: September 17, 2025
(Ticket #11955039)
What’s Happening: Some users are seeing “Unidentified Security” messages when downloading transactions from Fidelity 401(k)accounts. This began following Fidelity’s recent connection cutover.
Current Understanding: The issue appears to occur when certain securities are not mapping correctly after the new connection structure went live.
What You Can Do:
No user action is required at this time.Your overall account balances should remain correct.Workaround: You may ignore the unidentified entries for now; balances and holdings will still be reflected correctly.
📄 Original Discussion
2. Fidelity NetBenefits: “Complete Investing” Not Currently SupportedStatus: Fix in TestingReported: September 18, 2025
(Ticket #11957850)
What’s Happening: The “Complete Investing” connection option for Fidelity NetBenefits accounts is temporarily unailable. Users are limited to “Simple Investing” connections.
Current Understanding: We’ve identified the cause and are testing a fix with Fidelity to restore full investment data access.
What You Can Do: You may continue to use “Simple Investing” to download balances and positions while the fix is in progress.
Workaround: You can switch your connection type manually:
Account List → Edit Account Details → Online Services → Change Connection Type → Simple Investing
📄 Original Discussion
3. Fidelity Investments: $0 Balance Display IssueStatus: ✅ Resolved as of September 10, 2025Reported: August 15, 2025
(Ticket #11906035/CTP-14153)
What’s Happening: Some users’ Fidelity accounts were displaying $0 balances after recent updates.
Resolution: This issue has been fixed. All balances should now download correctly.
What You Can Do: To ensure your data is current, please run an Update Now:
Tools → One Step Update → or use Ctrl + A > Update Now
📄 Original Discussion
4. Fidelity “Cutover / Migration” ChangesStatus: CompleteReported: July 30, 2025
(Ticket #11880286)
What’s Happening: Fidelity completed a large-scale connection migration in late July. The new setup requires some users to reauthorize their Fidelity accounts to continue downloading data.
What You Can Do: If you see prompts to reconnect your Fidelity accounts:
Follow the in-product instructions and choose Fidelity Investments as your provider.
Workaround: None needed — just ensure you reconnect when prompted.
📄 Original Discussion
5. Fidelity “Updates” Rollup (Post-Migration Adjustments)Status: CompleteReported: 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 he been addressed through backend adjustments and product updates.
What You Can Do:
Ensure your Quicken is on the latest release version.If balances still appear off, try:Account List → Edit Account → Online Services → Reset Account
📄 Original Discussion
6. Fidelity Investments: Money Market Cash Holding ChangesStatus: Fix in DevelopmentReported: September 24, 2025
(CTP-14526)
What’s Happening: Fidelity has changed how Money Market funds are reported, which affects how Quicken categorizes these positions. Some users may see differences between “cash” and “security” holdings.
Current Understanding: Balances remain accurate, but the reporting structure has changed on Fidelity’s side.
Quicken applied partial configuration fixes in R64.30.A broader update to properly handle FDRXX is planned for a future release.Our teams are continuing to gather feedback from affected customers to confirm fixes and ensure stability.What You Can Do: No action required at this time.
Workaround: If you’d prefer to customize how this appears:
Account List → Edit Account Details → Display Options → Customize cash display
📄 Original Discussion
We sincerely apologize for the inconvenience these Fidelity issues he caused and truly appreciate your patience as we continue working closely with Fidelity to resolve them. Your ongoing feedback, shared experiences, and testing he been incredibly valuable in helping us identify and improve these connection updates. Thank you for your continued support and for being part of the Quicken community.
Quicken Janean
Make sure to sign up for the email digest to see a round up of your top posts.
0