Mar 2, 2026 · I can't get my brokerage accounts at Fidelity to update. Quicken is throwing "CC-601 We cannot find an account with a non-zero balance or with any transactions in the last 12 months. 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. 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 .
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. 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 . I just did the Fidelity conversion to a new connection method.at least that's what it's advertised as.
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. Considering moving investment accounts to Fidelity. Looking for other Quicken and Fidelity users experience. Does Fidelity work well with Quicken? 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 .
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 .
- I can't get my brokerage accounts at Fidelity to update.
- New Fidelity connection requirements - Quicken.
- New Fidelity Connection - Incorrect # of Shares/Missing.
UPDATED 12/19/25 Fidelity Updates - Quicken. This indicates that "Fidelity Premium designation banner" should be tracked with broader context and ongoing updates.
Hi everyone, We know some of you have been running into issues with your Fidelity accounts in Quicken. For readers, this helps frame potential impact and what to watch next.
FAQ
What happened with Fidelity Premium designation banner?
Updated 10/28/25 Fidelity Migration - Quicken.
Why is Fidelity Premium designation banner important right now?
Fidelity “Updates” Rollup (Post-Migration Adjustments) Status.
What should readers monitor next?
RESOLVED 2/20/26 Fidelity Core Cash Transactions Downloading.
Sources
- https://community.quicken.com/discussion/7971644/cc-601-error-fidelity-brokerage-accounts-not-updating
- https://community.quicken.com/discussion/7943918/new-fidelity-connection-requirements
- https://community.quicken.com/discussion/7964570/new-fidelity-connection-incorrect-of-shares-missing-investment-accounts-win
- https://community.quicken.com/discussion/7965464/updated-12-19-25-fidelity-updates
