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 …

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.

This morning zzz- appeared before Fidelity Investments when updating Anyone know why they added zzz?

My Fidelity is finally working again as well, but I needed to deactivate and then reactivate online services to get it to work.

During the authorization of the Fidelity accounts, make sure to unselect the hidden account in the list of Fidelity accounts to authorize and select the proper account you want to link.

Jul 30, 2025 · Fidelity will begin an optional cut-over migration on 07/29, followed by a forced cut-over on 08/20. Customers with existing accounts will need to run through the Fix It flow or use the Add New …

Apr 1, 2025 · Since the last Quicken update on my MAC, I have been unable to reconcile my Fidelity core account within Quicken Classic Deluxe.

Since the EWC+ change over my periodic withdrawals from my Fidelity account get downloaded as a series of withdrawals with no information on the share sales or quantities for each transaction.

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 …