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  1. Quicken Community

    Get resources and help from expert Quicken users and our Customer Care Team.

  2. Problem with Fidelity Investment Accounts After Latest Update

    Sep 23, 2025 · After the latest update, my Fidelity accounts in Quicken have gotten messed up with incorrect holdings. This is bad. I'm not sure what to do? I don't think the solution is changing …

  3. Retirement Plan and Investment Counseling - Montgomery County …

    Access retirement education counseling in Montgomery County through Taber Financial Advisers and Fidelity Investments. Attend counseling sessions to enhance your financial planning and investment …

  4. You elect for your monthly retirement pension to be deposited in a self-directed investment account held at Fidelity while you continue to work. At the end of participation, you separate from County service …

  5. Fidelity Investments - Download issues - Quicken

    Mar 8, 2026 · I’ve spent many, MANY hours trying to resolve the problems downloading data from my accounts at Fidelity Investments into my Quicken account. I’ve deactivated, reactivated the accounts, …

  6. UPDATED 5/6/26 Fidelity Updates - Quicken

    Aug 29, 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. Below is the latest …

  7. Fidelity Connectivity - Quicken

    Jan 8, 2026 · Has connectivity with Fidelity been suspended? Things have recently gone from bad to worse in that Quicken can't even seem to connect to Fidelity at this point. I have tried multiple times …

  8. Fidelity Cash+ (Again) - Quicken

    Apr 3, 2026 · I'm still having trouble with my Fidelity Cash+ account. Many downloaded transactions (especially the ones that involve things like Venmo) are being duplicated. Even if I already have the …

  9. incorrect balances for Fidelity accounts - Quicken

    Aug 21, 2025 · A few weeks back Quicken forced me to upgrade my connections for Fidelity Investments. I was using the older direction connection specifically because it was the only way to …

  10. Quicken add Fidelity acct stuck on "bank hosted sign-in page"

    Apr 13, 2026 · Still the same old problem, too many people are still talking about... I disconnected my Fidelity account as told by Quicken due to the change in connecting method, yet now I cannot add …