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Unable to add second Fidelity Account, Quicken crashes.

Today I upgraded from Quicken 2017 to Quicken Windows Subscription. on version v27.1.26.23. latest May 2020 release. I ran the File Validation tool, no errors. I tested the one step update, no issues downloading a weeks worth of updates. I decided to finally add my Fidelity investment account, added without issue. attempted to add my wife's fidelity account, get a blank screen, when I click Next, it comes back with Found the following which is blank and then eventually closes/crashes over and over. I reran File Validation, no issues. Added another account, AMEX, download those transactions, not issues. Quicken file is local on the C: drive.

I read in the community forums where the question as asked about adding a second Fidelity account and the answer was yes. So I am out of ideas. Thoughts?

Best Answer

Answers

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Are both your accounts, and your wife's at Fidelity Investments, as opposed to Fidelity NetBenefits?
    And, you might need to contact Q Support, so that they can examine your OFX Log, which will contain info about the issue.  https://www.quicken.com/support#contact-support

    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • leilers
    leilers Member
    Yes, both are Fidelity Investments, not NetBenefits.
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