Quicken stopped recognizing a Fidelity account I have used for years

When down loading data, it places the information in a Fidelity account, but not the one I want to use. Why or what am I doing wrong?

Answers

  • thecreator
    thecreator SuperUser ✭✭✭✭✭


    Has the Fidelity Account Number been changed? It may have a leading space added or a trailing space added. To the existing Register. Deactivate the Register and add it back and link to your old Register.
    thecreator - User of Quicken Subscription R42.21  USA & Quicken 2017 HBRP R20.6 USA
                       Windows 10 Pro 32-Bit Build 19044.1826                   
                       Windows 10 Pro 64-Bit Build 19045.1865 Release Preview Channel. Lost Win 11.
                      also  Windows 10 Pro 64-Bit Build 19044.1826 .
    View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1


  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    Before you proceed with deactivating/reactivating your account(s), backup your data file in case something goes wrong.
    It sounds like you have more than one Fidelity account.  Since the data download affects two of them (the one it does not download into and the one it does incorrectly download into) I suggest deactivating both of them and then reactivating via Add Account or from one of those accounts reactivating via Set Up Now.
    During this set up process you should be prompted to make sure the downloaded data is Linked to the correct accounts in Quicken.  Failure to do this might result in Quicken setting up new accounts or linking the data with the incorrect accounts.
    (QW Premier Subscription: R42.21 on Windows 10)
  • eichnerdonmary
    eichnerdonmary Member ✭✭
    Thanks for the tips and advice. I will give it a try when I have some clear and open time.