Fidelity Inv/NB Works 1 Time then it fails, causing my Password to need changing

JrBaconCheeseburger
JrBaconCheeseburger Quicken Windows Subscription Member
I am a new user to Quicken. I use Quickbooks for my business and thought I should get something for home.
I have Quicken Premier.
The first time I started my file and added Fidelity NB/Inv it worked nearly fine, except it doubling my totals.
However, every single time I log in after that I go through the same process.
  1. It tries to log in
  2. It says it cannot
  3. Usually it ends up causing me to reset my Fidelity password (11 times so far)
or
  1. It tries to log in
  2. It says my password is wrong (it is not)
  3. I remove the accounts and add them back
  4. It works 1 time
  5. Starts the cycle over
100% reproducible and annoying and unfortunately makes Quick useless for me as my investments are a big part of why I bought Quicken.
Before you ask
  1. yes I know my password
  2. yes I try to log in to Fidelity when it says I cannot
  3. It either works (because I just changed it and the failure in QB is just once) or it tells me in Fidelity I need to reset my locked account password.

REALLY annoying...

Comments

  • Quicken Francisco
    Quicken Francisco Quicken Windows Subscription Alumni ✭✭✭✭

    Hello @JrBaconCheeseburger

    Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. That is odd I'm wondering where exactly the issue is. I believe it might help trying on a test file to see if we have a similar issue. This will give us a better idea of where exactly the issue is. I'll leave steps down below and you can find it on the third step on the article.

     https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows

    Once you get the chance let us know what you're able to find out. From there we'll see what our next steps will be.

    Thanks,

    Quicken Francisco


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