Incorrect Values when logging into Fidelity accounts

System Member admin
This discussion was created from comments split from: Wells Fargo Advisor Account does not sync with Quicken Deluxe..


  • lope
    lope Member
    I have a similar problem. Quicken is reporting incorrect values for my Fidelity accounts.
  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @lope

    Thank you for contacting the Quicken Community, though I do apologize that you have been experiencing these issues with your Fidelity account(s). 

    First, I suggest creating a test file and attempting to add the Fidelity account(s) to see if you experience the same issue with signing in. You can create a test file by navigating to File > New > Start from Scratch. Please keep in mind that it is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. 

    Please let me know the results of the test file!

    -Quicken Jasmine

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