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Error OL-220-A and Fidelity - occurs frequently but randomly

DelawareTim

I've been getting this message for the past 10 years or so, with multiple version updates of Quicken Premier, and at least 2 (I believe 3) different PC's. ~9 out of 10 times when I do a one-step update (or online-update only my Fidelity account), I get this error. ~1 out of 10 times it updates fine. Purely random. Seems to have nothing to do with whether I've rebooted my computer, or exited and returned to Quicken. I have accounts at Vanguard, TIAA, and Discover, and have never had this error with them.

I've read various "fixes" on this forum and others - they're a pain, and sometimes they work (one time), sometimes not. Years ago I spent over an hour on the phone with Fidelity's quicken expert, and it was fixed - for a day. However, it always returns to this "error ~90% of the time" situation. Has anyone experienced this specific "random" issue, and discovered a permanent fix?

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Quicken Jared

DelawareTim said:

I've been getting this message for the past 10 years or so, with multiple version updates of Quicken Premier, and at least 2 (I believe 3) different PC's. ~9 out of 10 times when I do a one-step update (or online-update only my Fidelity account), I get this error. ~1 out of 10 times it updates fine. Purely random. Seems to have nothing to do with whether I've rebooted my computer, or exited and returned to Quicken. I have accounts at Vanguard, TIAA, and Discover, and have never had this error with them.

I've read various "fixes" on this forum and others - they're a pain, and sometimes they work (one time), sometimes not. Years ago I spent over an hour on the phone with Fidelity's quicken expert, and it was fixed - for a day. However, it always returns to this "error ~90% of the time" situation. Has anyone experienced this specific "random" issue, and discovered a permanent fix?

Hello @DelawareTim,

I am sorry to hear about this problem with intermittent OL-220-A error messages. Thank you for asking about this here on the Quicken Community.

Are we discussing Fidelity Investments or Fidelity Advisors accounts? Also, are you currently making use of any Virtual Private Networks (VPNs) or Proxies? It may be necessary to remove these in order to troubleshoot this issue further.

Lastly, what is the connection method you are using in order to add or link your accounts to online banking services? Please note that you can verify this anytime by going to Tools > Account List and then clicking on the Edit button in the row associated with the affected accounts. Next, go to the Online Services tab in the new window that appears afterward. The information we are looking for should be found under the Online Setup callout box.

I look forward to your response.

Thank you,

Quicken Jared

DelawareTim

Thanks Quicken Jared for your interest. A few responses:

- I have four Fidelity Investments accounts - three (IRA, Roth IRA, and a taxable account) managed by me, the fourth by a financial advisor, but the Quicken financial institution (as I see in the online services tab) for all is Fidelity Investments . If I get the error on one, I get the error on all.
- I don't use a VPN or proxy.
- I use Direct Connect for both of these accounts (as well as all my other banking and investment accounts).

Quicken Anja

Hello @DelawareTim,

Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

If you haven't already, please take a moment to review this error-specific support article regarding error OL-220.

As stated at the bottom of the article for Direct Connect accounts, you will need to contact your financial institution for further assistance:
"Direct Connect - You will need to contact your financial institution to resolve this issue. Quicken does not have access to the financial institution's servers to correct the problem. This may require you ask to speak with an online services specialist that handles transaction download issues at the financial institution. If your financial institution states they can't assist, an escalation with the financial institution may be necessary."

We apologize for any inconvenience! Thank you.

DelawareTim

Thanks. It's the randomness of the error that surprises me - I stated I get the error 90% of the time - it's more like >95% of the time - I haven't been able to update my Fidelity accounts since early May, despite attempting several times a week.

Also, this is FIDELITY - methinks there are several other Quicken users who have Fidelity accounts :-). If there's some problem with their servers, I would think this would be a widespread problem (and as noted above, not a randomly occurring problem). As I noted in my original post, years ago I spent well over an hour on the phone with a Fidelity rep, who "fixed" the problem by having me make various tweaks within Quicken (I don't recall what ended up "working") - until I tried online update the next day, and I was back to the same randomly occurring error.

Pretty annoying problem - was hoping someone else has had this specific issue and could shed some light.

Stacy Schmidt

> @DelawareTim said:
> Thanks. It's the randomness of the error that surprises me - I stated I get the error 90% of the time - it's more like >95% of the time - I haven't been able to update my Fidelity accounts since early May, despite attempting several times a week.
>
> Also, this is FIDELITY - methinks there are several other Quicken users who have Fidelity accounts :-). If there's some problem with their servers, I would think this would be a widespread problem (and as noted above, not a randomly occurring problem). As I noted in my original post, years ago I spent well over an hour on the phone with a Fidelity rep, who "fixed" the problem by having me make various tweaks within Quicken (I don't recall what ended up "working") - until I tried online update the next day, and I was back to the same randomly occurring error.
>
> Pretty annoying problem - was hoping someone else has had this specific issue and could shed some light.

Are you still having this issue? This started happening to me just this past week. My spouse and I each have Fidelity accounts, but this issue is only happening with HIS Fidelity account (not mine). I am seeing a lot of postings about this type of issue with Fidelity in Quicken, and I'm concerned that this is going to continue to happen for the foreseeable future (and/or start happening to my Fidelity accounts also). These accounts are all in the same Quicken data file, and I haven't had this issue previously, so I can't imagine why it's only affecting one of our Fidelity accounts and not both.

UKR

The Support website has a problem solving article which suggests you perform an "Update Now" from one of the investment account registers, to refresh the brokerage's download information. Have you tried that yet?

Also, is it possible that in your data file there's an old, no longer used but still active investment register which is still connected for downloading? If so, this should be deactivated.