Fidelity

Farmer John
Quicken Mac Subscription Member
All of my Fidelity accounts update except my Bond account which stopped updating in January. Any suggestions?
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Best Answer
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Hello @Farmer John,
Thank you for reaching out to the Quicken Community, though I apologize that you are experiencing this issue with your Fidelity Bond account not updating.
First, could you please provide which version of Quicken you currently have running?- Quicken > About Quicken
- Go to the Accounts menu and choose Hide and Show Accounts
- Uncheck any accounts with this specific financial institution that are checked as hidden in Lists
- Open the account register and navigate to the Settings gear on the bottom-right corner
- Click on the Downloads tab
- Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
- Quit Quicken
- Open Finder and navigate to Applications > Utilities > Keychain Access app
- On the left panel in the Keychain Access app, select Login and select Passwords at the top
- Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
- Quit the Keychain Access app and reopen Quicken
- Navigate to Accounts > New and choose the appropriate account type for the accounts that you previously deactivated
- At the bottom of the window showing the list of the financial institutions, click on the "My bank is not listed" question mark icon, then click Update List
- Wait for the list to finish updating and " Updated: " displays the current date.
- Click the Show List button to continue
- Use the search field at the top of the list to find and select your financial institution and click Continue
- Follow the prompts to sign in using your login credentials associated with the financial institution
- If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken
-Quicken Jasmine
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0
Answers
-
Hello @Farmer John,
Thank you for reaching out to the Quicken Community, though I apologize that you are experiencing this issue with your Fidelity Bond account not updating.
First, could you please provide which version of Quicken you currently have running?- Quicken > About Quicken
- Go to the Accounts menu and choose Hide and Show Accounts
- Uncheck any accounts with this specific financial institution that are checked as hidden in Lists
- Open the account register and navigate to the Settings gear on the bottom-right corner
- Click on the Downloads tab
- Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
- Quit Quicken
- Open Finder and navigate to Applications > Utilities > Keychain Access app
- On the left panel in the Keychain Access app, select Login and select Passwords at the top
- Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
- Quit the Keychain Access app and reopen Quicken
- Navigate to Accounts > New and choose the appropriate account type for the accounts that you previously deactivated
- At the bottom of the window showing the list of the financial institutions, click on the "My bank is not listed" question mark icon, then click Update List
- Wait for the list to finish updating and " Updated: " displays the current date.
- Click the Show List button to continue
- Use the search field at the top of the list to find and select your financial institution and click Continue
- Follow the prompts to sign in using your login credentials associated with the financial institution
- If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken
-Quicken Jasmine
Make sure to sign up for the email digest to see a round-up of your top posts.
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Thanks for your help!0
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Hello @Farmer John,
You are very welcome, I am glad to know that we were able to reach a resolution!
Please do not hesitate to reach out with any further questions or concerns!
-Quicken Jasmine
Make sure to sign up for the email digest to see a round-up of your top posts.
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This discussion has been closed.
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