How do you find out how to connect a fidelity credit card?

kellydj

It is with Elan financial services but does not work using Elan Financial Services directly or in the background like my mobile app does.

Frankx

Hi @kellydj

If you are using "Elan Financial Services" as the financial institution when you setup the connection, you should be able to download transactions and balances in Quicken.  What error codes are you seeing, and/or what happens when you try to setup the connection?

Frankx

kellydj

I don't see any error codes. It looks like it does not even try. Everything else at Fidelity works. When I connect on the web it uses federated services to connect to Elan so it is all in the background.

kellydj

If I try to connect with Elan I get CC-503

Quicken Jared

kellydj said:

If I try to connect with Elan I get CC-503

Hello @kellydj, 

I am sorry to hear about this issue with the CC-503 error message. Thank you for reaching out to us about this here on the Quicken Community.

First, save a backup by navigating to File > Copy or Backup File... in the upper menu at the top of the screen, then try proceeding through the steps provided below:

Step One: Verify your bank login information

1. Type your password/PIN into a text application, such as Notepad, WordPad, or other text/word application. 

Note: This is a way of confirming you don't have typographical errors in this field.  

1. Highlight the "confirmed" password and then copy it (Ctrl + C) and paste it (Ctrl + V) into the appropriate fields in Quicken.

Step Two: Verify your bank login at the bank's website

1. Go to your bank's website and use your credentials to log in to the bank's website.
2. Confirm that you're able to log in to the bank's website with the expected username and password.

Please note, Quicken has a 16-character limit for bank passwords. If your bank password is longer than 16 characters, it will need to be shortened.

Step Three: Update your password(s) in Quicken

1. Launch Quicken and go to Tools > Password Vault > Add/Edit Passwords.
2. Click on the account in the Password Vault.
3. Choose Delete Password for the account.
4. Complete a One Step Update, you will be prompted to enter the password manually.
5. Type in the password (the same one used on the bank's website) and check in the box marked Save next to the password field.
6. Click Update Now.

If the login ID or username also needs to be changed:

1. Choose Tools > Account List.
2. Click the Edit button next to the account you want to change the login ID for.
3. In the Account Details window, click the Online Services tab.
4. Click Deactivate, and then click Yes to deactivate online services.
5. Click Yes again, if necessary, to confirm your choice.
6. Repeat these steps to deactivate all accounts at this same bank.
7. Return to the Online Services tab, and click Set up Now for each account you've deactivated.
8. Enter the correct login ID and follow the on-screen prompts to activate your account.

You can read more about these recommendations in the Support Article linked here. 

I hope to hear back from you about your results. 

Thank you,

Quicken Jared 

Frankx

Hi again @kellydj

With the CC-503 error, one potential fix is to reset the connection.  Before you try it, please make sure that you make a Backup of your Quicken datafile.

The first step is to deactivate the account in Quicken. Open the account register > click on the "Gear" icon in the upper right > select "Edit account details > click on the "Online Services" tab > click the "Deactivate" button > click "Yes".

Next, follow the same instructions as above, but after you on the "Online Services" tab > click on the "Set up Now..." button > then follow the prompts to add a new connection for the account.  If, during this process, you are asked to "link to an existing account" you should do that.

Let us know how this goes.

Frankx