Quicken stopped downloading Fidelity transactions after Chase accounts update

Talal

After Chase update, which has not worked for me yet despite authorizing more than 8 times, Quicken stopped downloading transactions from Fidelity. I have few Fidelity accounts. Resetting the Fidelity accounts did not help. Anyone else had the same problem? Any solutions?

Talal

I found the problem and was able to correct it. Apparently while trying to reauthorize Chase accounts, Quicken switched the listed financial institution of my Fidelty account to Chase. After switching it back to Fidelity from "Edit Account" things worked. But I still cannot link my Chase credit card to Chase despite reauthorizing about 9 times. There is no option to link to existing credit card account. The only option: Do not link, then I get asked again to reauthorize. Never ending story.

Misterbill

I also have this problem. A few of my Fidelity accounts changed to Chase, but even the ones that never switched also don't have transactions. So I'm not sure that it's really related to the Chase issue.

For Chase, disable online access for all of your Chase accounts, and the Fidelity accounts that mistakenly got linked to Chase, and including new accounts that Quicken may have created during the first attempt to link accounts. Then set up online access for one account, and hopefully the others will work.

drallop3

Same problem. No trans since 9/3, download center agrees. After deactivate / reactivate download center still shows 9/3 but Account List activity shows 9/9 reflecting reactivation. Something broken here and it wasn't me. Hey tech come up with something.

Misterbill

I just checked, and Personal Capital was able to download transactions, so I suspect it is a Quicken problem, not Fidelity.

MBK

I have what I think is the same issues except that my downloads stopped about 8/26. See my posts as https://community.quicken.com/discussion/7919006/fidelity-transactions-not-downloading

winecracker

Have same issue. Can go through update process and get the "complete" notification, but no transactions are being downloaded from Fidelity Investment accounts - since about 8/26. PLEASE, QUICKEN will you address and post an alert or a response to your customers?? This has been going on now about two weeks!!!

Misterbill

MBK said:

I have what I think is the same issues except that my downloads stopped about 8/26. See my posts as https://community.quicken.com/discussion/7919006/fidelity-transactions-not-downloading

Thanks for pointing to that thread. There is a Quicken employee participating in that thread, so we should continue the discussion there.

Misterbill

MBK said:

I have what I think is the same issues except that my downloads stopped about 8/26. See my posts as https://community.quicken.com/discussion/7919006/fidelity-transactions-not-downloading

Thanks for pointing to that thread. There is a Quicken employee participating in that thread, so we should continue discussion there instead of here.

parnelltk

I just encountered this problem on Sep.28,2022 with all of my Fidelity accounts. They report as updated but there are no new transactions downloaded. Has anyone found a resolution or a response from Quicken? Mine is on Windows and Quicken Home & Business.

Mellis373

I have the same problem. Auto update indicated connection to Fidelity but no transactions or balances downloaded. If I go to an individual Fidelity account and select update transactions it updates all my Fidelity accounts.
Still having a problem with one of my Case accounts ... Chase says it is authorized, Quicken says it needs to be authorized.

BOB139

I am also encountering this issue with Fidelity. It's disappointing it's been going on for over a month and still not an officially acknowledged issue on Quicken side.