Download issues - Chase, Fidelity, Vanguard

gaperri
gaperri Quicken Windows Subscription Member ✭✭
edited October 2022 in Download, Add/Update Accounts (Windows)
I finally believe I have my Chase accounts downloading properly (although not happy with 3 months of transactions on my investment accounts downloaded that had to be deleted). Now I have Fidelity and Vanguard downloading issues. Is anyone else experiencing this? Just started this morning.

Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod
    Hello @gaperri, 

    Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue with your Fidelity and Vanguard account(s). 

    Before I can further assist you, I require some more information. What exactly are the issues that you are experiencing with Vanguard and Fidelity? Are you receiving any error codes or messages? 

    I am looking forward to hearing your response.

    -Quicken Jasmine

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  • gaperri
    gaperri Quicken Windows Subscription Member ✭✭
    The message I was getting was that transactions were downloaded to an account that had not been set up in Quicken. This happened a number of times this morning prior to my email. When I did the one step update just now, all accounts updated without a problem.

    The Chase upgrade has been a nightmare. I currently have an old auto loan that has been paid off but Quicken wants me to reauthorize. I do that but it does not show up on the list of accounts and then it asks to reauthorize next time I one step update. On the Chase Investments, it brought down 90 days of activity which was already in my account and so I am having to delete these transactions individually.

    Thanks for reaching out.
  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod
    edited September 2022
    Hello @gaperri, 

    Thank you for providing more information, I do understand how frustrating this can be. 

    We do currently have an active alert regarding Chase duplicating transactions after users perform the migration. You may follow this link to access that alert where you may bookmark the alert in order to remain up to date on any new information, ETAs, or resolutions that may occur. 

    I advise taking a peek at our Alerts Page where you will find known errors and issues that we have alerts for. 

    If you are experiencing issues with your Chase migration that you can not find on our Alerts Page, then I recommend reaching out to Quicken Support for further assistance. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00am PT to 5:00pm PT, Monday through Friday.

    Please do not hesitate to reach out with any further questions or concerns. 

    -Quicken Jasmine

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