"This account has no holdings" for most investment accounts at Fidelity.

bill.nesheim
bill.nesheim Quicken Windows Subscription Member ✭✭
edited January 2023 in Errors and Troubleshooting (Quicken on the Web)
I am using Quicken Windows and track several investment accounts from Fidelity. However on Quicken Web and Mobile I see holdings for only *one* of several accounts. The others all show "no holdings". I have tried resetting cloud data repeatedly, and enabling and disabling web and mobile access for these misbehaving accounts but nothing seems to work - only one of the accounts show any holdings at all. Two accounts at Vanguard do show their holdings.

Answers

  • sjtideman
    sjtideman Member ✭✭✭
    edited December 2022
    I've had errors from Fidelity off and on for about six months. Sometimes I get "OL-362-A Your financial institution has downloaded data for an account that does not exist in your Quicken data file". But nothing has changed. When I try it a day or so later, it updates...

    I have no problems with any brokerage other than Fidelity.

    The weird thing is, if I close out of Quicken and reopen it, and try to Update Transitions in my Fidelity account before doing anything else, it generally works.
This discussion has been closed.

Categories