Fidelity transaction downloads stopped August 2022

marroqs
marroqs Member ✭
edited February 25 in Download, Add/Update Accounts (Windows)
A discussion about this was happening in the fall of 2022 so others experienced it too. There was a connection to the Chase Bank connection improvements in the summer. My holdings are completely messed up in Quicken, which I have tried to keep up-to-date manually. I have been with quicken for a couple of decades so don't want to abandon all MY work to take my business elsewhere.

Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @marroqs, 

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue. 

    Before I can further assist you, I require some more information. What is your connection method with Fidelity? You can see the connection method by navigating to Tools > Account List. Are you receiving any error codes or messages when attempting to download transactions from Fidelity? What exactly occurs? Are you experiencing issues with your Chase account(s) as well? What type of accounts do you have with Chase? If you are experiencing issues with Chase as well, would you mind providing the same information that I asked for regarding Fidelity?

    I look forward to your response. 
    -Quicken Jasmine
This discussion has been closed.

Categories