mferris637 said: For several months when I update my fidelity account using One Step Update I receive and error which just states "An error has occurred" (there is no error code). My accounts still update properly so I just ignored it. Now, I have added a new Fidelity account and quicken will not pull in the new account. How can I resolve this?
If you have the chance, you could save a backup by going to File > Copy or Backup File... in the upper menu at the top of the screen and then create a 'test' data file by going to the same menu and selecting New Quicken File... Next, choose New Quicken File in the screen that follows, and then click OK. After this, choose a file location on your computer and then click Save. Choose Don't use mobile and web when prompted.
You may then add your Fidelity-associated accounts by navigating to the Add Account button in the Tools menu option in upper left-hand side of the screen, or in the more central, upper left-hand panel, denoted by the '+' symbol. Let us know if you see the same error message occurring in the test data file once this is attempted.
Let us know about your results, and we can provide further instructions about how to proceed.
mferris637 said: Everything loaded correctly when using the "test" data file. Is there any way to resolve the issue on my regular data file?
mferris637 said: I gave it a try. I'm still getting the same result. Fidelity updates all my current accounts, but will not bring in my new accounts. Also, when I get the "One Step Update Summary" it doesn't reflect Fidelity as one of the Financial Institutions Updated? I had chatted with the Quicken Help Desk a couple weeks ago when I had to add one account and they had me go into each of my fidelity accounts and edit them to Deactivate my Online Services and remove my Account Number and Customer ID. Once I did that to all my accounts they had me add a new account within quicken with Fidelity. When I did that everything came in (including the new account). I just had to reassociate all the accounts to my quicken accounts. I thought that was a permanent solution, but the next time I updated Fidelity the error was back.
mferris637 said: Yes, I'm still receiving the "Error has occurred" message. Thanks, Mike
If you are still noticing difficulties after you have attempted those recommendations, you may try the following:
mferris637 said: Another update: I noticed on my desktop that a new file was created called "Quicken Deluxe - Test". When I opened that it only contained my Fidelity accounts. (Fidelity was the only account I was updating when attempting to Validate and repair steps above). However, the test version did contain the new fidelity accounts. Not sure it that helps. I wish I could start just using the test version, but I would lose years work of data.
Same thing started here today. When I queue Acct Updates, only Fidelity shows “an error has occurred' while download's in-progress. Then, even though Setting is on to ”Show this window only when errors occur," no error screen shows after download completes. Likewise, no errors show on my One Step Update Summary. And no new transactions or security price updates come into Q. I'll try again tomorrow after Market activity starts. Using v 47.15, build 27.1.47.15.
Does anyone know what the current status is of this issue between Quicken and Fidelity? To summarize, when I do a One Step Update, I get an arror message for my Fidelity account that says, "An error has occurred." There is no error code - just those 4 words. Strangely, the accounts associated with my wife's Fidelity logon still download fine - it's only the accounts associated with my login that have the problem.
This is really frustrating on multiple levels - the error itself, the length of time this has gone on, and the lack of information provided by Quicken. Quicken is blaming Fidelity, saying they have no control over the data Fidelity sends, yet Fidelity has been able to work with me to show that the problem is a Quicken corruption or software problem. We as the customers are stuck in the middle of this blame game. Ultimately, the error only occurs within Quicken, so Quicken needs to step up, take ownership, and fix it. In fact, Fidelity at least spent signficant time with me creating a new file just to test, which syncs and downloads fine. That would be an acceptable solution if I was OK losing about 25 years worth of data, which I am not.
Hello All, Thank you for taking the time to visit the Community to report this issue, though we apologize that you are experiencing this. We have forwarded this issue to the proper channels to have this further investigated. In the meantime, we request that you please navigate to Help > Report a problem and submit a problem report with log files attached in order to contribute to the investigation. While you will not receive a response through this submission, these reports will help our teams further investigate the issue. The more problem reports we receive, the better. We apologize for any inconvenience! Thank you.
@mferris637
Quicken is unable to open the data file C:\users\mferr\onedrive\desktop\quicken.qdf
Quicken and OneDrive are fighting over the file lock. You should not keep your active data file in OneDrive or any other monitored and backed-up folder. It is fine to back up your data there, but the active file needs to be in a place where only Quicken will read and write it.
Hello @jammb1,
Thank you for submitting logs!
If you don’t mind, could you please provide a screenshot of the error message you described receiving? This will further assist us in our investigation. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments. Please remember to redact any personal information as needed.
I look forward to your response!
FWIW, my Fidelity download works fine, but just saw this EXACT issue with ETrade this morning. Misery loves company I guess.
