Fidelity transactions not downloading for 1 account

Nickhull
Nickhull Member ✭✭
edited March 13 in Download, Add/Update Accounts (Windows)
I have several Fidelity accounts that I have had working properly in Quicken for years. Suddenly one of the accounts is not downloading new transactions. The others accounts are working fine and I haven't changed anything.

Comments

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @Nickhull,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

    Does the account in question present any error code(s) and/or message(s) that you could provide us with here, please?

    Thank you!
    -Quicken Anja
  • Nickhull
    Nickhull Member ✭✭
    No error code or message. The transactions just don't appear in quicken, but they are present in Fidelity
  • Nickhull
    Nickhull Member ✭✭
    @Quicken Anja - this is still failing. What can I do?
  • Quicken Jared
    Quicken Jared Alumni ✭✭✭✭
    Nickhull said:
    @Quicken Anja - this is still failing. What can I do?
    Hello @Nickhull,   

    We are sorry about this issue continuing. Thank you for continuing to inquire with us about this.

    What connection method are you currently making use of in order to add or link your accounts to online banking services? Please note that you can verify this anytime by going to Tools > Account List and then clicking on the Edit button in the row associated with the affected accounts. Next, go to the Online Services tab in the new window that appears afterward. The information we are looking for should be found under the Online Setup callout box. 

    Also, 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 problem occurring in the test data file once this is attempted. 

    Let us know about what you notice in the test file, if you get the chance to check back in with us about this.

    Thank you,


    Quicken Jared 
This discussion has been closed.

Categories