No downloads from Fidelity, Ameriprise

Paul3

It seems like 6.12.3 broke my downloads for Fidelity Brokerage and Ameriprise accounts. Connections don't show any errors and the Connection Status window will show some transaction updates, but nothing changes in the account registers. Account details show “Download transactions starting” with dates of 2/27/23 or thereabouts.

Accounts are configured to use “Direct Connect” in all instances. I don't see anything obvious in the Logs like HTTP error codes.

Quicken Anja

Hello @Paul3,

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

If you haven't already, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connect Services. However, I do recommend that you first save a backup file prior to performing these steps.

1. Navigate to the Quicken dropdown menu
2. Sign Out...
3. Sign back in using your Quicken ID (email) and password 
4. Follow the prompts to be taken back to your data file after signing in

Once that is done, see if the issue still persists.

Let us know how it goes!

Paul3

I tried that but no change — the same accounts show transactions have downloaded but nothing shows up.

Paul3

I ended up running through the “Change Account” process in settings for each account and things resolved, I got all the missing transactions downloaded.

Unclear why Quicken did not issue an error or warning of any sort, but happy to have this resolved.

Doug O

What is the change account process? I just conneted ameriprise 8 accounts connected but I get no transaction data?

Paul3

Just right-click on the account, select Account Settings, the click the Downloads tab, the click Change Connection and go back through the setup process.

I am finding my download problems have returned. If I do a Change Connection and just accept all the already configured accounts, I get more data. Just doing an Update of all accounts pretends there is activity, but doesn't load any transactions into my Fidelity or Ameriprise accounts.

@Quicken Anja, any other ideas?

Quicken Anja

@Paul3 Thank you for following up again, though I am sorry to hear that the issues have returned.

If you haven't already, I suggest deactivating the account(s) experiencing this issue, removing the saved login credentials from the Keychain Access app, and then reactivating the accounts. However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.

1. Go to the Accounts menu and choose Hide and Show Accounts
2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists

After that, please follow the troubleshooting instructions below.

1. Open the account register and navigate to the Settings gear on the bottom-right corner
2. Click on the Downloads tab
3. Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
4. Quit Quicken
5. Open Finder and navigate to Applications > Utilities > Keychain Access app
6. On the left panel in the Keychain Access app, select Login and select Passwords at the top
7. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
8. Quit the Keychain Access app and reopen Quicken
9. Navigate to Accounts > Add Account...
10. Use the search field at the top of the list to find and select your financial institution and click Continue
11. Follow the prompts to sign in using your login credentials associated with the financial institution
12. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken

I hope this helps!

Paul3

Thanks Anja, I ran through this for 18 accounts, across two providers, they updated (as they have before when using "Change Connection"), I will see how things work over the next several days and if the full re-do sticks.

Paul3

Definitely still NOT working correctly. No errors, just no transactions on any update. If I got into one account from each provider and do a Change Account in settings and then re-enter my password and confirm the account mapping, I get all the transactions since the last successful download.

Anything else I can look at in logs to see what's going on?