One Step Update Error but no error code in summary plus new account errors

When I do a One Step Update, in the Update Progress Window, I get "An Error Has Occurred" for Fidelity Net Investments and Vanguard. Everything else works. In Update Summary Window, there is no error message or code. This has been going on for several months now.

My wife and I, over the last week, have hired Fisher Investments as our Fiduciary and are now in the process of transferring our accounts from Vanguard to Fidelity Investments AND will be soon transferring her 401K from Fidelity Net Benefits to Fidelity Investments. I added and activated all of our accounts with Fidelity Investments yesterday. This morning my Fidelity account successfully updated but updates for both her Fidelity accounts and both of our Vanguard accounts are getting errors with no error codes.

I followed Quicken Anja’s advice and deactivated/reactivated all of our accounts but received a message “No Quicken Update allowed” for the current 401K account with Fidelity Net Benefits. I was able to successfully reconnect the Vanguard and Fidelity Investments accounts. However, I am still getting errors without explanation.

I also have Citi credit card accounts that are updating okay.

The Quicken version I have is Windows 10 Home; R47.15; Build 27.1.47.15

Thank you in advance!

Comments

  • EvanstonDave
    EvanstonDave Member ✭✭
    I get this exact same behavior (for Fidelity only, don't have Vanguard account). Any suggestions on what could resolve this issue?