Fidelity not downloading

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System
System Member admin
This discussion was created from comments split from: Fidelity NetBenefits.

Comments

  • Nhersman
    Nhersman Member
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    According to ticket #: #9851609 there was an issue solved with connecting to Fidelity. However, I am unable to do so, as well at this time.

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @Nhersman,

    Thank you for reaching out to the Quicken Community with this issue.

    If you are still experiencing an issue after the alert has been marked resolved then we recommend reaching out to Quicken Support directly as an escalation may be in order.

    The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

    I apologize that we could not be of more assistance.

    -Quicken Jasmine

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  • Bnaz
    Bnaz Member
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    I just don't understand why this fix is taking so long. To be clear, I have several accounts with Fidelity and specifically only my current employer 401K does not download. During the set-up I can see the correct balance but once the account is added the balance shows $0!

  • Quicken Kristina
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    Hello @Bnaz,

    Thank you for reaching out to the Community and telling us about this issue.  I'm sorry to hear you're running into this problem. One thing that can cause what you are describing is if you are connecting via Quicken Connect instead of via Direct Connect. You can check how the account is connected by clicking on it in your account list (on the left side of the screen by default), then going to Accounts>Settings. Once you are in the account settings window, click on the Downloads tab. That will show you the Financial Institution you are connected to and the connection type.

    What information are you seeing there for that account?

    Thank you.

    Quicken Kristina

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  • Bnaz
    Bnaz Member
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    Mine shows Quicken Connect and the Direct Connect is grayed out and therefore is not an option. I have tried several different ways to see if I can secure the Direct Connect but was not successful.

  • Jon
    Jon SuperUser, Mac Beta Beta
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    @Bnaz Have you tried connecting to "Fidelity NetBenefits"? That supports direct connect. (Note the capitalization, you don't want Fidelity Netbenefits" with a lowercase b.)

  • Bnaz
    Bnaz Member
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    Fidelity NetBenefits worked. Thank you!

This discussion has been closed.