Trouble with Fidelity Transactions Downloading

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landerca
landerca Member

Transaction downloading of my Fidelity Investments Brokerage account and linked bank account (via Direct Connect) stopped working on or about March 8. I'm using Quicken for Windows. I don't get any error messages.

I see many posts about Problems with Fidelity downloads but it's not clear to me what I need to do to try and to fix this. Any help would be appreciated. Thanks

Answers

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @landerca,

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue.

    Before I can further assist you, I require some more information. What is your connection method with Fidelity? You can see the connection method by navigating to Tools > Account List. What exactly occurs when attempting to download transactions? Do you have other Fidelity accounts? If so, are they downloading correctly?

    I look forward to your response.

    -Quicken Jasmine

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