Investment account not listed in Update

jmaurino

I have an investment account that no longer shows in the update list. If I choose the One Step Update dropdown, it does appear there, but will not allow me to enter a password for update,
It had worked for years and now it has dropped off. I did try resetting the account thru the Online Service window but it did not change anything.

Quicken Anja

Hello @jmaurino,

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

First, could you please provide the name of the financial institution?

Also, if you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "rediscover" all available accounts and see if this will help resolve it. Please, follow the instructions below in order to do so.

1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
5. When finished, close the Account List
6. Close, then re-open Quicken
7. Navigate to Tools > Add Account 
8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

Once that is done, see if the issue still continues to persist.

Let us know how it goes!

jmaurino

Thank you for the response. This worked and I now see the institution, Fidelity NetBenefits, listed in the update.

Quicken Anja

Thanks for the update! Glad to hear that worked for you. 🙂