Fidelity Investments not downloading transactions


I am not getting any new transactions for my accounts with Fidelity Investments using the one step update. In the one step update summary I see that holding information has not been updated since 2/4/23 however I do not get any errors. In the account list my Fidelity accounts are marked yes for transaction download - direct connect. The last download say 6/6 (today) but I don't have any new transactions. I have tried to reset the account and also tried to deactivate/reactivate.

I do have an account with Fidelity Rewards Credit Card and a Fidelity NetBenefits account that are downloading their transactions successfully.


  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @aellenders,

    Thank you for reaching out to the Community and telling us about your issue, though I am sorry to hear 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 Connected Services. However, I do recommend that you first save a backup file prior to performing these steps.

    1. Navigate to Edit
    2. Preferences...
    3. Quicken ID & Cloud accounts
    4. Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
    5. Follow the prompts to Sign Out
    6. Sign back in using your Quicken ID (email) and password

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

    I hope this helps!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • aellenders
    aellenders Member

    Unfortunately that did not help. I tried twice and closed quicken in-between signing out and signing back in.

  • aellenders
    aellenders Member

    I figured out that it was one account causing the problem by slowing turning off sync for each account. I am still troubleshooting that one account but my others are now working properly.

This discussion has been closed.