Fidelity Investments not downloading transactions

Question

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.

aellenders · Answer

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.

aellenders · Answer

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

Quicken Anja · Answer

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.

* Navigate to Edit
* Preferences...
* Quicken ID & Cloud accounts
* Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
* Follow the prompts to Sign Out
* 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!