One of my investment accounts will not update

goughf

One of my Fidelity accounts stopped updating sometime after July 5, 2023. i have validated the Quicken file, deactivated and re-activated the account and done a reset.

Does anyone have an idea what I should try next?

Quicken Jasmine

Hello @goughf,

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. When did you first notice this issue? After a recent update? If so, which update? Do you receive any error codes or messages?

I look forward to your response.

goughf

Hello Jasmine! The connection method is Direct Connect. My last good download was July 5. I noticed after a July 24 stock sale the account did not download. Our other Fidelity accounts work fine. In an effort to try to fix this I deactivated the download for this account. When I tried to activate it again, Quicken would not allow it - "Do not add" with no opportunity to do anything else.

Quicken Jasmine

Hello @goughf,

Thank you for providing more information.

If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" 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!

goughf

Hello Jasmine!

Unfortunately, this did not work. On the "link" page there were no options for the account in question, only "Don't Add This Account"

I also took the additional step of changing my password on Fidelity for this account.

Still did not work.

goughf

Hello Jasmine! ** Update **

It worked! Your method worked with one additional step - I had to remove the displayed in the Financial Institution, and Account/Routing Number fields in the connected checking account!!

Thanks for your help!

Quicken Jasmine

Hello @goughf,

Thank you for coming back to update us.

I am happy to hear that we were able to reach a resolution!

Please do not hesitate to reach out with any further questions or concerns.