Fidelity Annuity
Fidelity Annuity stopped updating since 8/27/2023. All other Fidelity accounts are updating correctly. There was a Quicken update completed about the same time
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Hello @Mark0315,
Thank you for reaching out to the Quicken Community, though I 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 Annuity? You can see the connection method by navigating to Settings > Downloads > Connection Type. Are you receiving any error codes or messages when attempting to download transactions?
I look forward to your response.
-Quicken Jasmine
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The connection type is Quicken Connect.. There are no error messages. Just shows $0 balance
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I am having the same problem
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Connection type QUICKEN CONNECT
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Hello @Mark0315 and @Eugene E Sale,
Thank you for providing more information and for joining this thread.
First, I suggest deactivating the Fidelity account(s). However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.
- Go to the Accounts menu and choose Hide and Show Accounts
- Uncheck any accounts with this specific financial institution that are checked as hidden in Lists
After that, please follow the troubleshooting instructions below.
- Open the account register and navigate to the Settings gear on the bottom-right corner
- Click on the Downloads tab
- Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
- Navigate to Accounts > Add Account...
- Use the search field at the top of the list to find and select your financial institution, making sure to choose Direct Connect, and click Continue
- Follow the prompts to sign in using your login credentials associated with the financial institution
- If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken
Let us know how it goes!
-Quicken Jasmine
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I followed your instructions (disconnected all Fidelity Accounts), the annuity account does not show up when I connect the accounts. I use Fidelity Investments Mac for the financial institution. I used Fidelity 401K for my 401K and the annuity shows up. I connected the annuity account, but shows a zero balance. QUICKEN CONNECT is the connection type for Fidelity 401K..
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Hello @Eugene E Sale,
Thank you for providing more information and for attempting those troubleshooting steps.
Users may see an inaccurate, grayed-out running balance, or the balance column is blank. You may follow this link to access a Support Article that provides some more information and troubleshooting steps in regard to an incorrect or missing balance. It is recommended to save a backup before proceeding (just in case).
I hope this helps!
-Quicken Jasmine
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Not helpful, account does not reflect any holdings/investments or the balance balance.. It did before changes to quicken (release update). I deleted the Annuity account and added back as new, still no working
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I am continuing to have the same problem also. I have tried all the steps outlined.
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The new version of Quicken has not solved the problem
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I have both versions of Quicken WIN and MAC and the Fidelity accounts have not updated since July for the NetBenefits 401k transactions. I have followed the fix from the mod on both versions but the NetBenefits is still not downloading transactions.
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Just updated to new version of Quicken Classic (7.3.1). Upload still does not complete.
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Updated quicken Version 7.3.1 (Build 703.50428.100), issue with annuity not resolved and now my 401K balance went to zero.
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Updated to version Version 7.3.2 (Build 703.50456.100), re-added annuity, no balance. Is this being worked on as a problem or do I need to open an issue with quicken?
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