CLOSED 6/19/24 Fidelity Accounts Authorization Includes Investment Accounts

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Users that run through the Authorization flow for Fidelity will see ALL Fidelity accounts displayed when authorizing the accounts on the Fidelity Website, even investment accounts. Once the the accounts are authorized and the webpage redirects back to Quicken, the investment accounts will not be present in the Add/Link screen. However, this should not impact functionality because users can keep the investment accounts connected via Direct Connect.

This is a known issue and has been escalated internally, though we do not have an ETA at this time.

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Thank you!
(Ticket #10665150)

-Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod
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    UPDATE 12/20/23

    We do not have an ETA at this time for a resolution for this issue, though our teams continue to work towards a solution. We apologize for any inconvenience and thank you for your patience. 

    Thank you!

    -Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod
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    ONGOING 12/27/23 

    This issue remains ongoing and our teams continue to work toward a solution. No ETA or further details are available at this time, and this Alert will be updated once more information, updates, etc become available.

    We apologize for any inconvenience and appreciate your patience.

    Thank you!

    -Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod
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    CLOSED 6/19/24

    This alert has been closed due to low activity. However, this issue is still ongoing and is still being investigated.

    Thank you!

    -Quicken Anja
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