Fidelity Accounts Not Downloading Transactions (No Errors)

jwschmidt

We have 2 Fidelity Investments IRA accounts with separate logins. Since about mid-November 2023, no new transactions have been downloaded in Quicken (Windows, Classic), although the Fidelity web site lists several actions for each account that should have been downloaded. One step update (Direct Connect) does not indicate any errors. A reset of an account has no effect. Is this a known problem? Any suggestions?

Quicken Jasmine

Hello @jwschmidt,

This sounds like there could be an issue between the connection with Fidelity and Quicken.

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. It is recommended to save a backup before proceeding (just in case).

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!