Fidelity VISA new transactions not downloading anymore

Yoster68

Quicken as stopped downloading new transactions as of Dec 28th on the Fidelity VISA account, all other accounts seem to download just fine.
I've already tried resetting the account but it still does not download any new transactaions.

Any idea on what I can try next to get this working again?

Boatnmaniac

Which financial institution were you downloading from? Fidelity Rewards Visa Credit Card?

If so, that connection setup was deleted. You should have received an email last month saying that you would need to reauthorize your account for a new connection method. Also your Quicken installation should have prompted you last month to update your connection to the new connection method. You did not get the notifications and were not prompted to update to the new connection method?

The issue, however, is that the new EWC+ connection method for Fidelity Visa is not working (at least it is not for me and others who are posting about it).

What you might want to do is go to the Elan Financial Services (the card issuer) website and set up an online account there for your Fidelity card.

When that is completed, do the following:

1. Enter and save the Opening Balance transaction dollar amount into the Memo field of that transaction.
2. Back up your data file before proceeding.
3. Go to Account Register > upper right Gear icon > Online Services tab > Deactivate > General tab > delete all Financial Institution Information (everything above the Contact Name field > Online Services tab > Set up Now > type in and select Elan Financial Services > Next > follow the prompts to complete the setup process.
4. When prompted by Quicken, make sure to Link the download to your existing account in Quicken.
5. If your account is out of balance, check the Opening Balance transaction. If the dollar amount is not the same as what you previously entered into the Memo field, correct it to match what you had entered into the Memo field.
6. If your account register is still out of balance: Scroll back from today's date looking for duplicate transactions. If you find any you will need to decide to keep one and delete the other. You might need to scroll back as far as 90 days or so to make sure you have captured and deleted any and all duplicates that might have been entered into the register.
7. If your account is still out of balance, search the account register for a 2nd Opening Balance transaction that does not have the dollar amount in the Memo field. If you find one, delete it.

One last comment: Sometimes when Elan is first set up for OSU the Online Balance might have dropped the cents. If you see this, run OSU the next day and this issue should self resolve.

I've been using Elan for downloading my Fidelity Rewards Visa card for at least the last 2 yrs and it has generally been pretty reliable. There are quite a few others in Community who have posted the same thing.

Any questions?

Boatnmaniac

Which financial institution were you downloading from? Fidelity Rewards Visa Credit Card?

If so, that connection setup was deleted. You should have received an email last month saying that you would need to reauthorize your account for a new connection method. Also your Quicken installation should have prompted you last month to update your connection to the new connection method. You did not get the notifications and were not prompted to update to the new connection method?

The issue, however, is that the new EWC+ connection method for Fidelity Visa is not working (at least it is not for me and others who are posting about it).

What you might want to do is go to the Elan Financial Services (the card issuer) website and set up an online account there for your Fidelity card.

When that is completed, do the following:

1. Enter and save the Opening Balance transaction dollar amount into the Memo field of that transaction.
2. Back up your data file before proceeding.
3. Go to Account Register > upper right Gear icon > Online Services tab > Deactivate > General tab > delete all Financial Institution Information (everything above the Contact Name field > Online Services tab > Set up Now > type in and select Elan Financial Services > Next > follow the prompts to complete the setup process.
4. When prompted by Quicken, make sure to Link the download to your existing account in Quicken.
5. If your account is out of balance, check the Opening Balance transaction. If the dollar amount is not the same as what you previously entered into the Memo field, correct it to match what you had entered into the Memo field.
6. If your account register is still out of balance: Scroll back from today's date looking for duplicate transactions. If you find any you will need to decide to keep one and delete the other. You might need to scroll back as far as 90 days or so to make sure you have captured and deleted any and all duplicates that might have been entered into the register.
7. If your account is still out of balance, search the account register for a 2nd Opening Balance transaction that does not have the dollar amount in the Memo field. If you find one, delete it.

One last comment: Sometimes when Elan is first set up for OSU the Online Balance might have dropped the cents. If you see this, run OSU the next day and this issue should self resolve.

I've been using Elan for downloading my Fidelity Rewards Visa card for at least the last 2 yrs and it has generally been pretty reliable. There are quite a few others in Community who have posted the same thing.

Any questions?

Yoster68

Thanks that worked. I did upgrade to the new connection method but it has been hit or miss lately with the connection for this.