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Quicken Freezes when trying to switch Tracking Method from Simple to Complete

Lampatrick

I have updated my Fidelity account password. Then in Quicken, I deactivated my exsiting Fidelity accounts (Taxable investment account, Roth IRA, Rollover IRA account, etc), and then re-set up to download the transations. However, after that, Quicken switched all my Fidelity account from Tracking Method of Complete to Simple.

When I tried to swich the Tracking Method from Simple back to Complete in the General Tab of "Edit Account Detail", Quicken just freezes/hangs forever. The workaround is that I have to use windows Task Manager to end the Quicken process, and restarted Quicken.

Since I have several Fidelity accounts on Quicken that I needed to switch back from Simple to Complete, I had repeat the above steps each time for each Fidelity account on Quicken, and that is a PAIN.

Can Quicken fix this problem:

So that reactivating/setup download does not switch the account to Simple Tracking Method
So that when switching from Simple Tracking Method to Complete Tracking Method doesn' not freeze Quicken.

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download transactions

Comments

Quicken Jasmine

Hello @Patrick,

Which financial institution instance are you using (see screenshot below)? What is your connection method? You can see the connection method by navigating to Tools > Account List. Are you receiving any error codes or messages when attempting to download transactions?

Screen Shot 2024-02-11 at 11.36.36 AM.png

Let me know!

Lampatrick

Hi @Quicken Jasmine, I used Fidelity Investments. It shows Direct Connect. It didn't give me any error code at all. After deactivating/reactivating the connection, after my Fidelity Investments login password change, it simply changed the Tracking Method for each of my Fidelity Investments accounts to "Simple" from "Complete" without asking me or any warning message. I have already gone through the "painful" steps to convert each of my fidelity account's Tracking Method back to "Complete". I hope Quicken will fix this issue such that it won't happen again when I have to deactivate/reactivate my Fidelity Investments accounts connection in the future. Thanks. Patrick

Quicken Jasmine

Hello @Patrick,

Thank you for providing more information.

I am happy to hear that you were able to resolve the issue and move your accounts back to the Complete Tracking Method.

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