Download and Sync accounts at Fidelity

john tatum
john tatum Quicken Windows Subscription Member ✭✭

Case number 10708628. I was able to get the bank accounts (USAA) to sync and got thru tax filing using Fidelity reports. But still cannot get past the "updating financial institution information" on one step update. I tried the cloud sync but that doesn't seem to do anything - tho it did think it sync'd. I'm on R54.16, build 27.1.54.16 Hoped this issue would have been solved.

Is there a status?

Best Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    We're other users and don't have access to your case file.

    You need to go back to support to get an update on your case.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • john tatum
    john tatum Quicken Windows Subscription Member ✭✭
    Answer ✓

    thanks, will go and give it a try.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    We're other users and don't have access to your case file.

    You need to go back to support to get an update on your case.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • john tatum
    john tatum Quicken Windows Subscription Member ✭✭
    Answer ✓

    thanks, will go and give it a try.

This discussion has been closed.