Fidelity Investments Transaction Downloads

Ron Clevenger

I have been a Quciken user for 20+ years.

I have multiple accounts, including with Fidelity Investments. I only just noticed that no transactions from Fidelity have downloaded since July 2022. Prior to then, there were multiple downloaded transactions, and I know there should have been multiple transactions from then to now. The other accounts are downloading normally.

When I go to Account List, the Fidelity account says Transaction Download is "Not Available".

What gives? Why are not transactions being downloaded?

NotACPA

Nothing is downloading from ANY (if more than 1) Fidelity account?

When you do TOOLS, Account List … what shows in the "Transaction Download" and "Financial Institution" columns across from the account(s).

If those columns aren't shown, they can be added via the OPTIONS button at the bottom of the dialog.

Chris_QPW

"Not Available" will show up on the Account List (under the "Transaction Download" column) if the financial institution name isn't correct.

gary22

I just received the following e-mail from Quicken:

We sincerely apologize for the inconvenience you have encountered withQuicken and Fidelity. We are currently addressing an ongoing issue withFidelity EWC, and our escalations team is diligently working to resolve it.Please follow this link for future instructions:

https://community.quicken.com/discussion/7952362/ongoing-7-24-24-fidelity-investments-retirement-accounts-fdp-101-cc-601




Boatnmaniac

https://community.quicken.com/discussion/comment/20448107#Comment_20448107

Fidelity Investments has 2 different financial institution setups for downloading into Quicken.

1. FIDELITY - INVESTMENTS AND RETIREMENT ACCOUNTS: This is a new connection setup since Dec 2023 and it uses the EWC+ connection method. It also supports only Simple Investing which has not account register and instead has a dashboard. It does not support Complete Investing which has account registers and not dashboards. This is the connection setup that the Alert you referenced applies to.
2. FIDELITY INVESTMENTS: This is the long-term historical setup connection. It uses the DC connection method. It supports both Complete and Simple Investing. This Alert does not apply to this setup connection.

Boatnmaniac

@Ron Clevenger - If you have account registers for your Fidelity Investment accounts then it means that you have been set up with Fidelity Investments and DC. If you are getting "Not Available" it means that something has disrupted your connection setup. I suggest you do the following:

1. Backup your data file before proceeding.
2. If you have only 1 Fidelity account, go to Account Register > upper right Gear icon > Edit Account Details > Online Services tab > Reset Account. You might be prompted to decide what to do with downloaded data. If so, be sure to select Link to… and then select the Fidelity account you already have listed in Quicken. This can often resolve this type of issue.
3. If it does not resolve the issue or if you have multiple Fidelity investment accounts: Select one account and go to Account Register > upper right Gear icon > Edit Account Details > Online Services tab > Deactivate.
4. Repeat step #3 for each of the other Fidelity investment accounts.
5. Go to Add Account > type in Fidelity Investments > Next > follow the prompts to set up the accounts for downloading > for each account that is downloaded, carefully Link to… the correct Fidelity accounts that are already listed in Quicken.

Let us know if this resolves the download issue for you. If it does not, there are perhaps a couple of other things that can be tried.

Kevin Fay

Haven't been able to download from Fidelity since 7/26/24. I did the standard reset account & deactivate/reactivate fixes that @Boatnmaniac suggested (it has worked for me many times in the past). Why is this such a recurring problem?

Boatnmaniac

https://community.quicken.com/discussion/comment/20448883#Comment_20448883

Which Fidelity download Financial Institution are you set up with? See above for more information about the options.

• Go to Account List….what is the Financial Institution that is listed there?
• Does it show the last download date there?
• In the Account Register, just below the Account Name listed at the top and on the left: Does it shows the connection method (Direct Connect or Express Web Connect+) and what does it show for the last download date?

ANA2

I have several Fidelity accounts, and all but one are still downloading transactions correctly (via Direct Connect). However, one account is now not downloading transactions (for the past week or so). When I tried to reset or deactivate that account, I got the following message: "Quicken can not edit Fidelity 1 because there are downloaded transactions that must first be accepted into the account register…." Oddly, the account register says "Downloaded Transactions (0)," but if I go to the Online Center - Fidelity Investments, sure enough, my Fidelity 1 account still lists 3 very old transactions that supposedly haven't been accepted. These alleged transactions are over a year old. Is there any way to delete these transactions from the Online Center?

Also, why do my (still functioning) other Fidelity accounts download transactions and then show a red flag, whereas my "Fidelity 1" account never did so, but rather displayed a blue dot after downloads? Can that help explain why Fidelity 1 is not downloading but the other accounts continue to download as usual?

Boatnmaniac

https://community.quicken.com/discussion/comment/20449221#Comment_20449221

Go to the Online Services tab of Account Details. In the box for Online Setup, does the blue font link say Automatic entry is: ON?

If so, turn it off. Then turn it back on.

Do the transactions in the Online Center now show up below the Account Register? If so, can you delete or add them there? (If you can, I think I would probably delete them because they are so old

If not, try running OSU or go to Account Register > upper right Gear icon > Update Transactions. Do those transaction now show up beneath the Account Register and can you delete or add them now?

ANA2

Thanks for the suggestions. I carefully tried them, but they didn’t succeed. The old transactions still only appear in the Online Center. Do you have any other recommendations?