Fidelity (non retirement) download does not work

Umesh Patel

Hi,

For last week or so fidelity account does not download transaction. I have tried reseting, deactvating and activating but id does not work. Fidelity netbenfits works though. Any know issue that is going to be fixed?

Thanks

PS: I am not a newbie, using for 25 years. Just saying becuase i tried everything.

NotACPA

I have 6 accounts with Fidelity Investments, both taxable and retirement … and I've had no problems downloading from them.

SO, a bit more info is needed. When you do TOOLS, Account List …. what shows in the "Financial Institution' column across from your accounts? Fidelity has multiple names in Q … and they act differently.

Also, on the same dialog, what shows in the "Transaction Download" column?

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

If you click EDIT adjacent to any of these accounts, what shows as the "Tracking Method"?

Umesh Patel

Thanks for response.

1. Transaction download : Direct connect
2. Tracking method: complete : position and transactions

I have tried restoring from a month old backup, and it works there. But there are many transactions I entered manually for another accounts, which is time-consuming. So this method does not work.

I have done full file repair using ctrl shift method, deactivate, signout, sign in again in quicken still same issue.

Quicken support has no other option to restore from the previous file, or add fidelity account totally as a new account. Both not good for me.

Thanks

NotACPA

Which Fidelity name?

Umesh Patel

Fidelity Investment

NotACPA

Well, that's the FI name that I'm using also, and as I said I'm not having any issues.

SO, this appears to be specific to your Q data file. Sorry about that, but Supports suggestions seem to be your only options.