Cannot Download From Fidelity

TinyElvis

Staring around 9/12, I can no longer download transactions from Fidelity (only Fidelity - all other accounts download just fine). I've seen a few threads on this but couldn't find a definitive answer. Has anyone been able to resolve?

Boatnmaniac

I found another thread dated from Feb-May of this year about what sounds like the identical issue you are having:

https://community.quicken.com/discussion/7947701/fidelity-download-error-ol-220-a

Reading down through the thread there were some comments by people who offered suggestions about things that did work for them for a while but then the problem returned. But read the last 2 posts. It seems like the most promising solution but the thread was closed before sustained confirmation posts were made. It might be worth trying.

BTW, disregard the comments in there about files being "too big". That is rarely the cause of any issues in Quicken. My data file is about 200 MB and and I know others who have files in excess of 300 MB so Quicken can handle some pretty large data files.

But there were some other suggestions about running Validate & Repair, deactivating the account and then adding it again as a new account (do not link it to the current account and creating a copy of the file via File > Copy or Backup a File > Create a Copy or Template, not by making a Windows copy) that might be worth trying. These things can be especially helpful in resolving file corruption issues.

Boatnmaniac

Which Fidelity are you trying to download with? Fidelity Investments? Fidelity Net Benefits? Fidelity - Investments and Retirement Accounts? Or is there another one?

Also, are you getting an error code or message? If so, what is it?

FYI: I download using the Fidelity Investments setup connection 2-4 times a day (I have multiple data files) and it has been working well for me.

TinyElvis

Fidelity Investments, self-employed 401k.

The code is OL-220-A.

According to log:

20240923 18:45:04: Parse error. Current object: INV401KBAL Missing Tag: TAG UNKNOWN

Boatnmaniac

Have you done any trouble shooting to try an resolve the issue, such as Reset Account and/or Deactivate followed by Add Account or Set Up Now?

If you have not already done so, you might want to read the following Support Article:

https://www.quicken.com/support/error-message-ol-220-ol-221-ol-222-ol-223-ol-224-ol-225-or-ol-226-when-using-online-services/. .

TinyElvis

Reset, deactivated, etc. several times. It finds the accounts okay, but cannot download (as of 9/12).

Boatnmaniac

I found another thread dated from Feb-May of this year about what sounds like the identical issue you are having:

https://community.quicken.com/discussion/7947701/fidelity-download-error-ol-220-a

Reading down through the thread there were some comments by people who offered suggestions about things that did work for them for a while but then the problem returned. But read the last 2 posts. It seems like the most promising solution but the thread was closed before sustained confirmation posts were made. It might be worth trying.

BTW, disregard the comments in there about files being "too big". That is rarely the cause of any issues in Quicken. My data file is about 200 MB and and I know others who have files in excess of 300 MB so Quicken can handle some pretty large data files.

But there were some other suggestions about running Validate & Repair, deactivating the account and then adding it again as a new account (do not link it to the current account and creating a copy of the file via File > Copy or Backup a File > Create a Copy or Template, not by making a Windows copy) that might be worth trying. These things can be especially helpful in resolving file corruption issues.

TinyElvis

Well.. I completely deleted the accounts and re-added them. Of course, I had to go back and update my old transactions that were pointing to the old account. Thus far, this seems to be working. Not a great solution but I'm back on track.

My bank(s), Vanguard, etc. were never an issue - just Fidelity.

Boatnmaniac

I'm glad to hear that you have it working, again, but I'm curious why you did not do as I had suggested and either add it as a new account in your Quicken file or make a Quicken copy of your file and then set up the account connections, again? Heck, the Validate and Repair might have fixed the issue right off the bat without having to do anything else. You could have saved yourself a lot of time doing all that rework in your file.

Hope your fix is sustained. Best of wishes.

TinyElvis

"..and either add it as a new account in your Quicken file.."

That is what I did. After I re-established the link to Fidelity, I added the 2 accounts a new accounts instead of re-linking to the deactivated accounts. After doing this, I still had to go back and correct the transactions to reflect the new account. It was then that I deleted the old.

"..the Validate and Repair might have fixed the issue.."

I've had issues with it previously. I cannot remember the details, but I try to avoid it.

Boatnmaniac

Ah, OK. Thanks for the clarifications.

For future reference should you run into the same issue, again: Instead of correcting all the new accounts transactions, you can delete from the new accounts the transactions that overlap with the old accounts. Then you can move the transactions in the old accounts to the new accounts. Doing it this way the account category links will automatically get updated. It can save a lot of time to do it that way.

Thanks, again, for the clarifications.

TinyElvis

Well, the problem is back. Oy.