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Fidelity Rewards (Elan Finanacial) Not Downloading to Quicken...Again

JubJub

Just wanted to share that my Fidelity Rewards account stopped downloading transactions to Quicken on 12/8. (Downloads on 12/7, nothing since.)

I just got off the phone with Quicken and they said they are aware of connection issues between them and it is being worked.

If anyone else has any updates or further info on this, please share.

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Boatnmaniac

@JubJub said -

I download for the Fidelity Rewards account through Fidelity - Investments & Retirement Accounts.

This financial institution has been very problematic since last June. At one time last summer Fidelity was telling customers to not use this connection and to use the Elan Financial Services connection, instead. Once Fidelity said to do that I think most card holders changed their connection to Elan because it has been working pretty well.

I still do have my Fidelity Rewards Visa card set up with Fidelity - Investments & Retirement Accounts in a test file because I want to track the reliability and connectivity status of it. From the end of June through early-Dec it sometimes worked and sometimes did not. The last successful download was on 12/9 (just 1 day after when you first observed this problem) and no amount of troubleshooting over the next few days fixed it so I stopped trying.

Today I tried to download from that Fidelity financial instution, again, and got a message saying that the account needed to be reauthorized. I did not click on the Reauthorize link that was provided. Instead, I went to the Online Services tab of Account Details and clicked on Reset Account there. That started the reauthorization process and after making sure that the download was correctly Linked to the account in Quicken, there were 9 new transactions imported and entered into the account register with no expected transactions missing. In addition the online balance was correct and matched the account balance so I was able to reconcile to the online balance. So, for me, at least for now, this Fidelity financial institution is working.

I don't have much confidence that Fidelity has permanently resolved all the connectivity and data download reliability issues with this financial institution…time will tell. Unless and until the Elan financial institution starts to become problematic I will continue to rely on Elan in my main data file.

If you continue to have connectivity and download issues with Fidelity - Investments & Retirement Accounts you might want to consider changing your download connect to Elan Financial Services. This will require you to set up an online account with Elan if you have not already done so. Before doing this you should enter and save the dollar amount of the Opening Balance transaction into the Memo field of that transaction.

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Quicken Anja

Hello @JubJub,

We appreciate you posting about this here in the Community.

By chance, were you given a ticket number for your interaction with Quicken Support that you can provide us with here, please?

Thank you!

Boatnmaniac

@JubJub - Since you referenced "Elan Financial" I am assuming that your download connection is with Elan Financial Services and not with Fidelity - Investments & Retirement Accounts. Let me know if I am mistaken about this.

Several days ago (I'm not sure which day that was) during OSU each of my EWC connected accounts (Elan Fidelity card, Citi Sears Mastercard, Kohl's store card) returned the CC-501 error code with a statement that there was an issue with the Quicken server and to try, again, later. Doing Update Now (on each of them), which will often resolve this type of issue, returned the same error code and message.

When the issue was not resolved by the next day I did Reset Account for each of these accounts. For Elan I needed to enter my online account PW but not for the other 2 cards. For all 3 cards I needed to Link the downloads to the correct accounts in Quicken. The issue has not returned since then.

This issue did not affect any of my EWC+ accounts.

Have you tried doing Reset Account? If not, you might want to do that. (EDIT: Before you try doing this, it is recommended that you enter and save the Opening Balance transactions dollar amount into the Memo field of that transaction. When I Reset my Elan account the Opening Balance dollar amount was changed and having the correct dollar amount previously entered/saved in the Memo field was very helpful in resolving that issue.)

If that doesn't resolve the issue for you: Are you getting an error code or error message? If so, what are they?

JubJub

@Quicken Anja -

I was not provided with a ticket number.

@Boatnmaniac - I download for the Fidelity Rewards account through Fidelity - Investments & Retirement Accounts.

I did try resetting the account and it had no effect. And when I spoke to support, after he confirmed that there was a known problem, he said that doing a reset would have no effect and just to wait a few days to see if it was resolved.

Thank you both for the replies and the suggestions. Much appreciated.

Quicken Anja

@JubJub

I have sent you a direct message, please navigate to the inbox in the top right-hand corner of the Community page and check your inbox.

Thank you!

Boatnmaniac

@JubJub said -

I download for the Fidelity Rewards account through Fidelity - Investments & Retirement Accounts.

Chris Seattle

Thank you, @Boatnmaniac . Switching from Elan Financial Services to 'Fidelity - Investment & Retirement Accounts' fixed the issue. Downloads are happening again.

'Elan Financial Services' had worked for me until the beginning of December 2024, then stopped asking to reauthorize, which produced a CC-501 error.

JubJub

@Boatnmaniac

Thank you for the follow-up. Even though I had already tried the tried to reset the account and it did not work, after reading your latest response I decided I'd try it again. and this time it worked. I had 51 transactions downloaded and I'm caught up now to 12/18. Hopefully they'll keep synching. I'll keep the Elan Financial option in my back pocket for future reference. Appreciate the assistance.

@JubJub