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Trouble downloading transactions from Fidelity

DRH3564

I am having a chronic issue with downloading transactions from Fidelity Investments accounts.

I continue to get the message "An error has occurred.", and no transactions are downloaded.

I have tried resetting the accounts, which never resolves the issue.

I have deactivated the accounts in Quicken, and set them back up. That will occasionally work, but they will ultimately fail within a few days, and I then again get the message "An error has occurred." and no transactions are downloaded.

I have checked with Fidelity, and they have repeatedly said it's a Quicken issue.

Several web searches have found comments that say this is a known issue to Quicken.

If anyone has a solution to this, I'd be very grateful.

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Accepted answers

Boatnmaniac

https://community.quicken.com/discussion/comment/20469322#Comment_20469322

I have 7 investment accounts (taxable brokerage, IRA, Roth IRA) with Fidelity Investments in 2 main data files and 2 test data files and I have generally not been experiencing any issues. I did have issues downloading late evening of 12/31 and on 1/1 but I figured that was probably caused by system maintenance at Fidelity. Weekends and holidays are the most common times when financial institution connectivity issues occur because then it does not impact normal business activities so much.

But getting that error message and no downloads occurring on a recurring basis makes me wonder if perhaps there might be some sort of corruption involved.

Have you tried to Validate & Repair and/or Super Validate? That can fix some data file issues as well as some software issues.

Also, at the top of the Account Register on the left side just below the Account Name, do you see the date & time of the last download? And what download connection method does it say there?

All comments

Boatnmaniac

With which "Fidelity" are connected? There are several and selecting the correct one can be critical.

Also, what types of accounts are you trying to download?

DRH3564

I am trying to connect to Fidelity Investments, and I am downloading all investment accounts.

Racerboy80

Same issue here.

craig

Same issue. At least Quicken in DEI. It also doesn't download from my Merrill Lynch accounts either. (I use both.)

Boatnmaniac

https://community.quicken.com/discussion/comment/20469452#Comment_20469452

I am not familiar with "Quicken in DEI." What does this mean?

Boatnmaniac

https://community.quicken.com/discussion/comment/20469322#Comment_20469322

But getting that error message and no downloads occurring on a recurring basis makes me wonder if perhaps there might be some sort of corruption involved.

Have you tried to Validate & Repair and/or Super Validate? That can fix some data file issues as well as some software issues.

Also, at the top of the Account Register on the left side just below the Account Name, do you see the date & time of the last download? And what download connection method does it say there?

DRH3564

Thanks for the info re the Super Validate option. I have tried the regular Validate option numerous times, but never knew about the Super Validate option. Unfortunately, that did not work. The Quicken data file contains 20+ years of data, with tons of active and non-active accounts. I can only assume that the Fidelity data is somehow corrupted. I created a new Quicken file with just the Fidelity accounts and they downloaded without issue on the first try. So, I'll simply have to live with two files: one for the Fidelity accounts, and one for all the others. Not ideal, but better than wiping everything, and starting over from scratch. Again, thanks for the info.

Racerboy80

Mine started working again today without any changes made on my side.

Boatnmaniac

https://community.quicken.com/discussion/comment/20469609#Comment_20469609

You might want to try another option that will hopefully resolve the Fidelity issue for you so you can keep it together in one data file with your other accounts.

File > Copy or Backup File > Create a Copy or Template (under Advanced Options) > Next > Accept the default proposed file name (ends with Cpy.QDF) or replace it with a unique name of your choosing > Save Copy.

This copied file will be a totally unique data file with a totally unique Cloud Account ID and runtime.dat file. This process can often resolve data file, Cloud Account and runtime.dat file issues because it is basically starting over from scratch….but with the benefit of all the historical data still being intact. What will have also happen during this copy process is that all of the download connections for all accounts will be broken so they will need to be set up, again. Start with your Fidelity accounts to see if the download works properly. If so, proceed to your other accounts and set up the download connections for them again.

One thing you might want to do before you start setting up new download connections for your Spending accounts (checking, savings, credit card, etc.) is to enter and save the Opening Balance transaction dollar amount into the Memo field. It's a proactive step that can greatly ease and assist in fixing an issue that sometimes happens when setting up a new connection for an account. Sometimes the Opening Balance transaction dollar amount will get changed. With the correct amount previously entered/saved into the Memo field it makes it really easy to identify when this issue has occur and to know how to fix it.

And it this process fails or causes other problems you can always go back to your original data file since it will not be changed by this process.

DRH3564

Thanks again for the suggestion. I tried the method of copying the existing file, but unfortunately I encountered the same error/problem.

So far, the only solution that has worked is creating a separate Quicken file for the Fidelity accounts. That has worked without issue. Not ideal, but at least I can still track my Fidelity accounts.

Thanks to all for the suggestions.

Boatnmaniac

https://community.quicken.com/discussion/comment/20469714#Comment_20469714

After you made the copied file, was it in the copied file that you were not able to set up the a good download connection for the Fidelity accounts?

I ask because you said that you only got it to work after creating a separate (new?) Quicken file. But that copied file is supposed to be the same as a new file, too, with the exception of data already being present in it.

If indeed you could not get the copied file to set up the download connections, then it could very well be that your data file (at least the Fidelity part of it) is corrupted.. In this case you might want to try merging the other accounts from your corrupt(?) file into your new file with the Fidelity accounts in it. To do this you would export the data from the one file using the QXF format and then import that QXF file into the new Quicken file. You can read up on this process at https://info.quicken.com/win/working-with-qxf-files.

It has been a while since I tried using this data merging process using the QXF file but when I did it worked quite well. If you try it and are successful you'll be able track all the accounts in a single file, again.

SpartyRB

I just finished my third or fourth chat w/ the Help Desk on this. The last agent informed me this is a known issue.

Quicken Rep: "Yes, we have observed the same. Many customers experiencing issues keeping their registers connected to Fidelity, it is not an isolated issue and it seems to be repetitive. This however does not come from Quicken.

Our engineers are currently working with theirs trying to find a solution to this.

I do apologize for any inconvenience. It is advised to update the register using downloaded compatibles files."

I did suggest to the Help Desk agent that it would be helpful if the Quicken Community Discussion agents actually responded to this, and/or the other similar threads, acknowledging this is a known issue they are working to resolve.

DRH3564

This is the first time I've ever heard Intuit/Quicken acknowledge it's an issue; I appreciate that they're troubleshooting it with Fidelity.

Thanks very much @SpartyRB for the great update!

Quicken Kristina

Hello @SpartyRB,

I'm sorry to hear you're encountering connectivity issues with Fidelity. So that we can better assist, please provide more information. Did you have the ticket numbers handy for your communications with Quicken Support? Are you seeing any error messages/codes when you try to connect/update your Fidelity account(s)? There are many financial institutions with Fidelity in their name. Could you please clarify which Fidelity connection you're encountering this issue with?

If needed, you can check which connection you are using by going to Tools>Account List, clicking the Edit button next to the problem account, then going to the Online Services tab. The connection you are using will show as the financial institution.

I look forward to your response!

A-Lo

I just started getting an error with Fidelity with no or downloads and no error code to reference. I tried to "reset" but I get another error that says Quicken cannot connect to Fidelity. I never had this issue. Known problem? Help please.

Quicken Kristina

Hello @A-Lo,

Thank you for sharing your experience! So that I can better assist you, would you please provide more information? Which Fidelity connection are you using? Are you connecting via Direct Connect, or Express Web Connect +? You can check which connection you are using by going to Tools>Account List, clicking the Edit button next to the problem account, then going to the Online Services tab. The connection you are using will show as the financial institution.

If possible, please also post a screenshot of the exact error you are seeing when you try to reset your Fidelity connection. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

I look forward to your response!

MarkTwain

I have also recently been unable to download my information from Fidelity on 2 different accounts. I followed the instructions to reset the account on Quicken but it did not correct the problem. It sounds like this is a known issue, so I am hoping that Quicken will come up with a fix soon.

Quicken Kristina

Hello @MarkTwain,

Thank you for letting us know you're encountering an issue! So that I can better assist you, would you please provide more information? Which Fidelity connection are you using? Are you connecting via Direct Connect, or Express Web Connect +? You can check which connection you are using by going to Tools>Account List, clicking the Edit button next to the problem account, then going to the Online Services tab. The connection you are using will show as the financial institution.

I look forward to your reply!

DRH3564

Hi, Kristina,
I appreciate your message; however, I've already walked through these steps with a Quicken associate. This is a known issue between Quicken and Fidelity with no ETA for resolution.

buffybear

Just got off the phone with Fidelity after spending hours on the phone with Quicken. After demanding escalation of the issue I was told that this is indeed a Fidelity issue and they are working on a fix that the intend to have in place Monday evening (2/3/25). He suggested I try the update Tuesday morning. Right now I do not plan on wasting any more time time on this, hopefully it will get resolved early next week.

NotACPA

https://community.quicken.com/discussion/comment/20474264#Comment_20474264

And that Fidelity issue is? Because I have 7 accounts at Fidelity Investments and all download, via Direct Connect, without problem.

bspinzig

I started getting the "An Error Occurred" message when downloading transaction from Fidelity retirement accounts. It is strange that my non-retirement accounts are working, and both types of accounts are working for my wife's login. I've tried resetting in Quicken, changing password at Fidelity and then reestablishing connection in Quicken, nothing seems to help. This problem started on Jan 31, and continues on Feb 1. The last successful download happened on Jan 27.

I'm running Quicken Classic Premier, Version R60.20, Build 27.1.60.20, Windows 11 Home. It looks like my membership just renewed on Dec 29, 2024.

Thomas Roche

https://community.quicken.com/discussion/comment/20474449#Comment_20474449

My last successful download was 1/27/2025 as well. I've tried all the mentioned suggestions to no avail. I'm hoping the issue is corrected by 2/3/2025 as was previously mentioned.

Quicken Kristina

Thank you for joining the discussion @bspinzig,

Thank you for letting us know you're also having issues connecting with Fidelity.

You mentioned that you're seeing "An error occurred" during One Step Update. Is there any error message/code showing on the One Step Update Summary screen? You should be able to see the most recent Summary screen by going to Tools>One Step Update Summary.

Thank you for joining the discussion @Thomas Roche,

Thank you for sharing your experience. When you attempt to connect/update your Fidelity account(s), what happens? Are you seeing any error messages/codes? If not, what behavior are you seeing?

I look forward to your replies!

Thomas Roche

@Quicken Kristina - I continue to receive error OL-293-A

JHVT

2/3/25 11:33AM EST still getting this error trying to connect to Fidelity

NotACPA

I did a One Step Update, on a single Fidelity Investments account, just now without error. 11:00am CST.

Quicken Kristina

Thank you for your reply @Thomas Roche,

https://community.quicken.com/discussion/comment/20474581#Comment_20474581

The OL-293-A error is a known issue, which has already been reported for further investigation and resolution. Though we do not currently have an ETA, you can bookmark the Community Alert (linked below) to get updates, when available, and know when the issue is resolved. If you do not see the bookmark icon at the upper right, please make sure you're logged into the Community.

https://community.quicken.com/discussion/7959741/new-1-31-25-ol-293-a-16503-error-when-connecting-fidelity-accounts

Thank you!

buffybear

RESOLVED, Quicken downloads from Fidelity working this morning as promised. Please retry your downloads. Thank you Fidelity!

Thomas Roche

https://community.quicken.com/discussion/comment/20474797#Comment_20474797

My Fidelity downloads were successful as well !