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.

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?

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

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?

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.