Transaction downloads from Fidelity not working
At the end of last year I noticed that 2 of my 3 accounts had not downloaded transaction since the end of November. I deactivated and reactivated my online Direct Connect which did nothing. I had to manually enter the transactions. Since then downloads have been sporadic if at all. I worked with a Quicken agent who had my "reset" my login ID as well as deactive/reactivate my accounts. The agent then had me create a test file with just my Fidelity accounts (add account). The download brought down all transactions except for the ones on 2/25/25. At this time the agent said it was a Fidelity issue and sent me to them. Fidelity asked me to reactivate my accounts and when it didn't work again said that was all they could do. I have since reset my ID again and actually got 2 of the 3 accounts to download through the end of February. I cannot get the 3rd account to do such. This is inconsistent and sporadic at best.
Fidelity posted 3 new transactions on one of my accounts today. They still will not download to Quicken Deluxe (Subscription) Version R61.21 Build 27.1.61.21. Windows 11.
This is frustrating since neither side will take responsibility to work with the other.
Comments
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Hello @brooksrs@,
We appreciate you taking the time to let us know about this issue!
When you deactivated and reactivated the accounts, did you do so via Set Up Now in the Online Services tab, or through the Add Account flow?
I suggest trying the latter if you haven’t yet. To reactivate through Add Account, navigate to Tools > Add Account..., search for your Financial Institution name, and follow the prompts to connect.
Once your account(s) have been found, be sure to link them to the existing account(s) and see if following this path to reactivate resolves the issue.
Let us know how it goes!
-Quicken Anja
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The agent that worked my issue had me do it through the Add Account so I've done both ways but I'll try it again and report back.
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Forgot to mention that the agent also had me create a new file with just my Fidelity accounts in it and it downloaded all the transactions except for the ones that hadn't previously downloaded at which point I was instructed to contact Fidelity myself. Fidelity just had me deactivate/reactivate the online downloads and stated they couldn't help me.
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I reactivated my Fidelity accounts via the Add Account flow and it still doesn't download the most recent transactions.
Any other suggestions
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Thank you for following up! Before we move forward with further troubleshooting, could you please provide the following details so we can further investigate:
- Where is your Quicken data file stored? Is it on your local hard drive (C: Drive) or a cloud-based/external drive (e.g.: OneDrive, DropBox, USB, etc.)?
- Are you using a VPN while updating your accounts? If so, does disabling it make any difference?
- Do you have any antivirus or malware protection software running that may be interfering with Quicken? If so, have you tried temporarily disabling it to see if the issue persists?
Additionally, please submit a Problem Report so that we may review your log files. To do so, please navigate to Help > Report a Problem.
Thank you!
-Quicken Anja
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Last night after midnight I did another transaction download, and I the 3 transactions I wanted downloaded. I did nothing extra after I did the Add Account so I'm not sure what transpired after midnight. There won't be anymore transaction until the end of the month.
If you still want me to answer the above questions and report a problem, let me know and I will. Otherwise, I will wait and see what happens at the end of the month.
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@brooksrs@ Thanks for the update! Glad to hear that the transactions were downloaded.
You can disregard the previous questions that I asked for now. Should the issue return then feel free to reach back out and follow up with those answers.
Thank you!
-Quicken Anja
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Thanks, let's leave this thread open until the end of the month after I get new transactions.
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Absolutely, no problem!
-Quicken Anja
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