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Fidelity 401K does not sync to mobile.

Daniel S

I've been struggling with my Fidelity 401K account not syncing with the mobile app for several years now. I've spoken with Quicken product management multiple times in the last year (they reached out because of a survey i completed) about the issue, but it has still not been resolved. I believe others have raised the same issue in the support community. I'm a 25+ year user of Quicken and this is my primary challenge with the product. I travel frequently and only have access to mobile. Please share if your experiencing the same issue or have any updates on resolution. Thanks.

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Chris_QPW

Does it refuse to sync at all, or are you talking about some of the data missing or wrong?

Note that Quicken Mobile only supports "simple investing mode" where only the security positions and cash balance is synced, not the transactions.

Daniel S

Hi Chris. It does not sync at all. When I access on the mobile app it says "Last Desktop Sync: 14 days ago" which is the last time I reset my cloud data. I'm not resetting my cloud data any more because it breaks my online access to other accounts. I'm fine with simple investing mode, however that's what doesn't appear to be working. I'm not res

Chris_QPW

Hmm, maybe someone else will be able to suggest something or you are going to have to contact Quicken support. I don't know much about it, and about I have ever seen on this is resetting the cloud data, or maybe logging out and back in.