Why am I getting this message when automatically converting to the new Fidelity connection method?

Bhopl
Bhopl Quicken Windows Subscription Member
edited November 2025 in Download, Add/Update Accounts (Windows)

When I receive the conversion screen for the transition to the new Fidelity Connection method, I click on the conversion button and get then the message, "We couldn't get information about Fidelity Investments. This account will be set up as a manual account. OK

Tagged:

Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Bhopl,

    Thank you for reaching out! To better understand what’s happening with the Fidelity conversion, could you please provide a screenshot of the message you’re seeing?

    If needed, you can also include a screenshot of the conversion screen before you click the button. Make sure to redact any personal information like account numbers.

    If you’re not sure how to attach a screenshot, you can review this Community FAQ for instructions, or you can simply drag and drop the images into your reply.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • JimB54
    JimB54 Quicken Windows Other Member ✭✭

    I am having a similar issue. Below is the PRT SC…

    image.png

    A manual account is NOT what we want. Thank you.

This discussion has been closed.

Categories