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

Question

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

JimB54 · Answer

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

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

Quicken Anja · Answer

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!