Re-Authorizing Fidelity Accounts Creates Multiple Errors

Question

I recently received the notice in Quicken Premier (Windows) indicating that I needed to re-authorize my Fidelity accounts.  I've followed the procedure several times.  Each time, multiple errors are created by the re-authorization process.   PRIOR to running the re-authorization process, the balances on my four Fidelity accounts in Quicken match exactly the account balances on the Fidelity website.  However, AFTER the process has completed "successfully", erroneous transactions are included in each of the four accounts, and the balances in Quicken no longer match the ones on the Fidelity web site.   (The errors include the posting of duplicate transactions, and the addition of some old, closed positions to the list of holdings.)  When will Quicken (or Fidelity) be offering a re-authorization process that actually functions properly?  I've wasted way too much time on this.

Quicken Alyssa · Answer

Hello @TopShelf Investing,

Thank you for chiming in and sharing your experience — I know how frustrating it can be to deal with duplicate transactions.

You definitely took the right approach by reviewing and manually accepting transactions — that gave you control and helped avoid duplication in your account registers.

The good news is that this kind of duplication should not continue going forward. Once the reauthorization process is complete, future downloads should work correctly.

We really appreciate you taking the time to provide this feedback. If anything else seems off or you continue to see duplicates, don’t hesitate to reach out.

Thanks!

TopShelf Investing · Answer

I just migrated 9/22 and I also noticed I also received a host of duplicated transactions, ones I had already downloaded from the start of July through 9/14.  Not that this should be the case, but since I do not have my investment transaction registers automatically updating from the download (I review and accept each one) I was able to avoid the duplication of the transactions and only accept the correct ones.  Still this is pretty disappointing that in the reauthorization a correct accounting fo what one has already downloaded is not enforced.

Quicken Alyssa · Answer

Hello @rd431,

I'm sorry to hear you're running into so many issues while trying to reauthorize your Fidelity accounts — I know how frustrating that can be.

To help get this resolved, please reach out to Quicken Support directly. They’ll be able to gather the necessary details and escalate your case to our internal teams for further investigation.

We  appreciate your patience, and thank you for bringing this to our attention.

Thank you.