Fidelity Transactions Still Not Downloading

rbridges01
rbridges01 Quicken Windows Subscription Member ✭✭✭
edited September 19 in Download, Add/Update Accounts (Windows)

Day 6 of no transactions downloading.

Worked with Quicken support yesterday and they basically tried everything that I had already completed.

They created a ticket with required dumos.

ref number: 11957698

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Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @rbridges01,

    Thanks for sharing the details. I completely understand how frustrating it can be when Fidelity transactions aren’t downloading properly.

    Please try the following steps below and see if it resolves the issue:

    1. Create a backup of your Quicken file first.
    2. Deactivate all Fidelity accounts in Quicken.
    3. Revoke Quicken’s third-party access from your Fidelity account on their website.
    4. Reactivate the accounts in Quicken. When you’re redirected to the Fidelity site and then return to Quicken, make sure to select “LINK to existing” for any accounts that were already in your file.

    Let us know how it goes!

    -Quicken Anja
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  • rbridges01
    rbridges01 Quicken Windows Subscription Member ✭✭✭

    @Quicken Anja

    I'll try this. HOw do i revoke Quickens third party access on Fidelity?

  • Quicken Anja
    Quicken Anja Moderator mod
    https://community.quicken.com/discussion/comment/20511262#Comment_20511262

    @rbridges01 The process for revoking Quicken’s (or any third-party) access is handled directly through your bank’s website, and the steps can vary by financial institution. For Fidelity, you’ll need to log in to your Fidelity account online and look for a section related to security, connected apps, or third-party access. From there, you should be able to manage or revoke Quicken’s access.

    If you’re not able to find it, reaching out to Fidelity Support directly is the best way to get step-by-step guidance.

    Hope this helps!

    -Quicken Anja
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  • rbridges01
    rbridges01 Quicken Windows Subscription Member ✭✭✭

    @Quicken Anja

    Did most of my accounts yesterday evening was successful and getting the downloads. HOURS of correcting transactions that downloaded. Now, this morning (Sept. 25) nothing is downloading again.

    Now what?

  • Quicken Anja
    Quicken Anja Moderator mod

    @rbridges01 Thanks for following up!

    https://community.quicken.com/discussion/comment/20511547#Comment_20511547

    This is likely part of a broader issue that is currently occurring with One Step Update described in this thread here. We have already notified the proper channels to have this investigated and worked on as soon as possible.

    Thank you!

    -Quicken Anja
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  • rbridges01
    rbridges01 Quicken Windows Subscription Member ✭✭✭
    edited September 30

    @Quicken Anja

    Anja-

    Yet again, no Fidelity transactions downloaded this morning. After deactivating my 9 Fidelity accounts (per your trouble shooting instructions) last week, and spending 10+ hours correcting transactions that were downloaded after activating downloads - I'm at the same point again. Transactions downloaded last Thursday - Saturday. Nothing today. I even tried resetting one account and still got zero downloads.

    The solution CAN NOT be to deactivate and reactivate all my accounts again. I cant spend another 10+ hours trying to resolve a Quicken issue.

    I'm formally requesting escalation to leadership.

    Please advise

    [Merged Post]

  • dahdojp
    dahdojp Quicken Windows Subscription Member ✭✭✭

    Same issue as rbridges01, as my last successful download was on 09/26. Since then I see the txns on Fidelity site but are not downloading to QW Classic. Those txns are dated 09/29 and 09/30.

    Please advise ASAP, as I do not look forward in entering each txns manually.

  • dahdojp
    dahdojp Quicken Windows Subscription Member ✭✭✭

    Update: on how I was able to fix my d/l issue. From Quicken, I 'reset account' as one of my Fidelity accts wasn't linked ( somehow it dropped, but realize it was linked on 9/26), i relinked it. Then, all other Fidelity accts downloaded my txns. With monthend, I see few more pending Fidelity txns and hopefully tomorrow they will download without any issues.

  • Quicken Anja
    Quicken Anja Moderator mod
    https://community.quicken.com/discussion/comment/20512637#Comment_20512637

    Thanks for chiming in and providing an update! Glad to hear that your issue has been resolved.

    https://community.quicken.com/discussion/comment/20512596#Comment_20512596

    @rbridges01 I’m sorry to hear you’re still experiencing this issue after all the time and effort you’ve already put into trying to resolve it. I completely understand how frustrating it must be to keep running into the same problem and having to manually fix transactions.

    Since you’re requesting escalation to leadership, you will need to contact Quicken Support directly and request to speak with a supervisor. They’ll be the best resource to review this further and ensure your concerns are addressed at the right level.

    Thank you!

    -Quicken Anja
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  • rbridges01
    rbridges01 Quicken Windows Subscription Member ✭✭✭

    Day 5 and still no Fidelity downloads.

    @Quicken Anja @Quicken Kristina

    Any update on when a resolution will be provided? Your support center reported 4 days ago there was no ETA available. Extremely frustrating.

  • rbridges01
    rbridges01 Quicken Windows Subscription Member ✭✭✭

    Day 6 and still no Fidelity downloads.

    @Quicken Anja @Quicken Kristina

    Any update on when a resolution will be provided? Your support center reported 6 days ago there was no ETA available. Extremely frustrating.

  • rbridges01
    rbridges01 Quicken Windows Subscription Member ✭✭✭

    @Quicken Anja @Quicken Kristina

    Any update on the fix for customers who aren't having ANY Fidelity transactions downloading? I've performed all the troubleshooting suggestions (deactivate, revoke authorization, reactivate approve authorization) you've graciously suggested. Its now been more than a week and no Fidelity downloads. I'm not seeing any regular updates on progress to this community on this specific issue.

  • Quicken Anja
    Quicken Anja Moderator mod

    @rbridges01 I completely understand how frustrating this situation has been, and I appreciate your patience as this continues.

    At this point, the most effective next step is to work directly with Quicken Support and request escalation to a supervisor. They are the team that can review your ticket in detail, coordinate with the proper team if needed, and provide updates specific to your account situation.

    Thank you for understanding!

    -Quicken Anja
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  • rbridges01
    rbridges01 Quicken Windows Subscription Member ✭✭✭

    It's now over two weeks and no Fidelity transactions have downloaded since the cutover to EWC+. Spent 2 1/2 hours on the phone with support on October 7 and a ticket was issued to the support team. Checked back this morning and no update and to ETA.

    Just as an FYI —- I'm not the only user experiencing this issue. Very frustrating that I cant perform my month-end reporting and honestly, I don't have a high degree of confidence that'll it'll be resolved anytime soon.

  • bsprinzmetal
    bsprinzmetal Quicken Windows Subscription Member
    edited October 26

    [Removed - Speculation/No Soliciting]

  • leishirsute
    leishirsute Quicken Windows Subscription Member ✭✭✭✭
    https://community.quicken.com/discussion/comment/20514706#Comment_20514706

    A suggestion:

    Create a new test datafile. Add only Fidelity to the datafile and see if transactions download. It may provide a clue as to the problem being linked to the existing datafile or to your Fidelity login access.

    Deluxe R64.30, Windows 11 Pro

  • dmkahn
    dmkahn Member ✭✭✭
    edited November 6

    I'm also having issues with my fidelity HSA at fidelity.com which stopped downloading transactions on October 3. I've tried all the suggestions listed here and elsewhere and even though I can create a connection, authorize access and re-link the account, it just won't download any new transactions after October 3. I don't know what happened on October 3, but it was quite painful to manually enter all the transactions in that account since October 3. Is Quicken doing anything to fix this?

    Quicken classic for mac Premier, version 8.3..2 macOS 26.1

  • timeckel2005
    timeckel2005 Quicken Windows Subscription Member ✭✭

    I also am having the same issue with Fidelity account. I am able to link to the account successfully, but no transactions show up as downloaded. Have tried both resetting, as well as deactivating and reactivating with same result. Message on reactivation says "transactions from last 1624 days downloaded" but none actually show up in the downloaded transactions window. Last successful download was 10/3/25 and no transactions downloaded since then.

  • Woodsey
    Woodsey Quicken Windows Subscription Member

    I am having the same issues. Right now, some of my accounts are downloading, but my Cash Management and HSA accounts are not.

    I've unlinked and relinked all of my accounts several times. Each time I do it, I have to spend hours correcting various duplicate and incorrect entries.

    Fidelity/Quicken needs to provide a way to link each account individually, instead of having to do all of them at the same time. Right now, if one account is broken, we have to reset all accounts. That's a huge nuisance.

    Is anybody considering a change that will allow us to deal with accounts individually?

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