Continuing problems with latest update for connection to Fidelity

OTTBMom

I put in a post about a week ago, and it's been closed but I'm still having problems. So I'm opening a new one.

I still am having problems with connectivity, after having to re-connect to my Fidelity accounts. And now I suddenly have a problem with a totally different account — my Costco Citi Visa.

Let me start with Fidelity. I was unable to get the new connectivity to work properly, and when the latest patch for that came out, I applied it and then restored about a week hoping it would fix the problem. While I did stop getting dupes, I was not able to get one of my Fidelity IRA accounts to connect properly. Every day, I had to go through the reconnect process again in order to get it to download new transactions. In addition, two accounts I closed years ago continued showing up in Quicken, but now with the symbol indicating they needed to be fixed somehow.

As of today, I'm just plain not able to get that one Fidelity account to connect, nor am I able to connect to my Visa. The error msg on the Visa says an account was deleted, but nothing was deleted. When I go through the reconnect process, it returns with a notification of "do not connect" and it never does connect to my account.

My problem Fidelity account has the error symbol next to it, and I can't get it to connect, either.

I'm really hurting here. It's been a week that I've been working on this, and when it was just Fidelity, that was one thing, but now it's spread to my Visa. I don't want to try anything else on my own! So I'm hoping someone from Support can help.

Quicken Anja

Hello @OTTBMom,

I’m sorry to hear you’re still running into these connectivity issues with Fidelity and now your Costco Citi Visa — I can imagine how frustrating that must be after spending so much time troubleshooting on your own. Thank you for the detailed explanation, that really helps.

To better understand what’s happening, could you provide a bit more information?

• Where is your Quicken data file stored? Is it on your local hard drive (C: drive), or on a cloud-based/external drive (such as OneDrive, Dropbox, or a USB)?
• Have you already tried any troubleshooting steps for the current issues you're experiencing? If so, what specifically have you attempted so we don’t have you repeat steps unnecessarily?
• Are you using a VPN when updating your accounts? If yes, does disabling it make any difference?
• Do you have any antivirus or malware protection software running that could be interfering with Quicken? If so, have you tried temporarily disabling it to test?
• When did this issue first start occurring? Was it immediately after the Fidelity changes, or more recently?
• Were there any recent updates, new installations, or system changes before this began?

It would also be very helpful if you could share screenshots of the error messages and any symbols showing next to the affected accounts in your account list. Please make sure to redact or blur out any sensitive information first. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

With this information, we’ll be able to narrow things down and figure out the best next steps.

Thank you!

ZQkn

Discovered this issue today while trying to update my Fidelity accounts. I was directed, by the program, to reconnect with Fidelity. However, the reconnection caused downloading some old transactions that actually are duplicative. Up to a couple of dozen of them in one of the accounts while in the others are less but still old and duplicative.

A Quicken phone rep acknowledged the issue and stated that the fix is in the works and promised to send me email indicating where on Quicken site the progress of the fix can be monitored. The email never arrived.

Is anyone experiencing issue with the recent required reconnection with Fidelity?

Kim Knapp

Yes. When going through the process of telling Fidelity it is ok, when I get back to Quicken the result screen shows all my Fidelity set to "Don't download from Fidelity".

I have tried deactivating all the accounts, going to Fidelity to remove access in "Fidelity Access" and starting from scratch. One time I ended up with new accounts in Quicken for our two IRA accounts, but the old accounts were still there, doubling the amount we have in IRAs (wish it was true).

Spending way too much time trying to get a time-saving tool to work like it used to!!!

jsredi

Yes. This mimics the issues I am having. Quicken keeps having me go to Fidelity to reauthorize connection and linking account. In the end it errors out.

carter

I'm having the same issue. This has been happening for far too long. Come on guys, lets get it fixed!

RedCar09

Agree way too long.

olegdymovsky

Fidelity and Citibank transactions have not been downloading since late September. No end in sight.
Just finished speaking with Fidelity and Quicken. Both acknowledge the problem, and neither knows when a solution is coming (Quicken said that it would be coming end of October, which is a meaningless guess). Fidelity and Citibank blamed Quicken, while Quicken is blaming Fidelity and Citibank. Since Quicken has a problem with Fidelity and Citibank (and Bank of America), I would say that Quicken is a common root of the problem. How does it help to know that they need at least another two weeks to solve the issue? No idea, but not comforting to hear, and it puts a great question mark over the competency of people at Quicken.

PS Creating a new blank file and only adding Fidelity accounts to it as a test case does NOTHING when it comes to downloading transactions, but the new file shows corruption in each Fidelity account when attempting to validate, as soon as it interacts with Fidelity.

carter

22 days and counting

syoung00

I am still having the download problem with Fidelity. Is it true that this is still not fixed.

pablomiller

https://community.quicken.com/discussion/comment/20520170#Comment_20520170

Hello @syoung00, I had pretty smooth sailing with Fidelity downloads since I transitioned to EWC+ in maybe the 3rd week of September, other than a few manual transaction edits to deal with some core cash handling issues that they're still working on. However, just earlier this week downloads stopped working for me. After waiting a day to see if it might correct itself, I ended up needing to Deactivate / Reactivate all of my Fidelity accounts. Then after that process, somehow every connection to all of my various bank, credit card, non-Fidelity and Fidelity Accounts got the dreaded slashed circle symbol, so I ended up once again Deactivating and Reactivating every account, Fidelity and otherwise. That made everything work again, and of course then needed to identify and delete numerous duplicate transactions that came along with that and finally accept those that were truly new transactions. It's worked again now the past 2 days, including a OSU I just performed just prior to Midnight, Nov. 7 which picked up the transactions from today. It's been my experience that as long as the EWC+ connection is healthy, transactions from a given day are ready to downloaded at least by midnight of the same day.

Before proceeding with any of this, I strongly recommend making a Backup and also make sure you're on the latest available software to you. Good luck !

syoung00

Wow, having to Deactivate / Reactivate every account seems extreme and a lot of work to fix. I really do appreciate your detailed process but right now I view this as a last resort. I think I'll wait it out a little longer and see if Quicken does the right thing and gets this fixed. My other accounts are all working, so for now I will just manually update my Fidelity accounts and see if they get this fixed. BTW I did try the Reset function on all my fidelity accounts and nothing happened:(

pablomiller

https://community.quicken.com/discussion/comment/20520305#Comment_20520305

I am an inpatient type, and doing more trade volume than I would care to hand enter and then later match up. That would work for some of my lightly used accounts, but not all of them. Don't hold your breath too long :)

Bob@45

@syoung00 I did my reauth just last week.

In my primary Quicken file I have a rollover IRA, Roth IRA, HSA, and brokerage account. One reauth attempt relinked all four successfully, with no impact on any other account. HSA is not downloading transactions though the register says "last download" this morning. I have no activity in the brokerage account so I cannot confirm it working. IRAs seem to be OK, with a minor problem concerning dividends and one strange issue concerning share balance for an obsolete stock.

I then have my son's Quicken file, with his IRA in one account, and his wife's IRA in a second account. Both reauth'd OK, no impact on other accounts, and both (very inactive accounts) seem to be working OK with just the problem concerning dividends being visible.

OTTBMom

So sorry to have dropped the ball on this discussion.

I finally had such a problem with updates that I contacted Support by phone. They ran a file verification, and it showed that I'd gotten to the point where my Quicken data file was seriously compromised. I ended up having to purchase a Data Protection Plan to get it fixed.

The expense was the bad news, but the good news is that the problem is finally fixed, I can connect to my Fidelity accounts and download transactions, and I'm now happy.

Also, I have a somewhat dedicated support team that can handle any future issues I may have.