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Need a better description of "Action Required" for Fidelity Accounts

Greg Perkins

I’m running Quicken Classic Premier Version R53.32 Build 27.1.53.32. I’m getting an error on OSU for my Fidelity Investment Accounts. I received an email telling me I can fix the Fidelity connection in two minutes by updating my Fidelity accounts in Quicken. The instructions say I’ll be asked to reauthorize the accounts. I’m not getting a reauthorization request. I'm getting an error with no details. The FAQ link in the email appears to be for a web version not the classic desktop version. All four of my investment accounts are using the “Direct Connect” Connection Method. Can I just do a “Reset Account” for each? Do I need to deactivate and then activate each of these accounts? My biggest fear of this second option is I’ll download 6 months of transactions and spend a full day deleting. I guess I could make a full backup copy and then do a trial/error and restore if it screws up things. I prefer to have Quicken spell out in more detail what we’re supposed to do!

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Accepted answers

Greg Perkins

Thanks NotACPA! I just downloaded and installed the latest release. I'm now being asked to Reauthorize my Fidelity accounts. I think this gets me over my short-term issue. I need to circle around and find out why my app wasn't updating. That's an issue for another day.

All comments

NotACPA

When you do HELP, About Quicken, what shows as your "Membership Valid thru" date? Your version is so old that I'm a bit surprised that it can still download.

And, re: Fidelity's conversion from Direct Connect to Express Web Connect+, I'm not converting until I'm forced.

Greg Perkins

Here's what I'm seeing in the about window as well as when I click on the "Check for Updates" option. I thought it updated itself automatically whenever I run OSU. Evidently that's broken too as I can't recall the last time I saw it update itself.

Greg Perkins

NotACPA

Are you running Q Canada? Because the latest US Build is R64.30

Lois Lane

I am also using US Quicken Deluxe for Windows R53.32 and says no updates available. I also still have an active Subscription. How can I get Quicken to automatically update using the "check for updates"?

Greg Perkins

I had to manually download from https://www.quicken.com/support/how-do-i-download-quicken-quickencom-after-i-buy-it/ Be sure you download the US version assuming that's where you're at.