Fidelity web-connect

rkr833

I tried updating my Fidelity account in Quicken, and when I try to do so, I get the notice that I cannot do so until I accept previous downloaded transactions. When I check my Quicken Fidelity account, there are no downloaded transactions to accept.

Also, my other Fidelity accounts, when I try to connect to Fidelity, I receive duplicate transactions from Fidelity that I already had in my account. MAJOR PROBLEM. Please advise. I've been a VERY long term subscriber to Quicken, and this is a major mess-up. Bob

[Edited - Readability/Language]

Quicken Kristina

Hello @rkr833,

Thank you for reaching out! To address the first issue you are encountering, please follow these steps from our article on when Quicken says there are transactions to accept, but you don't see any:

First, turn automatic entry off

1. Press Ctrl+A on the keyboard to bring up the Account List, then click the Edit button next to the affected account in the list.

2. In the Account Details window, click on the Online Services tab then click Automatic entry is.

3. Select No on the next dialog box and click OK. Automatic entry should show as "Off" now.

4. Click OK to close the Account Details window, then click Done on the Account List.

5. Close Quicken, wait a few seconds, then re-open it. The transactions should appear upon re-opening Quicken.

Note: If you have multiple accounts affected by this issue, you can make the change outlined above to all the accounts at once by going to Edit > Preferences, then going to Downloaded transactions and unchecking the box next to Automatically add to banking registers.

Then, check the account register and Online Center

Quicken will show you downloaded transactions in multiple locations. The following information shows you how to check for downloaded transactions in the account register and Online Center.

1. Open the account register and select Downloaded Transactions at the bottom of the register.
   • If there are transactions listed, accept them to the register.
   • If there are not any transactions listed, proceed with the next step.
2. Choose the Tools menu > Online Center.
3. Select the appropriate financial institution and account.

4. Select Transactions.

• If transactions are listed, click Compare to Register and accept the transactions. Note: Compare to Register will display online payments on the initial screen. After accepting your online payments, click Continue, Next or Done to see the rest of your downloaded transactions.

• If no transactions are listed or Compare to Register does not allow you to accept the transactions, proceed to the next section.

Lastly, correct data issues

If the Quicken data file is damaged, you might receive prompts about downloaded transactions when you don't have any downloaded transactions.

If you know when this issue began, the best solution is to restore a backup created before this issue began.

If you do not have a backup to restore, Quicken has a built-in utility, Validate, that will correct many data issues. Please note this does not correct all issues and these steps should be taken if the other steps outlined did not resolve the problem.

1. Choose the File menu > Copy or Backup File.
2. Select Create a copy or template, then click Next.
3. Accept all defaults and click Save Copy.
4. Open the New Copy when prompted.
5. Choose File > Validate and Repair File.
6. Select the new copy created in step 3 and click OK.

Note: Depending on the size of your data file, you may need to wait a while for the validation process to finish. Do not use the Task Manager to close Quicken. Quicken displays an error message if it cannot validate the file. If Quicken is able to validate the file and any errors are found, Quicken displays a message, "Data losses were found in your file." You can view the log file for more information.

When the validation process is complete, you will need to Reactivate your accounts for transaction download in the new file copy.

1. Go to Tools > Add Account.
2. Select the bank for the deactivated account(s). If prompted, select the connection method.
3. Enter your credentials and click Connect.
4. When the list of located accounts appears, choose LINK next to each account you want to reactivate.
5. Click Next then Done on the last prompt.
6. After all of your accounts have been Reactivated, complete the Check the account register... section steps above again.

For the second issue you mention, the issue with duplicate transactions, please provide more information. Does this happen just one time, once you reconnect the accounts under the new connection, or does this happen every time you run One Step Update? If this happens just one time, that is normal behavior. The change to the connection makes it harder for Quicken to see that the transactions are already in your register, so you may see 30-60 days worth of duplicate transactions the first time you connect using the new method.

I hope this helps!