Cannot download data from Fidelity, Quicken keeps asking to reauthorize

alex4747

1. I cannot download data from Fidelity. Quicken keeps asking to reauthorize. After reauthorization, nothing is happening. If I click the update button, it will ask for reauthorization again.
2. There are no options for 401k and 403b for account type anymore, only brokerage, IRA, and SEP

[Edited-Readability]

Quicken Alyssa

Hello @alex4747,

Thank you for sharing your experience. I am happy to help.

Let's start by reestablishing your connection to Fidelity. To do this:

1. Save a Backup. Steps can be found in this article if needed.

2. Disconnect ALL Fidelity accounts in Quicken. Here are the steps on how to do that.

3. Revoke Quickens Third-Party Access from the Fidelity website.

4. Check for hidden accounts. You want to make sure you don't have any hidden/older Fidelity accounts that are still connected. If you do find some that are, disconnect them.

4. Add accounts back into Quicken. Take note of which accounts are showing when you are authorizing accounts on Fidelity's website. These are the accounts you will have access to in Quicken.

Once back in Quicken, you will want to make sure you choose the "LINK to existing" option for any of the accounts that were already in Quicken.

Do let us know if this resolves the issue you are having.

Alan Edelman

[Removed - Disruptive] I still get the same errors.

Quicken Alyssa

@Alan Edelman,

Thank you for adding to this discussion.

What errors are you seeing? Just curious because the original post doesn't mention receiving any errors, and I do not see any errors when I check your connections internally. Are you being asked to reauthorize? If so, did you try the steps mentioned above?

I also noticed that you are using both Quicken for Windows and Quicken Mac. Are you having the same issues on both, or is this just on one of them?

Additionally, screenshots of what you are seeing may be helpful. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot on Windows. Please refer to this Community FAQ for instructions on how to attach a screenshot on a Mac. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Thank you!