Current Fidelity Instructions

Bob@45

@Quicken Kristina and others, I know in the last week or two I saw an entry in one of the many Fidelity threads concerning current suggested steps to follow for the Fidelity reauthorization process. It wasn't as easy as "deactivate all Fidelity accounts and then reauthorize" if I remember correctly.

I'm unable to find that now … there's just too much discussion for a search on "Fidelity instructions" to bring it visible.

Could one of you create a new entry in either the Announcements or Alerts channels with the current recommendations, so they're easier to find?

Quicken Kristina

Hello @Bob@45,

Thank you for reaching out! The process to follow varies a bit, depending on what issue you're encountering. For most people, just using the reauthorize prompt and making sure to carefully link the accounts works. Below are the instructions for the issues that most often come up:

1. If you need to reauthorize your accounts, but are not getting the reauthorize prompt, then you would want to backup your file, deactivate the accounts, then reconnect by navigating to Tools>Add Account and following the prompts, making sure to carefully link the accounts to the correct nickname in Quicken.

2. If you are unable to link your accounts due to Quicken showing "Don't add to Quicken", and giving no option to change it, that means Quicken thinks the accounts are already connected. In that instance, you would need to take note of the Nickname that Quicken sees for the problem accounts, backup your file, navigate to Tools>Account List, select Show hidden accounts if you see the option, and then locate & deactivate the accounts that Quicken thinks the problem accounts are connected to.

Once the accounts are deactivated, you should be able to connect the problem accounts by navigating to Tools>Add Account and following the prompts, making sure to carefully link the accounts to the correct Nickname in Quicken. If the accounts that were causing the problem are duplicate accounts, then you would want to delete them.

3. If you are getting CC-800 or CC-506 errors, then you would want to backup your file and deactivate the problem accounts. Then, navigate to Tools>Account List and click the Edit button next to the problem account. On the General tab, remove the Financial Institution and Account Number information, then click OK.

Do that for each problem account. Then, reconnect the accounts by navigating to Tools>Add Account and following the prompts, making sure to carefully link the accounts to the correct Nickname in Quicken.

4. If you are getting constant reauthorization prompts, even though you already reauthorized your accounts, the prompt should show you the names of the problem accounts. What usually causes this problem is if one or more accounts got added as new instead of linked to the existing account.

Take note of those account names, then navigate to Tools>Account List, select Show hidden accounts if the option is visible, and review the list to find those accounts. Once you find the problem accounts and identify if there are any duplicate accounts, you would need to backup your Quicken file, delete any duplicate accounts, deactivate the original accounts, then navigate to Tools>Add Account and follow the prompts, making sure to carefully link the accounts to the correct Nickname in Quicken.

5. If you are getting invalid token errors, FDP-350 errors, CC-901/902 errors, or constant reauthorize prompts that are not explained by having one or more accounts still on the old connection, then backup your file and deactivate your Fidelity accounts. Once the accounts are deactivated in Quicken, navigate to Fidelity's website and revoke the authorization for Quicken. Normally authorization for 3rd party apps can be found under security or a data security dashboard. Once the authorization for Quicken is revoked, return to Quicken, navigate to Tools>Add Account, and follow the prompts, making sure to carefully link the accounts to the correct Nickname in Quicken.

I hope this helps!