Download Problem with Quicken and Fidelity

stade

There are many posts here documenting issues with downloading transactions from Fidelity into Quicken. Many document steps taken to try and fixed the problem using Quickens processes. None have worked. There is a Quicken issue that needs to fixed by Quicken. When is Quicken going to acknowledge the problem and fix it?

HKB

@stade This, unfortunately, is too imprecise and will not help you to get meaningful responses to your posting. What, exactly, does and does not work for you in respect to EWC+?

stade

The transactions from Fidelity simply do not download. The occasionally one account will download when others don't. I have been downloading transactions from Fidelity for 10 years. I know how to set up account for Express Web Connect+. No error messages. Sometime in Sept this year this problem started. The screen that shows progress for downloading changed to just spinning and saying waiting. No message of processing, just waiting. Non-Fidelity accounts work fine. This is an issue between Quicken and Fidelity. There many posts referring to this problem. The account list in Quicken shows the "last download" as being "not available". This is a Quicken problem not a user problem.

mfstarnes

I concur. There seems to be no progress and limited awareness by both Fidelity and Quicken. Fidelity is among the largest brokerages. These companies should be prioritizing this higher than it current evidence indicates.

I've brought several other investors' accounts to Fidelity through trusts and estates. I'd hate to have to move my accounts and theirs to another firm, but i need consolidated reporting that Quicken provides.

Quicken Alyssa

Hello All,

Thank you all for sharing experiences and adding to this discussion. I am sorry to hear that some of you are seeing issues with your connections to Fidelity.

@HKB,

Thank you for trying to help your fellow user.

@mfstarnes,

Do you need assistance with an issue you are having with Fidelity? If so, provide information about it, and I will do my best to help sort it out.

@stade,

Please try the following:

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. Make sure you don't have any old/hidden accounts still connected.

4. Add accounts back into 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.

If this does not resolve the issue, please answer these questions:

• Are specific accounts not downloading?
  • If so, what account type are they?
• Where is your data file located?
• Is your file being synced/backed up by any third-party services like Dropbox, OneDrive, or Carbonite?

Thank you.

NotACPA

I download from Fidelity Investments, into 6 separate accounts, 6 days a week Mon-Sat, without problems.

It's not an apparent Quicken programming error. More likely either a file or program corruption issue.

But since neither have stated specific problems, there's not much that can be done beyond @Quicken Alyssa's advice

stade

Alyssa,

There are many strings of comments with many detailed "do this do that" instructions with no success, all of the deactivate reactivate instructions you mentioned I have done. Has not worked. I am also now getting a message from Quicken which is false. Something like ….this account does not exist at Fidelity. But then Quicken and Fidelity communicate on that account and I get transactions. Therefore, an error on Quicken's part. Also, when I deactivate reactivate one account in Quicken and go to Fidelity, Fidelity lists the many accounts I have, I chose all the appropriate accounts but Quicken doesn't let me "Link to Existing Account" for all just one. If I only chose one account at Fidelity, then the others are delinked the next download. Even though they still are activated in Quicken.

It would seem with this many user issues with Fidelity and Quicken that Quicken should coordinate with Fidelity to fix the problem. Some change was made in Sept 25 that is causing this issue, reference the dates on the customer complaints. When customers that rely on Quicken and Fidelity lose reliability and cannot get a response other that it is the user system problem, that will move customers to other services.

stade

Quicken Alyssa

Alyssa, see my comment above.

DX9993

Just yesterday (December 3) I mentioned Quicken to a friend (a longtime Quicken user and corporate comptroller) who vented for five minutes about Quicken's apparent lack of interest in addressing this ongoing issue. By chance I have never linked my Fidelity accounts to Quicken. Just fyi.