Fidelity IRA accounts not updating.

JT1960_

This has been a problem since the end of October. Our Fidelity IRA balances do not update but other Fidelity accounts do. When will you be providing a fix for this?

Quicken Alyssa

Hello @JT1960_,

Thank you for sharing your experience.

Can you provide more information about your balances that are not updating?

• Is this happening with more than one IRA account?
• Are the quotes not updating?
• Is it the account balance that is not updating?
• Are transactions downloading?
• Is this account connected for downloads?

The more information you can provide, the better.

Looking forward to your response.

JT1960_

Two IRA accounts. All other Fidelity accounts, including two other IRA accounts are updating. Nothing is updating on the two accounts. I've Deactivated and reactivated and reset the accounts but nothing is fixed.

Quicken Alyssa

@JT1960_ ,

Thank you for providing additional information.

I have some more questions for you.

• Are these accounts under the same set of credentials as the rest of your accounts?
• Are you the owner of these accounts, or are these accounts you are an authorized user of?
• Where is your data file located?
• Is your file being synced/backed up by any third-party services like OneDrive, Dropbox, or Carbonite?
• When you deactivated/reactivated the accounts, were you able to link them back to the existing accounts, or did you see "don't add to Quicken".

Let me know.

JT1960_

1. Yes, same credentials.
2. Yes, owner of the accounts.
3. On my hard-drive.
4. No
5. Saw "don't add to Quicken".

Quicken Alyssa

@JT1960_,

Thank you for providing additional information.

I think the first thing we should try is to completely sever these connections and reestablish them.

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. 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.

Let me know if this allows you to bring in all of the accounts.