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?
Hello @JT1960_,
Thank you for sharing your experience.
Can you provide more information about your balances that are not updating?
The more information you can provide, the better.
Looking forward to your response.
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.
@JT1960_ ,
Thank you for providing additional information.
I have some more questions for you.
Let me know.
@JT1960_,
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.
Just checking in, we haven't heard back from you in a while.
Do you still need assistance?
Thank you!
Hello again,
Checking in once more before this thread is closed.
Let us know if you still need assistance.
Hello,
Due to the lack of response, I went ahead and closed this post.
If you still require assistance, please feel free to start a new post.
