Quicken requests reauthorization for Fidelity LINKED cash account

andrew.h.zack

I have a Fidelity brokerage account that shows cash in a linked checking account. Quicken is constantly asking me to reauthorize this linked account, which cannot be reauthorized since it's not a "real" Fidelity account; it's part of the brokerage account that has already been reauthorized.

I have gone through reauthorization multiple times without eliminating this request. I contacted Quicken Support and they instructed me to change the show cash in a linked checking account to "no." But the account has nearly twenty years of transactions in it. After a full twenty-four hours, it had not succeeded in remerging the cash transactions into the brokerage account. I hit End Task and restored a backup.

Does anyone have any thoughts on how to fix this error, without remerging the cash account into the brokerage, since that appears it will take days?

Thank you.

Quicken Kristina

Hello @andrew.h.zack,

Thank you for letting us know you're encountering this issue. I suspect the issue may be file-specific, since, if an account needed to be reauthorized, Quicken should be telling you to reauthorize the brokerage account it's linked to, not the linked account itself. To start troubleshooting this, I suggest that you try validating your data file.  Please save a backup file prior to performing these steps. 

Validate: 

1. File
2. Validate and Repair File...
3. Validate File
4. Click OK
5. Close the Data Log
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.

Please let me know how it goes!