Cannot Add New Fidelity Accounts

Robert Honeyman

I moved my retirement accounts to Fidelity from TIAA. When I try to add the accounts, the process is the same as I've always used. I get into the Fidelity site from Quicken, select the new accounts, and hit OK. Fidelity accepts the new instructions as confirmed on Fidelity's site.

Quicken, meanwhile, takes five minutes of wheel-spinning before it states the sign in attempt failed.

I foolishly failed to backup before trying to reset an active account. The connection was deactivated. I am now blind to all my Fidelity accounts. This is a major fubar.

I reported this in a phone conversation on December 8 on ticket 12095241. That ticket seems to be closed, but this needs to be an open issue. During the conversation, I took down all security measures to see if that would change anything. It did not. I'm hoping this gets treated as a level 3 issue. I'm dead in the water.

Win 11, rev 65.17 build 27.1.65.17.

Robert Honeyman

Update:

I created a new Q file. It allows me to add the accounts. What a mess.

I choose not to lose decades of history (my only hoarding weakness). The new accounts are going to be rolled over into an IRA that's already linked (another weirdness: that link was established in 2025, so pretty new). I can live with a short period of limited connectivity since the new accounts are going to disappear soon.

Meanwhile, I'm testing my backups to find if there's a moment when I could still add accounts from Fidelity. It may be that 65.17 has a bug associated with the conversion of how Fidelity connects.