Downloading Transactions From Fidelity

Jteich
Jteich Quicken Windows Subscription Member
in Download, Add/Update Accounts (Windows)

I have been a Quicken user for over 30 yrs and am extremely frustrated right now. I have not been able to download transactions from Fidelity for over 2 months despite having authorized my accounts multiple times. Im thinking about switching to another software. Am I the only one experiencing this issue?

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Well, I'm not experiencing such … so tell us a bit more. I have 7 accounts at Fidelity, 3 taxable, 3 IRA and 1 business.

    Starting with: What specific Q product are you running, and what BUILD of that product? This info can be found at HELP, About Quicken.

    What types of accounts are these at Fidelity? Taxable? Retirement (if so, what kind)? NetBenefits? What?

    And, when you do TOOLS, Account List … what shows in the "Transaction Download", "Last Download" and "Financial Institution" columns adjacent to each Fidelity account?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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