Are the Fidelity transaction downloads EVER going to be fixed???
I am using Quicken for Windows, version R65.29. Running Win11 on my PC. I called tech support a couple weeks ago about the my Fidelity accounts not downloading transactions. We tried several things, deactivated and reactivated, then tried reset. Nothing worked. I have 4 accounts at Fidelity, 2 are HSA, 1 cash management and 1 IRA. The support person was going to send me to the next level of support, but they were not available at that time. WHAT can I do to get this working???
Answers
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re: your HSA accounts, see, and then click to follow, this announcement:
https://community.quicken.com/discussion/7967098/10-13-25-no-transactions-for-fidelity-hsa-accounts#latestre: your Cash Management account, and your IRA … my wife and I both have CMAs (1 each) and IRAs (2 mine, 1 hers) and I have another non-CMA brokerage account at Fidelity and are having no problems with downloading that activity into Q.
SO, a bit more info is needed, starting with … when you do TOOLS, Account List what shows in the "Transaction Download", "Last Download" and "Financial Institution" columns adjacent to the CMA and IRA accounts?
Also, how are you initiating those downloads, and are you getting any error codes or messages when you try?
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
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