Adding Fidelity Investments accounts

Eddie Paz
Eddie Paz Quicken Windows Subscription Member ✭✭

Another problem with Quicken trying to add a new account from Fidelity Investments. The process goes fine and Browser says success, but then Quicken shows error that it failed. Tried multiple times in the last couple of days.

Screenshot 2026-01-01 022954.png Screenshot 2026-01-01 022855.png

Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Eddie Paz,

    Thanks for posting!

    When checking your account, I see that an internal FDP-105(CC-505) error is being returned when attempting to connect with Fidelity.

    This error can occur when the browser authorization completes successfully, but Fidelity’s servers temporarily block or limit the connection Quicken uses to finish adding the account.

    You can review more details in this CC-505 support article.

    Before moving forward, could you clarify one thing for us:

    • Do you already have other Fidelity accounts set up in this Quicken file?
      • If so, are those existing accounts updating successfully, or are they showing a CC-505 error?
      • Or is the error message shown in your screenshot the only error occurring while trying to add this new account?

    This will help determine whether the issue is limited to new account setup or affecting Fidelity connections more broadly in your file.

    Please let us know what you find—we’ll be happy to help further.

    Thank you!

    -Quicken Anja
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  • Eddie Paz
    Eddie Paz Quicken Windows Subscription Member ✭✭

    The Fidelity accounts are now connecting correctly. All good. Thank you!

  • Quicken Anja
    Quicken Anja Moderator mod

    @Eddie Paz Thanks for the update! Glad to hear it is working now.

    -Quicken Anja
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