Is anyone having a problem with direct connect for a Elan Fidelity Visa card

sherryberry62
sherryberry62 Quicken Windows Subscription Member ✭✭

I can download transactions direct from Fidelity/Elan site without an issue. When I go to direct connect I get error CC-501. This has been going on since the new authorization requirement. I have authorized Quicken and my investment account doesn't have this issue, just my credit card. I have a VPN and tried disconnecting that too and also tried deactivating and nothing works.

Answers

  • leishirsute
    leishirsute Quicken Windows Subscription Member ✭✭✭✭
    edited January 22

    I access the credit card via the Elan FI and not the Fidelity FI. I have never used DC for Elan. It has always been EWC for me, which is working.

    As a test, I added my Elan card via Fidelity FI to a test datafile. It successfully added and downloaded transactions using EWC+.

    Deluxe R65.29, Windows 11 Pro

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Fidelity discontinued support for Direct Connect back in October and they no longer have a separate website for their credit card. Fidelity now supports only Express Web Connect+, instead, with the Fidelity Investments financial institution and this is the FI for use with investment accounts and the credit card.

    In order to add Fidelity's credit card to the Fidelity Investments download connection you will first need to deactivate all of the other accounts that are already connected to Fidelity Investments. Then go to Tools > Add Account > select Fidelity Investments > follow the prompts to reauthorize all of the Fidelity accounts (including the credit card) making sure to LINK each of the downloaded accounts to the correct account already in Quicken….if the credit card is not already in Quicken then you will need to ADD that one.

    If you are not comfortable deactivating your investment accounts In this case, I agree with @leishirsute that you might want to try downloading your Fidelity visa card from Elan Financial Services (the issuer of the card), instead. It does work well and the transactions will often download from Elan a day earlier than they will download from Fidelity. If you decide to do this you will need to first set up an online account with Elan.

    Quicken Classic Premier (US) Subscription: R65.29 on Windows 11 Home

  • leishirsute
    leishirsute Quicken Windows Subscription Member ✭✭✭✭

    @Boatnmaniac When I added the Fidelity Visa Credit Card to my test datafile, I did not deactivate connections of the other Fidelity accounts. I just added the Credit Card account.

    Deluxe R65.29, Windows 11 Pro

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Interesting. Ever since they cut in EWC+ I have had to deactivate all of my Fidelity accounts in order to add another Fidelity account (although I have had to add another account only 2 times in the last couple of months). Others have posted (one from just 2 days ago) saying the same thing. I wonder why some need to first deactivate all their accounts while others do not?

    Quicken Classic Premier (US) Subscription: R65.29 on Windows 11 Home

  • leishirsute
    leishirsute Quicken Windows Subscription Member ✭✭✭✭

    @Boatnmaniac I use the plus sign at the top of the Accounts bar to add or reconnect accounts. There shouldn't be any difference, but maybe?

    Deluxe R65.29, Windows 11 Pro

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 23

    Add Account is Add Account. The only difference is how it is accessed, not in functionality. At least, I am not aware of any functionality differences.

    There are many other functions and features in Quicken that have multiple access methods, including Set Up Now, Account List, OSU, Signing out of Quicken, viewing connection method, viewing download date/time, etc.

    Quicken Classic Premier (US) Subscription: R65.29 on Windows 11 Home