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Fidelity Downloads

Bill O'Neil

Still having problems with Fidelity downloads. This has been going on since September. Any updates on when this will be fixed? I have to re-set up my Fidelity Accounts every few days.

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Comments

Quicken Alyssa

Hello @Bill O'Neil,

Thank you for sharing your experience.

Can you provide more information on exactly what issues you are seeing with Fidelity?

When you say you have to set them up every few days, what is prompting you to do this?
- Do the accounts stop downloading?
- Are you seeing a prompt that you need to reauthorize?
- Are you running into any error messages?

When disconnecting/reconnecting Fidelity accounts, these should be the steps you are following:

Create a backup of your Quicken file first.
Deactivate ALL Fidelity accounts in Quicken.
1. Select the Tools menu and select Account List....
2. In the Account List, select the account you want to deactivate, and then click Edit.
3. In the Account Details window, click the Online Services tab.
4. Click Deactivate next to the service you want to disable.
5. Click Yes to the message confirming if you want to disable this service. Note: If you do not receive this message, additional information is available below.
6. Click OK to the confirmation message.
7. If you have an investment account that is linked to a cash account, you need to deactivate the online services from the investment account, which will automatically deactivate the linked cash account.
8. Important: If you are deactivating/reactivating an account to fix an issue, you'll need to deactivate all the accounts with the affected financial institution that you have activated in Quicken (including hidden ones). Once they're all deactivated, then you can follow the steps to reactivate.
Revoke Quicken’s third-party access from the Fidelity website.
Reactivate the accounts in Quicken.
1. Go to Tools > Add Account.
2. Select the bank for the deactivated account(s). If prompted, select the connection method.
3. Enter your credentials and click Connect.
4. When the list of located accounts appears, choose LINK next to each account you want to reactivate.
5. Click Next, then Done on the last prompt.

If these are not the steps you were already doing, please go through them now and let us know if the issue persists.

Thank you!

Bill O'Neil

I'm doing this now.

Here is an answer you gave me on this issue a couple weeks ago :" The ticket number is CTP-15959, and is currently still open and being investigated by our team. We do not have an ETA on resolution at this time."

What happens every couple days is I have to reactivate my Fidelity accounts.

Quicken Alyssa

@Bill O'Neil,

Thank you for following up.

After performing the steps above, are you still experiencing this issue?

Looking forward to your response!

Bill O'Neil

Yep I am having problems. I have to reauthorize my Fidelity and Merril Lynch Accounts every day which is very annoying and time consuming. I was told by your tech support that this is a very common problem for some customers and Quicken can't figure out the problem. Is this true?

I've been having problems since late summer.

Quicken Alyssa

@Bill O'Neil,

Thank you for the additional information.

This Support Article outlines possible causes for this issue.

There are two potential causes of this issue:

First Cause:
This behavior may occur if there are any hidden or closed accounts in your data file that are still connected for downloads.

If you experience this behavior and do not have multiple data files, please check the Account List for any hidden or closed accounts that are still connected for transaction download.

To resolve this issue - Go to the Tools menu and select "Manage Hidden Accounts" and review the list for any accounts that may be marked as hidden and/or closed. Uncheck the box so they appear in the account list again. Then go to the Tools menu > Account List and click the 'Edit' button to the right of each migrated account name. In the window that opens, go to the middle tab for "Online Services" and select the "Deactivate" button.

Once these accounts have been deactivated from downloads, the prompt to authorize the accounts should no longer appear.

Second Cause:
This behavior may occur if you have multiple data files with migrated accounts connected for transaction download. At this time, the new authorization process is limited to a single data file, and if migrated accounts are connected or authorized in a different file, the original file connection is signed out, and you will again be prompted to authorize the accounts.