Fidelity One Step Update not downloading data

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

Is there an issue with Fidelity where our data is not downloading? I am getting a One Step Update that it completed successfully but it has no transactions and I know the accounts have several days of transactions as I can see them online.

Answers

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

    Please do TOOLS, Account List and tell us what's in the "Transaction Download" column and "Financial Institution" column next to your Fidelity accounts.

    When you click on EDIT next to those Fidelity accounts, does "Tracking Method" show as Simple, or Complete?

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

  • pacmanhunter
    pacmanhunter Quicken Windows Subscription Member ✭✭

    Thank you. I just ran it this morning and it has everything except for yesterday's transactions. In answer to your questions above:

    Transaction Download: Yes (Express Connect+)

    Financial Institution: Fidelity Investments

    Tracking Method: Complete

  • DavidLaidlaw
    DavidLaidlaw Quicken Windows Subscription Member ✭✭

    I am having the same problem

This discussion has been closed.

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