Unable to download transactions from Fidelity Investments [Edited]

es114

Away for three weeks. Quicken was working almost fine. Now none of my Fidelity accounts will download.

es114

Sorry title is incorrect. Should be Fidelity files.

Quicken Laura

Hi @es114,

Thank you for reaching out. We’re glad to help you with the issue you’re experiencing when downloading transactions from Fidelity.

To help us understand the issue, please let us know if you’re seeing any error messages when updating your accounts. If so, sharing the exact message or code will be very helpful.

In the meantime, here are a couple of troubleshooting steps that often resolve download issues:

1. Sign out and sign back into Quicken

1. Go to Edit > Preferences > Quicken ID & Cloud Accounts
2. Click Sign in as a different user
3. Type yes to confirm
4. Sign back in using your Quicken ID

After signing back in, try updating your Fidelity accounts again.

2. If the issue persists, deactivate and reactivate the account

Deactivate account:

• 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.
• 6. Click OK to the confirmation message
• Revoke Quicken’s third-party access from your Fidelity Investments account on their website.

Reactivate account:

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.

These steps refresh your connection and often clear up download problems.

I’ll be waiting for your response so we can continue working on this with you.