Why is Quicken for Mac not syncing with Fidelity Investments?

LLM
LLM Quicken Mac Subscription Member
edited February 24 in Download, Add/Update Accounts (Mac)

Why is Quicken for Mac not syncing with Fidelity Investments?

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @LLM,

    Thank you for reaching out! To help troubleshoot, please provide more information:

    • When did you first notice this issue?
    • Is this affecting multiple accounts with Fidelity?
    • Are you seeing any error messages/codes?
      • If not, then what behavior are you seeing?
    • What type of account are you seeing this issue with (401k, brokerage, etc.)?
    • When I check our internal tools, it looks like you recently tried reconnecting the account(s). Did that help at all?

    I look forward to your reply!

    Quicken Kristina

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  • JSE
    JSE Quicken Mac Subscription Member ✭✭

    I have major issues with Fidelity downloads today missing key positions. My accounts were fine last week, major problems this week! I'll be calling tomorrow to find out why!

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