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No Fidelity Downoads - Quicken Classic Windows 11

jsk2817

I can no longer get downloads from my Fidelity Accounts. There are no error messages Tech support had me disconnect my accounts. When I attempted to reconnect per their advice, Quicken would not let me link the accounts back to my existing accounts. The only solution provided was to create all new accounts (while keeping the history in the "old" accounts). This doesn't make any sense. There must be some system errors somewhere.

Please Help!

[Edited - Readability]

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Quicken Kristina

Hello @jsk2817,

Thank you for reaching out, though I'm sorry to hear Support wasn't able to fully resolve the issue you encountered.

There is currently a known issue with missing transactions and incorrect information downloading from Fidelity. You may be affected by this issue. For more information, please see this Community Alert:

https://community.quicken.com/discussion/7971451/new-2-25-26-fidelity-investments-missing-transactions-incorrect-balance-missing-securities-etc

To help troubleshoot the current issue you mentioned with being unable to link your accounts, please provide more information. What was preventing you from reconnecting your accounts? For instance, were you seeing any error messages/codes?

I look forward to your response!

jsk2817

There were no error messages. When trying to reconnect I pointed each of many accounts to the link to quicken account option. The resuting list of choices consisted of mainly old, no longer used hidden accounts. None of my existing Fidelity accounts were displayed. Each reconected account was classified in its dropdown as brokerage (if that is useful info). This is a big problem. Please have the team work on a fix and communicate back. If I can provide any more info that could be useful please let me know.

Quicken Kristina

Thank you for your reply,

Based on your description, it sounds like Quicken may have seen those accounts as still connected and, as a result, not displayed them as available to link. If that was the cause, then you can correct it by following these steps:

Backup your Quicken file.
Deactivate all your Fidelity accounts that use the same set of login credentials.
Navigate to Tools>Add Account.
Follow the prompts.
When you get to the Add/Link screen, you should now be able to link to the correct existing accounts in Quicken.

Note: If any of the accounts have a linked checking account in your Quicken file, you will need to turn that feature off before deactivating and reconnecting the account. Once it's reconnected, you should be able to turn the feature back on again.

Please let me know how it goes!

jsk2817

Hi This really did not work. Deactivating a linked checking account generated errors but after that the linking of all my Fidelity accounts to existing Quicken accounts appeared to be ok. Next I tried reconnecting the linked checking account - not only were errors generated but Quicken crashed in mid-process. So after that I went back to my last clean backup, and Quicken asked me to link to the existing Fidelity accounts again which I did. That appeared to be ok. When I then tried to download transactions - nothing! I'm a very, very long time user and am frustrated. Can you help please?

Quicken Kristina

Thank you for your reply,

Since the accounts are connected in the restored backup, but transactions still aren't downloading, please follow these troubleshooting steps from our article on missing transactions/transactions not downloading:

Be sure to follow these steps in order:

1. Go to Edit > Preferences > Downloaded Transactions. The option Automatically add to investment transaction lists needs to be unchecked.

automatically add to investment transaction lists.png

2. Refresh your online account information by clicking the Actions Gear Icon on the upper right of the register, and select Update Transactions. Follow the on-screen instructions to complete the update.

3. Confirm that the Sort Order in your account is by Date; just click the top of the Date column in your account register. It's possible the transactions are in your register, but not where you thought they'd be.

4. Try refreshing your login session: To do this, go to Help > Refresh Sign in. After completing the log-in process, try running a One Step Update again.

6. Go to Tools > Account List and check Show Hidden Accounts at the bottom left. Confirm the missing transactions haven't been added to a hidden account by clicking on the name of any account that appears with a check mark in the Hidden column.

If the steps above do not resolve the issue, and this is not a one-time event, please reach out to Quicken Support.

I hope this helps!

jsk2817

Not resolved. Need more help Please!

Quicken Kristina

Thank you for your response,

Since the troubleshooting did not help, per the Community Alert for this issue, please contact Quicken Support directly for assistance. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I apologize that I could not be of more assistance!