Fidelity and Schwab Accounts are not updating when using one step update

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

Using Win 11 operating system. In the past week, Fidelity and Schwab accounts are not updating. I deactivated and reactivated accounts and also reset accounts. Is this a known issue and is there a fix?

Bank accounts and credit card are not impacted.

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Answers

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

    A bit more info needed.

    Please do TOOLS, Account List. Next to each Fidelity and Schwab account, what's in the

    Transaction Download,
    Last Download. and
    Financial Institution columns?

    Also, click EDIT next to each of those accounts and tell us what shows as "Tracking Method" for each.

    Lastly, check later tonight after the markets close. Do a One Step Update and compare the balances in Q to the balances at the respective websites. Later tonight so that changes in today's quotes don't mess up the compare.

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

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Greg Z,

    We haven't heard back from you in a while. Do you still need assistance?
    If so, could you please provide the answers to @NotACPA's questions?

    Check back and let us know! Thank you.

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

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