Fidelity Investments - Download issues

Franklin S.
Franklin S. Quicken Windows Subscription Member ✭✭
edited 5:26AM in Download, Add/Update Accounts (Windows)

I’ve spent many, MANY hours trying to resolve the problems downloading data from my accounts at Fidelity Investments into my Quicken account. I’ve deactivated, reactivated the accounts, linked them as required, etc., ad nauseam for months now. I’ve worked with your community people who are very competent and have provided lots of suggestions and instruction. When that didn’t work, they hooked me up with someone in Quicken. That person also showed a lot of willingness to remedy the problems, but without consistent success.

In both cases, sometimes it worked for a short time, sometimes only for some of the accounts. Today, I did a One Step Update, and it couldn’t find two of the accounts. I went through the process mentioned above, and as always, the big SUCCESS screen comes up saying everything is great. I followed up with another One Step Update. This time, it couldn’t find any of my accounts.

Continuing to download bad data is useless and extremely frustrating. I’ve decided to suspend any further updates from Fidelity to my Quicken account until you have fully resolved the problems. My account has just renewed. Is there a way to suspend my Quicken account until the problems are resolved?

Once you have fixed the problems, I’m thinking of starting from scratch with a new account. I’ve been with Quicken for decades and have a lot of data with Fidelity. How far back would Quicken go in downloading data from Fidelity if I started over?

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Answers

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

    In regard to your last sentence, 2-3 months is typical. But that's determined in part by the Financial Institution. Some are longer, some shorter.

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

  • Carefree
    Carefree Quicken Mac Subscription Member ✭✭✭

    @Franklin S. this is not just a Quicken problem. It's a huge Fidelity problem that has been going on for a half a year now. Some it got fixed some of it is broken again. I moved all but one account, out of Fidelity because they were quick to blame Quicken. There is mapping of all these transactions and Fidelity owns that side. They also are also partially responsible for how the connection to their accounts goes.

    Best I can tell you is look for a backup file where things were good and hold on to it. Start to pressure you Fidelity rep or move to elsewhere. Hopefully they will fix it for you.

  • es114
    es114 Quicken Windows Subscription Member ✭✭✭

    If some are able to download from Fidelity, then it is not a Fidelity problem.

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