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Fidelity Investments - Download issues

Franklin S.

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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Accepted answers

es114

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

All comments

NotACPA

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.

Carefree

@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

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

SierraRyderRanch

I'm one of those who for months now have had no problem with fidelity OSU. That came to an abrupt end yesterday. I'm running windows 11 (fully updated) and Quicken Windows Premier (current release). Sunday morning my over night automatic OSU completed successfully with multiple Fidelity accounts, credit cards, and another bank. I do nightly file backups of my hard drive and I also do a nightly full image backup of my hard drive. Yesterday I wanted to do some testing of a couple different strategies using Quicken and did a "restore" of my Quicken files from a backup from last week sometime. I opened the restored QDF file and did a OSU and immediately was presented with a screen saying all of my Fidelity, CC, etc. accounts were unable to connect. I performed the required FIX IT's and which required all new authentication with Fidelity, etc. which did link properly but the Fidelity accounts then indicated that there were no non-zero accounts found. It did "link" to these accounts BUT none were non-zero - interesting that the screen where you link Fidelity accounts to existing Quicken accounts showed Fidelity account balances to assist in linking to the proper Quicken account. So there were non-zero accounts found. NOW the interesting part. I did a full Windows image restore of my hard drive which put everything on my computer back to early sunday morning when the image was created. Remember that the Quicken update was after the image backup was created and the OSU completed successfully, so one would think that Quicken should then work. WRONG, it failed!!! Immediately when attempting OSU I got the message saying all Quicken accounts needed to be reauthorized (FIX IT) which I did and now there are no non-zero Fidelity accounts. This tells me that the problem is with the Quicken server where the account authentications and other data are stored. I can't find any solution for this condition. I restore the hard drive image to the state it was in prior to the successful OSU early sunday morning and now OSU is unsuccessful. Hard to imagine that Fidelity did something on Sunday that broke everything - including non Fidelity accounts.

George082

color me unhappy. Fidelity quit updating 6 days ago for me.

NotACPA

https://community.quicken.com/discussion/comment/20545060#Comment_20545060

Without MUCH more info, no one is going to be able to help you … and I'm having no problem in downloading from 6 accounts at Fidelity Investments.

SO,
1) Which Q product, and what release of that product, are you running? What's your "Subscription valid until …"? This info is at HELP, About Quicken
2) When you do TOOLS, Account List … what shows in the "Transaction Download", "Last Download" and "Financial Institution" columns next to your Fidelity accounts.
3) How are you initiating the downloads from Fidelity?
4) Are you getting any error codes, or messages, when you try to download? Which?