Updates for Fidelity not working

glennwms

Win 11 Enterprise operating system. For months, Fidelity accounts have not been updating reliably. Until recently, I could reset the accounts, and they would work at least once, but for a week, they have not worked. Today I removed Quicken access at Fidelity, I deactivated and reactivated the account in Quicken, and still no updates. The tracking method is complete on one account and simple on the other. Under Tools → Account list Transaction Download = Yes(Express Web Connect +), Last Download = Not Available, Financial Institution = Fidelity Investments. Quicken R66.23.

Quicken Laura

Hi @glennwms,

Thank you for sharing your experience with us.

After reviewing your accounts, it appears they are currently returning a CC-601 error. We are aware that some customers attempting to connect their Fidelity Investments accounts in Quicken Classic are encountering FDP-101 or CC-601 (CP_SCRIPT_ERROR) errors. Our teams have identified this as a known issue and are actively investigating the root cause.

At this time, no additional action is required on your end. Our teams are working toward a resolution as quickly as possible, and updates will be shared as soon as more information becomes available.

To stay informed, please refer to the active alert below and bookmark the post to receive notifications when updates are posted:

https://community.quicken.com/discussion/7971667/update-3-9-26-fidelity-investment-fdp-101-cc-601-cp-script-error

We appreciate your patience while our teams work toward a fix.

Paresh Buch

I was asked to re-authorize my fidelity accounts link - classic quicken. Now, none of the links work. One specific fidelity account has a connection which I can no longer deactivate,

Quicken Laura

Hi @Paresh Buch,

Thank you for sharing what you are experiencing with us.

To reauthorize your accounts, you can follow the steps below (make sure to save a backup first):

Deactivate account:

1. Select "Tools"
2. Select "Account list"
3. In the Account List, select the account you want to deactivate, and then click Edit.
4. In the Account Details window, click the Online Services tab.
5. Click Deactivate next to the service you want to disable.
6. Click Yes to the message confirming if you want to disable this service. 

Reactivate account:

1. Go to Tools > Add Account.
2. Search for and select your financial institution.
3. If prompted, choose the appropriate connection method.
4. Follow the on-screen instructions.
5. When the list of found accounts appears, be sure to select Link to connect them to your existing accounts (do not add duplicates).

If those steps don't work, please let me know, and I'll be happy to help further!

Paresh Buch

Hi. I have many accounts at Fidelity. I had to re-authorize my connection yesterday, and now, the connection has been lost on many of the accounts, but the Fidelity website indicates everything was properly authorized. When I add accounts in Quicken, some default to "link to existing," while others default to "add to Quicken." If I accept "add the account", I get the message that the account already exists. When I try to link it to an existing account, that account does not appear in the account list. Any assistance would be appreciated.

[Edited Readability]

Quicken Laura

Hi @Paresh Buch,

Thank you for getting back to us and providing more details about what you’re seeing during the reauthorization process.

We’ve seen reports of users being unable to view all existing accounts in the “Link to Existing Account” step, particularly when some accounts are beyond the visible portion of the list and scrolling doesn’t provide access to them.

Could you let me know if this is what’s happening in your case? Specifically, are your accounts present in the Quicken Account List but not showing in the “Link to Existing Account” menu?

If so, the next step is to submit your logs so the team can investigate:

To send your logs:

1. Open Quicken
2. Click Help
3. Select Report a Problem
4. Click Send to Quicken

Once you’ve submitted the logs, please let me know. I look forward to your response!

Paresh Buch

It is possible that some accounts are beyond the visible portion of the list and scrolling doesn’t provide access to them. Is there a way to remove unwanted accounts from this "pick list"? If so, please provide instructions.

PS - Logs sent.

Quicken Laura

Hi @Paresh Buch,

Thank you for submitting your log files. I’ll forward them to the appropriate team for further investigation.

At the moment, the only confirmed workaround is to revert to Release R65.29. Please try installing that version and then attempting to link your accounts again (make sure to save a backup first).

Let me know how it goes. I’ll be happy to continue assisting if needed!

Quicken Laura

Hi @Paresh Buch,

I just wanted to follow up since I haven’t heard back from you. I’m checking in to see if you still need assistance.

Paresh Buch

Thanks - I used R65.29 and that worked.

glennwms

Good timing, I have been wondering if I needed to do something. Good news, the account with complete tracking has been updating correctly since a few days after my first comment. Bad news, the account with simple tracking has gone bonkers. After the scheduled nightly update the account balance will be at zero or some small amount. I found I could download updates on just that 1 account and the update works fine(correct balance). Then I found I could just rerun the nightly backup (from Toolbar) One Step Update → All Accounts and the problem account would have correct figures. As of this morning that is the situation. Thank you for your efforts.

Quicken Laura

Hi @Paresh Buch & @glennwms,

That's great to hear!

I’m also happy to share that the issue with the scrolling bar in Release 66.28 has been resolved. It should now display only the appropriate account types, in case you’d like to update to the latest version.

Feel free to reach out if you have additional questions.