Unable to add Fidelity account, seeing "Sign in to Fidelity Investments failed. Try again." error

Comments

  • Mark Valpreda
    Mark Valpreda Member ✭✭✭

    When I try and add my Fidelity account in Quicken, I get an error

    Sign in to Fidelity Investments failed. Try again.
    Sorry, the sign in failed due to time out or a connection error.
    Select Sign In to authenticate via your web browser.

    Click on Sign In again. Looks fine….I get this:

    Your accounts have been authorized successfully!
    You will now be redirected back to Quicken. If you are not redirected in a few seconds, you can close this window and return to Quicken

    But then back to the error.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Mark Valpreda,

    Thank you for letting us know you're seeing this issue. To help troubleshoot, I checked our internal tools. I see that you're getting a CC-505 error, which usually happens when there is a temporary issue with the connection. I can also see that you contacted Support and they recommended that you wait 24-48 hours and try again.

    If, after waiting 24 hours, the issue persists, please follow these steps from our article on CC-505 errors:

    Try refreshing your online account information:

    1. From your account register, select the Actions gear icon at the very top right of your register (Ctrl + Shift + N).

    2. Select Update Now.

    Actions Gear 0

    3. Follow the on-screen instructions to complete the update.

    4. Repeat these steps for each financial institution experiencing this error.​

    If the issue persists

    Try the steps above again the next business day. If the problem continues for over 48 hours contact Quicken Support for assistance.

    I hope this helps!

    Quicken Kristina

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