Quicken add Fidelity acct stuck on "bank hosted sign-in page"

vlee194546

Still the same old problem, too many people are still talking about...

I disconnected my Fidelity account as told by Quicken due to the change in connecting method, yet now I cannot add back the accounts to download transactions from Fidelity; every time, it just gets stuck on the screen "sign in through bank-hosted sign-in page". Quicken basically told me it is "User Error", although I have used it for 20+ years, now paying monthly, but it has stopped working.

AT this point, I would appreciate it if anyone could offer any suggestions. Thanks in advance.

Background: My .QDF is local, no VPN, use windows 11, I have tried, Edge, Chrome, turning off Avast virus program, allow only Fidelity.com popup…...nothing works.

[Edited-Readability]

Quicken Alyssa

Hello @vlee194546,

Thank you for sharing your experience, though I am sorry to hear you have been unable to resolve this.

After checking your profile internally, I am unable to see connection attempts to any banks at all. Normally, I would be able to see that. This usually indicates the use of a VPN or other protection software. I understand you said you have disabled these things, but based on what we see from our end, this is something to look into first.

I have some follow-up questions for you:

• You get stuck on the window that tells you it will redirect you to Fidelity. You never actually get redirected there, correct?
• Do you have accounts with other banks added to Quicken?
  • If so, are those updating without issue?
• Are you using the internet on a restricted network?
  • Examples include schools, workplaces, and even some home networks are set up this way.
• Do you have another computer you can try this on?
  • This would rule out if something is preventing Quicken from connecting on the current computer.
• Have you tried creating a new admin profile on your computer and then attempting to do this from there?
  • If not, this is another thing you can try to rule out if it's a settings issue with the current profile you are using.

Looking forward to your response!

gtgerbo

Have you tried a different browser? I have found that Quicken and Edge don't get along. So, when I encounter connection problems I switch my default browser from Edge to Firefox.

Hope this helps.