Fidelity, Elan Financial: Unable to download credit card transactions

PotOdds

Hi Quicken,

First off, long time Quicken Deluxe user who knows about the issues with downloading Fidelity Visa Rewards credit card transactions. About a year ago, everything was good when I had the Fidelity Visa using a separate Financial Institution: Elan Financial going through Express Web Connect+ (if I recall). Brokerage/Money Management activity was downloaded from Fidelity and credit card transactions was d/led through Elan.

About a couple months ago, I had fraudulent credit card activity and was told I was going to get a new card with a new number. While waiting for the new card, I also read on this forum that I should now be able to download everything from Fidelity. So I tried to pull the new credit card from Fidelity. It showed up but it doesn't pull any new transactions. Tried a reset. No good.

So I decided to go back to using Elan. After it was setup, I found it was no longer downloading new transactions. The first time resync to pull the account in was fine but from then on, no new transactions were being pulled in.

I've been manually using the QFX download feature to pull in transactions from Elan but it does a weird thing and pulls all news transactions into a new account called "Credit Card at Elan Financial Services". I then have to manually moved all those transactions to my "Fidelity Visa Rewards" account.

I now have 3 Fidelity Credit Card accounts in Quicken. I only want one.

Fidelity Visa Rewards. Financial Institution - Elan Financial Services. Connection: Express Web Connect

Fidelity Rewards Visa Signature. Financial Institution - Fidelity Investments. Connection: Express Web Connect+

Credit Card at Elan Financial Services. Financial Institution - Elan Financial Services. Connection: Web Connect

Does anyone have a fix? I don't mind staying with Elan Financial Services but it's no longer downloading transactions automatically.

Quicken Kristina

Hello @PotOdds,

Thank you for letting us know you're seeing this issue. To help troubleshoot, please start by following these steps from our article on missing transactions/transactions not downloading:

Be sure to follow these steps in order:

1. Go to Edit > Preferences > Downloaded Transactions. The option Automatically add to banking registers needs to be unchecked.

2. Refresh your online account information by clicking the Actions Gear Icon on the upper right of the register, and select Update Now. Follow the on-screen instructions to complete the update.

3. Confirm that the Sort Order in your account is by Date; just click the top of the Date column in your account register. It's possible the transactions are in your register, but not where you thought they'd be.

4. Click the Reset button at the top of the register. This will confirm that there's no filtering in your account register.

5. Try refreshing your login session: To do this, go to Help > Refresh Sign in. After completing the log-in process, trying running a One Step Update again.

6. Go to Actions (Gear Icon) > Register Columns > Check Downloaded Payee in the account register. This allows you to search by Payee to confirm the transactions haven't been renamed unexpectedly.

7. Go to Tools > Account List and check Show Hidden Accounts at the bottom left. Confirm the missing transactions haven't been added to a hidden account by clicking on the name of any account that appears with a check mark in the Hidden column.

P