Fidelity Issue

Bill O'Neil

Any ideas why on I have to reauthorize my Fidelity and Merrill accounts every day for the last week? This has been going on and off since last September.

Quicken Laura

Hi @Bill O'Neil,

I’m sorry to hear you’ve been experiencing these issues since last September. I understand how frustrating it can be when connectivity problems persist for such a long time.

Have you already tried fully disconnecting and reconnecting the accounts? Before proceeding, please make sure backup your Quicken file. Then follow the steps below:

1. Deactivate the affected accounts

1. Select the Tools menu and select Account List....
2. In the Account List, select the account you want to deactivate, and then click Edit.
3. In the Account Details window, click the Online Services tab.
4. Click Deactivate next to the service you want to disable.
5. Click Yes to the message confirming if you want to disable this service. 
6. Repeat these steps for each affected account.
7. Log in to your bank’s website and revoke Quicken’s third-party access (if applicable).

2. Reactivate and relink the accounts

1. Go to Tools> Add account
2. Select the bank for the deactivated account(s). If prompted, select the connection method.
3. Enter your credentials and click Connect.
4. When the list of located accounts appears, choose LINK next to each account you want to reactivate (do not choose Add, as that would create duplicates).
5. Click Next then Done on the last prompt.

Please note that there is currently a known issue related to Merrill Lynch Investments. If you continue to experience problems, please let us know whether you are receiving any specific error messages.