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Fidelity Account not recognized in Quicken

len1940

One of my Fidelity Accounts numbers was changed due to unauthorized access. When I attempt to download to Quicken only the old account number is recognized, in Quicken, even though the correct (new) account is in the list to chose from in Fidelity when resetting the access in Quicken. The old account number is not even listed in Fidelity's list to chose from

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NotACPA

WHICH Fidelity? Fidelity Investments, OR Fidelity NetBenefits?

Have you disconnected the account from download, in Q?

When you do TOOLS, Account List, and click EDIT next to the account, what shows as the last 4 digits of the account? Old number or new?

gtgerbo

For what it's worth, I have found that the account number stored in Accounts Details throws Quicken off when attempting to reactivate on-line services. Sometimes I have to clear the Account Number field.

Try again but before you do, click on the Fidelity account that is not working. Click on the settings button (upper right-hand corner). Click on "Account Details." Next, click on the "General" tab and clear the "Account Number" field (or delete the account number). Click "OK."

You might need to clear the Financial Institution too.