Unable to link to Fidelity Investment account

carbuff

I want to add a new Fidelity 401k account in Quicken. I created the account in Quicken, and I now want to set up the online link with Fidelity. From the account register, I click "Set up Download" which brings up a window to search for my financial institution. I search for Fidelity and select Fidelity Investments. Click next, and get the screen for me to give permissions (consent) to access my data. I click continue. Then I'm told Fidelity needs to authorize my accounts, so I click the 'sign in' button.

This is all as I expected so far. Quicken then opens a browser window to Fidelity where it presumably would ask me to log in. But instead, I get a message, "Try again. Sorry, we can't link your account right now. Try again later."

I have been trying for over a week and receiving the same response.

I attempted to clear cookies from my browser, that didn't help. Then I cleared the browser cache. Again, no difference.

I am using Firefox as my browser (latest 152 release). I'm current on Quicken release (Premier R67.10). I'm up to date on Windows 11 Pro 25H2 installation.

My other online accounts are currently working ok.

I have had other Fidelity accounts linked in Quicken in the past, but those accounts have been closed.

Are there known issues at the moment with Fidelity? I tried searching and found a few topics, but basic linking didn't seem to be a known problem…

[Edited - Readability]

Quicken Laura

Hi @carbuff,

Thank you for reaching out, and I really appreciate the detailed information you shared. It’s very helpful.

As a next step, I recommend temporarily disabling any VPN, antivirus, or other security software you may be using, as these can sometimes interfere with the connection. Once disabled, please try the process again.

If that doesn't make a difference, you can also try changing your default web browser and then test the issue again.

Change your default browser and try again.

1. Open Settings by selecting the gear icon from the Start menu.
2. Select Apps from the left menu, then click Default apps.
3. Under Set defaults for applications, search for your preferred browser, such as Google Chrome or Firefox.
4. Select the browser, then click Set default at the top of the screen.

Please let me know how it goes. I look forward to your update!