Fidelity 401k account balance not updating

Question

Quicken for Mac Version 9.1.0 (Build 901.61320.100)

I've noticed recently that after running an online update of all my online Quicken accounts, my Fidelity 401 (k) balance is not updating.  I know there are some known issues with Fidelity connection, but not sure what to do about it.

Any help would be appreciated.

[Edited Readability]

Quicken Carlos · Answer

Hi @rml,

Thanks for joining this thread and for trying the troubleshooting steps outlined above.

Since the issue persists, the next step is to escalate it. I recommend contacting Quicken Support for further assistance. They can guide you through additional troubleshooting in real time and, if necessary, escalate the issue for further investigation.

Phone support is available Monday through Friday, from 5:00 AM PT to 5:00 PM PT.

Chat support is available during the same hours, 7 days a week.

This type of issue may require our support agents to review your log files to identify the cause and work toward a resolution.

I hope this helps!

rml · Answer

Same problem since 9.1.0.  Price for IBM 401k at Fidelity (TARGETRETIREMENT2025) not updating.  I have to update it manually.  Tried all suggestions with no effect.  Other Fidelity accounts update just fine.

Quicken Laura · Answer

Hi @DaveA1918,

Thank you for reaching out.

At this time, there are no known issues involving missing Fidelity transactions. I recommend following the troubleshooting steps outlined in our support article below. Please be sure to complete them in the order listed:

Be sure to follow these steps in order:

1. In the affected account, click the Settings icon in the bottom right corner of the screen. Go to the Downloads tab and, under Transaction Downloads, confirm Download all available transactions is enabled.

2. Refresh your online account information by clicking on the Update Icon, located on the upper left-hand side of Quicken. Follow any on-screen instructions to complete the account 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 Clear Filters button to the right of the account register’s filter dropdowns. This will confirm that there is no filtering in your account register.

5. Click Columns in the bottom right of the register, then check the Statement Payee box. This will allow you to search for the downloaded Payee name to confirm that a transaction was not renamed unexpectedly.

6. Go to Accounts > Hide and Show Accounts…. You can confirm if missing transactions have been downloaded into a hidden account by unchecking the Hide In Lists box next to the account that is marked as hidden.

Please let me know how it goes.

Thank you!