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Fidelity download - one of nine accounts not connecting?

Jon_since_1991

Long time Quicken user - since ~1990.

Problem with Fidelity accounts download - been downloading from Fidelity for decades; noticed a few days ago that Fid transactions were not downloading; did the reconnect process, e-signed the Fid agreement (recently updated); all accounts except one are now back to downloading normally.

The one account not downloading is my first opened Fid account, dating back to the 1990's and it is set to 'show cash in a checking acct' (shouldn't matter). On the Activate One Step Update screen, it interestingly shows the linked checking account with the full balance, not the actual Fid acct, and it doesn’t give me any options to change the account or action. Also noticed on the Account Details screen, the Account Number is blanked out; reentered it and tried the reconnect with the same result, and the account number was blanked out again.

Has anyone run into this/similar? Any suggestions?

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NotACPA

In order to help us understand what's happening, Please do TOOLS, Account List, click EDIT next to the offending account and take a snapshot corresponding to what I've shown.

Also, is there anything in particular that's different about this account vs. the others?

Jon_since_1991

Here's the account details screen - showing right side to note the account number is blank (was not previously); I restored it, went through the reconnect (same result), and acct num blank again.

Screenshot 2026-07-30 104631.jpg

Jon_since_1991

Meant to add that only difference is that acct is setup with the linked checking account.

NotACPA

Well, the account number being blank is most likely the cause … but the question then becomes WHY is it blank?

Is this just a normal brokerage type account at Fidelity? Or, is there anything particular about it there? Perhaps, is it at Fidelity NetBenefits rather than Fidelity Investments?

Also, have you tried taking a backup (just in case) and then Validating your file?

Have you tried creating a new TEST file and adding the offending account there … just to see what happens?

Jon_since_1991

Thanks for the suggestions; I've tried several things…

Yes, just a normal Fidelity Investments brokerage account (dating back to the early 1990's).

Validated file - no issues.

Super validated - no issues.

From a new blank test file, added all Fid accts - the problem acct w/ linked cash acct works/downloads as intended.

I didn't mention this as I didn't think is could be the issue, but last weekend I modified an existing brokerage account with a different brokerage firm to have a linked cash account. Is it possible that Quicken only can handle 1 brokerage account with a linked checking account (Google search says you can)? But this seems now to be the culprit. I'm implementing a work around now to call it done.

NotACPA

It's not a "2 Linked account" issue. My wife and I both have Linked checking accounts tied to our respective brokerage accounts.

What it looks like you've got is data file corruption that's beyond the reach of either Val or SuperVal. Theorizing this because of the "new blank test file".

Have you tried to do a FILE, Copy file to see if that helps. You'll probably have to re-connect any account that you download into … so start with the Fidelity accounts to see if this helps.