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Fidelity accounts and Fidelity-partner accounts again in reauthorization loop!

Chuck77

After less than a week of Fidelity accounts and associated credit card accounts connecting and downloading, all accounts are once again in the same "Fix it" alerts to re-authorize all accounts and once again add all accounts.

All accounts show as authorized on the Fidelity site
All accounts show as connected on Q app
No new downloads for any of the Fidelity accounts
other accounts in Q connecting normally

HELP!

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One Step Update

Comments

Quicken Carlos

Hi @Chuck77,

Thank you for taking the time to describe what’s happening with your Fidelity accounts.

After reviewing my internal tools, I found the CP_ACCOUNT_NOT_FOUND error associated with your Fidelity accounts. Before performing any troubleshooting, I recommend creating a backup of your Quicken data file.

Once the backup has been created, I suggest deactivating and reactivating all Fidelity accounts, including any hidden or closed accounts.

To deactivate your accounts:

Go to Tools > Account List.
In the Account List, enable Show hidden accounts, if applicable.

Select the account you want to deactivate, then click Edit.
In the Account Details window, select the Online Services tab.

Click Deactivate next to the online service.
Click Yes to confirm.
Repeat these steps for all Fidelity accounts, including hidden and closed accounts.

Once all the accounts have been deactivated, I recommend reactivating them using only the primary account holder's credentials if these are joint accounts. This will establish a clean connection and may help prevent having to reauthorize the accounts each time.

To reactivate your accounts:

Go to Tools > Add Account.
Select Fidelity as the financial institution.
If prompted, choose the appropriate connection method.
Enter your credentials and click Connect.
When Quicken displays the list of found accounts, select Link next to each existing account.

Click Next, then Done to complete the setup.

I hope this helps! Let me know how it goes.

Stevemd

[Removed - Duplicate Post]

Chuck77

I have again added and reauthorized the one Fidelity account flagged as "Fix it". None of 8 Fidelity accounts are reporting downloads that are shown on the Fidelity Web site.

The one account added and reauthorized indicated successful and then went back to "Fix It" in the OSU attempt.

Logged out of Q and re-initialized. Ran OSU and same result, same account with CC-800 error and "Fix it". All other Fidelity accounts non-reporting.

Quicken Carlos

Hi @Chuck77,

Thank you for trying those troubleshooting steps.

Since you have already followed the steps outlined in our support article for resolving the CC-800 error and the issue persists, 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.

I hope this helps!

Chuck77

After the last attempt at deactivation, deallocation of access on Fidelity and adding all Fidelity accounts, all Fidelity accounts are reporting and the "Fix it" error has disappeared.

I do believe there is some interplay and lag between allowing Q-Fidelity access and that access being propagated through both systems.

Thanks for the help!

Quicken Carlos

Hi @Chuck77,

Thank you for the update! I'm glad to hear everything is working as expected. I also checked our internal tools, and all of your accounts are showing a Status: OK. For now, I recommend continuing to monitor the connection. If you encounter any error codes, messages, or other issues, please don't hesitate to reach out to us again.

We're happy to help!