Fidelity Brokerage account not update

Hong

The Fidelity account link to the cash account not the brokerage account, so no update. I tried to redo the setup, but it said the account is already linked to the cash account. I cannot deactivate the cash account; therefore, I cannot redo the setup.

Quicken Laura

Hi @Hong,

Thank you for sharing what you're experiencing. I'd like to gather a bit more information so I can better understand your situation.

Could you please clarify the following?

• What happens when you try to deactivate the cash account? Is it because it's linked to a brokerage account and the cash account doesn't display the Online Services tab, preventing you from disconnecting it?
• When did this issue begin?
• Which account isn't downloading transactions, the brokerage account or the cash account?
• Are you seeing any error messages? If so, what do they say?

In the meantime, there are several common causes for missing transactions. Please review the following troubleshooting steps and let me know the results:

1. Has the sort order been changed in the register? Confirm that the Sort Order in your account register is by Date; just click the top of the Date column in your account register. It's likely the transactions are in your register, just not where you thought they'd be.

2. Click the Reset button at the top of the register. This will confirm that there's no filtering in your account register.

3. Try refreshing your login session: To do this, go to Help > Refresh Sign in. After completing the log-in process, trying running a One Step Update again.

4. Are these missing transactions over 90 days old? Transaction download is typically limited to the last 90 to 200 days, depending on the financial institution. If you need transaction history older than what the download contains, many banks will make this available on their website via Web Connect. To use Web Connect, you can find information here, or contact your bank.

5. Are these transactions still marked as "pending" on your bank's website? Pending transactions have been authorized by your bank but not cleared and paid from your account yet. Most banks don't allow transactions to download until the transaction clears the bank.

6. Are you using Web Connect (logging in to your bank's website to manually download transactions in Quicken)? Some banks only allow downloads to Quicken after the statement closing date, meaning that you won't see new transactions in Quicken until the statement closes. If you can't select a date range when you try to download from your bank, it means that you're only able to download new transactions after the statement closing date.

7. Was the missing transaction incorrectly matched to another transaction in the register? This is common with repeating payments made to the same payee for the same amount.

8. Have any transactions been deleted recently? Transactions won't download again after being deleted. If a transaction was deleted in error, you can re-enter it manually (if there's a large group of deleted transactions, it may also be easier to restore a backup).

9. Was the transaction moved from one account register to another? Click on All Transactions in your account bar and search for the missing transaction. If you find the transactions in an incorrect account, you can move the transactions to the correct account: just select the transaction(s), right-click, and select Move transaction(s). Select the correct account and click OK.

10. Was an older backup restored after you accepted the downloaded transaction(s)? The backup file will restore account information up to the date it was created, which may be before the missing transactions were downloaded.

I look forward to your update.