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Fidelity Brokerage Account Stopped Downloading Transactions

ramjack

Fidelity Brokerage Linked Investment account suddenly stopped downloading transactions. When I looked at the Quicken online status for this account, it indicated that this account was ready to be set up for downloading transactions. After successfully going through that process, Quicken Online Services indicated that this account is still ready to be set up for downloading transactions. I went through this same process again with the same results. It appears the switch to turn on this function in Quicken is not being activated. Help me, please.

I am running Windows 11 and Quicken Premier Version R68.31

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Comments

Scooterlam

Yesterday, I noticed that Quicken required me to reauthorize my Fidelity accounts. I was a bit surprised due to the fact that I had not unauthorized them in the Fidelity website. So, I (re)authorized them and was able to download successfully, yesterday - no errors.

Today, I received a CC-511 error when downloading from Fidelity Investments and I am unable to download Fidelity transactions. All other non-Fidelity accounts download normally.

Running R 68.31

Boatnmaniac

All of my Fidelity investment accounts in 2 different data files downloaded OK this morning for me. And I have not been prompted to reauthorize my Fidelity accounts for quite some time.

Since the account is set up for downloading, have you tried doing Update Now (Account Register > upper right Gear icon > Update Now) instead of OSU? Update now will sometimes work when OSU doesn't.

Boatnmaniac

BTW, I should also state that it is not uncommon for me to get a CC-5XX error code for my Fidelity accounts when running OSU on Monday mornings. I don't know if this is due to some issue with Fidelity, Intuit or Quicken. But usually (not always) Update now will work even though OSU does not.

EDIT: And if Update Now does not resolve the issue, usually waiting 12-24 hrs will result in the issue no longer being present.

This Monday morning issue, for me, most commonly occurs with Fidelity but less common I get the same issue with other EWC+ financial institutions.

Larry4

Same error, worked fine yesterday, today no Fidelity. Quicken did not ask me to re-authorize Fidelity. It did require re-authorizing Citi, twice, which is odd but Citi seems to be working. Not so for Fidelity.

Same Error for Fidelity. Windows 11, Build 27.1.68.31 . Started This morning.

aboxbaum

WOW I just spent an hour and a half on the phone with them, and they said this is not on their end, but mine, which I knew was not true. So I should have looked at this page first to let them know that this is exactly what error CC511 means. System Issue.

Scooterlam

I normally try downloading a single account as well, then I find that the OSU works on the second try….Not this time. WIll wait a day or two!

Boatnmaniac

https://community.quicken.com/discussion/comment/20567867#Comment_20567867

Generally, CC-XXXX errors are caused by something in the Intuit/Quicken/Quicken software loop. While the financial institution is generally not the cause that is not always the case. Specific to CC-511: See this Quicken Support Article—> https://www.quicken.com/support/error-when-using-online-services-cc-511/ .

OL-XXXX errors are generally caused by the financial institution but that, also, is not always the case.

Quicken Carlos

Hi All,

This issue has been escalated internally, and our support team is actively working toward a resolution. At this time, we do not have an estimated timeframe for a fix.

In the meantime, I recommend monitoring the Community Alert for updates, as we will share new information there as it becomes available.

https://community.quicken.com/discussion/7975443/new-8-3-26-fidelity-investments-cc-511-fdp-6000

Thank you for your patience and understanding while we work to resolve this issue.

Scooterlam

As of this afternoon, I am able to download Fidelity transactions.

Boatnmaniac

Fidelity completed properly during OSU this evening for me, as well. (But, then, I didn't experience this error code issue this morning either.)

Quicken Carlos

Hi @Scooterlam and @Boatnmaniac,

Thank you for taking the time to return and update this thread. I'm glad to hear everything is working again as expected!

The Community Alert is still open. Once we receive confirmation that the issue has been fully resolved, the alert will be updated. If the issue returns, I recommend checking the Community Alert for the latest information as updates become available.

Thank you!

ramjack

I still cannot download my Fidelity Brokerage Account transactions to Quicken. When I complete the process for setting up this account for download, it never changes the status in Quicken that allows transaction downloads. Quicken shows that this account is still available to be set up for downloads. My other Fidelity accounts are working as normal. For some reason, the download status switch in Quicken is not being changed.

Boatnmaniac

@ramjack - What type of account is it? Taxable brokerage, IRA, Roth IRA, HSA or…..?

Go to Tools > Account List and scroll to where that account is listed. What does it show for it in the Last Download column and in the Transaction Download column? (If you do not see these columns in your Account List, click on the Options button below the list and select Show last download time and Show transaction download status. This will add these columns to the list.)

ramjack

Account Type: Taxable linked Brokerage/CMA

Last download column shows: "not available"

Transaction download column shows: "No(Activate Downloads)"

NotACPA

Your last line of the reply denies that this particular account is enabled for download. Try re-activating it

ramjack

I completed the activate process successfully. I then checked the quicken account details regarding online services and it still shows "account is ready to set up".

aDail

I had this same issue. Followed boatnmaniac's previous suggestion to Reset Account. This has worked and I was able to get transactions successfully download just now.

cyberphile

Fidelity has a dedicated support team for Quicken. You can try calling Fidelity and asking for that team.

cyberphile

[Removed - Duplicate Post]

ramjack

Still unable to download my Fidelity Brokerage/CMA Account transactions to Quicken. Last night I deactivated the account at Fidelity and then successfully completed the Quicken process to reactivate the account with Fidelity. The online status in Quicken for this account did not change. Quicken shows that this account is still available to be set up for downloads. How do I get Quicken help with this issue?

shtevie

…and this is why I stopped downloading updates to my Fidelity accounts and enter all my Fidelity transactions manually. Its a chore but less of a pain than dealing with this every few months. And I know my numbers are accurate.

Ray

Today, I ran One Step Update. Each of my Fidelity accounts downloaded 8/4 transactions. After accepting them in each account, a Securities Comparison Mismatch popped up. I found one or two transactions on 8/3 hadn't been downloaded in each account. I created the missing transactions. Cash and securities again match.