This alert has been updated to include steps for connecting Fidelity across multiple datasets.
- Go through the "Fix-It" flow in Quicken.
- When authorizing accounts on the Fidelity website, check all Fidelity accounts (including those not connected to the current dataset).
- Why? Unchecked accounts will be revoked from ALL datasets and prevent a successful update in the other dataset(s).
- After authorizing, you'll be redirected back to Quicken. From there, you can uncheck unwanted accounts and carefully link the remaining accounts.
- Repeat for each dataset.
We’re receiving reports from customers experiencing connectivity issues with Fidelity Investments, resulting in CC-501/FDP-2505 errors.
This issue has been escalated to our internal team for further investigation. We don’t have an ETA for a resolution at this time, but we’ll share updates as soon as more information becomes available.
To receive notifications when updates are posted, please click the bookmark ribbon in the upper-right corner of this page. If you don’t see the bookmark ribbon, make sure you’re signed in to the Quicken Community.
Thank you!
(Ticket #12585994/ CTP-18268)