Why does my Quicken Program close out after I try to upload data from Fidelity

aieild

For the last two days, when I try to update my Fidelity Investment Files, the program stops, and a Quicken message pops up: "Quicken Crash Report." The box asks for my email address, a description of what I was doing before the crash happened, and includes report details of the files impacted. Is it safe to respond? Will I be able to update my data afterward?

[Edited - Readability]

Sceptic

@aieild yes, it is safe to submit the Quicken Crash Report. The report helps Quicken's developers identify and troubleshoot the cause of the crash. Providing your email address is optional, but it gives Quicken a way to contact you if they need additional information.

Submitting the report itself does not fix the problem immediately, nor does it guarantee that the update will complete successfully afterward. It simply sends diagnostic information about the crash to Quicken.

Since the crash occurs specifically when updating Fidelity accounts, I'd recommend:

1. Make a backup of your data file.
2. Run File → Validate and Repair File and review the VALIDATE log for errors.
3. If the issue persists, try File → Copy or Backup File → Create a Copy or Template and test updating in the copied file.
4. Verify you are running the latest Quicken release (Help → Check for Updates).
5. If the crash continues, contact Quicken Support and mention that Quicken is consistently generating a crash report during Fidelity account updates.

Note: if you make a Quicken Copy in step 2, you will need to reactivate online connections for all your accounts. To create a Quicken Copy:

1. Select File → Copy or Backup File.
2. Choose Create a copy or template and click Next.
3. Select Create a copy of your current file.
4. Accept the default date range (or specify one if desired).
5. Save the copy with a new file name.
6. When the process completes, open the copied file.
7. Reactivate online connects for the affected (or all) accounts.
8. Test the issue in the copied file and run One Step Update.

If the issue does not occur in the copied file, then use it as your Quicken data file ongoing.

If you are not comfortable with making the Quicken Copy, and the other steps don't resolve the issue, I would then recommend skipping that step and contacting Quicken Support. https://www.quicken.com/support/search-opt