Update Merrill and Fidelity Accounts

LeslieG

Not downloading Investment accounts from Fidelity and BOA Merrill. Spent hours! Quicken support did not help.

Quicken Carlos

Hi @LeslieG,

Thanks for taking the time to reach out to the Quicken Community. To help us determine why the transactions are missing, could you please confirm whether you've already followed the troubleshooting steps outlined in our support article about missing transactions? If not, I suggest following the steps below in order.

Be sure to follow these steps in order:

• Go to Edit > Preferences > Downloaded Transactions. The option Automatically add to banking registers needs to be unchecked.
• Refresh your online account information by clicking the Actions Gear Icon on the upper right of the register, and select Update Now. Follow the on-screen instructions to complete the update.

• Confirm that the Sort Order in your account is by Date; just click the top of the Date column in your account register. It's possible the transactions are in your register, but not where you thought they'd be.
• If applicable, click the Reset button at the top of the register. This will confirm that there's no filtering in your account register.

• 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.
• Go to Actions (Gear Icon) > Register Columns > Check Downloaded Payee in the account register. This allows you to search by Payee to confirm the transactions haven't been renamed unexpectedly.
• Go to Tools > Account List and check Show Hidden Accounts at the bottom left. Confirm the missing transactions haven't been added to a hidden account by clicking on the name of any account that appears with a check mark in the Hidden column.

I look forward to your reply!