One Step Updates from Fidelity

Kathy Wife

I had read that there were issues with the Fidelity updates. I did the Re-authorization for my accounts and currently I am only getting 1 of the 3 accounts in the One Step Update section. I have reached out to Fidelity - they told me that everything is okay on their end with the Re-authorization that I processed. They said that I need to reach out to Quicken. So I am reaching out to you for guidance. Thank you.

Quicken Carlos

Hi @Kathy Wife,

Thanks for posting to the Quicken Community and for sharing the details of the issue you're experiencing. To better understand why the accounts are missing, I have a few questions:

• What types of accounts are missing? Are they checking, savings, credit card, or investment accounts?
• Have the missing accounts had any activity in the last 60–90 days?
• If so, do these accounts have regular income and expenses, or do they only receive interest deposits?

I look forward to your reply!