Fidelity Account not Activating Correctly in Quicken

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JWise
JWise Member ✭✭
in Download, Add/Update Accounts (Windows)
When trying to activate a Fidelity account, I pick one of three accounts. The connection process completes without error. Afterward, that account is not correctly linked and transactions are not downloaded. If I go to reset the account, the wrong account is linked/suggested in the reset screen. No amount of resetting is fixing this.

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  • Quicken Francisco
    Quicken Francisco Alumni ✭✭✭✭
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    Hello @JWise

    Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with fidelity.  I'm wondering here if we might need to disconnect all of the accounts you have at Fidelity. Once we've disconnected them we'll want to add them like they're new accounts as it will create a new connection that should ideally let us get everything sorted. I'll leave steps on how to do so down below.

    First we'll try deactivating all of the accounts for the affected FI. You can do so by following the article listed down below.

    https://www.quicken.com/support/deactivate-online-banking-services-quicken-account

    Once all the accounts are deactivated go ahead and follow the article here on reconnecting the accounts.

    https://help.quicken.com/pages/viewpage.action?pageId=3216277

    Once you get a chance to try these steps, please let us know what you find.  From there we'll better understand our next steps/options.

    Thanks,

    Quicken Francisco


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