Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Quicken stopped recognizing a Fidelity account I have used for years
eichnerdonmary
When down loading data, it places the information in a Fidelity account, but not the one I want to use. Why or what am I doing wrong?
Find more posts tagged with
Accepted answers
All comments
thecreator
Hi @"
eichnerdonmary ,
See this FAQ:
https://community.quicken.com/discussion/7307115/add-your-quicken-information-to-your-posts-plus-how-you-are-connected-to-the-internet
Has the Fidelity Account Number been changed? It may have a leading space added or a trailing space added. To the existing Register. Deactivate the Register and add it back and link to your old Register.
Boatnmaniac
Before you proceed with deactivating/reactivating your account(s), backup your data file in case something goes wrong.
It sounds like you have more than one Fidelity account. Since the data download affects two of them (the one it does not download into and the one it does incorrectly download into) I suggest deactivating both of them and then reactivating via Add Account or from one of those accounts reactivating via Set Up Now.
During this set up process you should be prompted to make sure the downloaded data is Linked to the correct accounts in Quicken. Failure to do this might result in Quicken setting up new accounts or linking the data with the incorrect accounts.
eichnerdonmary
Thanks for the tips and advice. I will give it a try when I have some clear and open time.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of