Fidelity download failures

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walter bender
walter bender Member ✭✭✭
edited June 2022 in Download, Add/Update Accounts (Windows)
Repeated one step update failures with Fidelity Investments OL-220-A, Chase, Citi and AMEX working fine. Quicken H, B & RP v R40.13 B 27.1.40.13

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  • Quicken Anja
    Quicken Anja Moderator mod
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    Hello @walter bender,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

    If you haven't already, please take a moment to review and follow the error-specific guidance found in this support article regarding error OL-220.

    I hope this helps!

    -Quicken Anja
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  • Just Me and Not Someone Else
    Just Me and Not Someone Else Member ✭✭✭✭
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    I am having the same problem this morning (4/22/2022) with Fidelity.  Worked fine yesterday (4/21/2022).  Two weeks ago I had the same problem and had to disable all my accounts and reenable them; a time consuming issue since I have numerous accounts at Fidelity.  
  • Just Me and Not Someone Else
    Just Me and Not Someone Else Member ✭✭✭✭
    edited April 2022
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    Quicken Anja  Your instructions about OL-220 is appreciated, but none of the suggestions worked to solve the download issue.  
  • Quicken Anja
    Quicken Anja Moderator mod
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    Hello @Just Me and Not Someone Else,

    Thank you for reaching out to the Community and adding to this discussion, though we apologize that you are experiencing this.

    If the instructions in the support article provided in my previous response fail to resolve the issue, then as stated at the bottom of the article, you will need to contact your financial institution for further assistance:
    • Direct Connect - You will need to contact your financial institution to resolve this issue. Quicken does not have access to the financial institution's servers to correct the problem. This may require you ask to speak with an online services specialist that handles transaction download issues at the financial institution. If your financial institution states they can't assist, an escalation with the financial institution may be necessary. 

    We apologize for any inconvenience! Thank you.

    -Quicken Anja
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  • Just Me and Not Someone Else
    Just Me and Not Someone Else Member ✭✭✭✭
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    Mr. Bender.  Since Quicken wants to blame Fidelity here is what I had to do to fix the problem.

    1)  For every brokerage type account at I have in Quicken at Fidelity and other brokerages (T.D. Ameritrade and Fidelity NetBenefits) I deactivated online access.  I tried to inactivate only the Fidelity accounts, but after I did that Quicken started throwing the same error for my accounts for accounts at Fidelity NetBenefits and T.D. Ameritrade.  {I didn't get the error message at Fidelity NetBenefits or T.D. Ameritrade until I deactivated the accounts at Fidelity.  That to me validates my assumption this is a Quicken issue and not a Fidelity issue.}  

    2)  Removed each account from mobile.

    3)  Reset my cloud data for the Quicken file.  

    4)  Reactivated online access with Fidelity and other brokerage accounts.

    5)  Then used the reset feature for one account at each of the three brokerages.  This step seems completely unnecessary since I had already disabled and reenabled the accounts, but until I tried this out of frustration transactions did not download.  

    I am sure Quicken customer support would tell you this is 100% overkill, but after 3 hours of trial and error it took all these steps in order to get transactions to download.  So much for being outside on a beautiful spring Friday afternoon.  
  • Just Me and Not Someone Else
    Just Me and Not Someone Else Member ✭✭✭✭
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    My previous fixed worked for 24 hours and then same Fidelity download issues started again.  
  • 1994
    1994 Member ✭✭
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    Same issue here. Stopped working around April 21. Quicken help has been useless and did more damage to my files than help. Of course, Fidelity blames Quicken. But I do tend to agree that it is a Quicken problem as I have two different logins at Fidelity. One works, and the other gives OL-220.
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    @walter bender  @Just Me and Not Someone Else @1994 I've got the same question for each of you, just to clarify things:
    Are you talking about Fidelity Investments?  Or Fidelity NetBenefits?  In Q, they're different entities and there's an alert about NetBenefits, but I'm having no problems downloading from Fidelity Investments 6 days a week.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Just Me and Not Someone Else
    Just Me and Not Someone Else Member ✭✭✭✭
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    My problem was with Fidelity Investments and not NetBenefits.  After a very painful week the issue finally resolved itself.  I couldn't tell you how many times I de-activated and re-activated all my Fidelity accounts and I have numerous brokerage accounts.  Probably takes me 20 minutes each time.
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