Fidelity Transactions Not Downloading

I gave up; moved my Fidelity accounts to Schwab.  Sad, but I need to be able to download transactions daily.  We have a lot of accounts.  Given how prevalent personal information is stolen and accounts are hacked, I need to be able to download transactions daily to review their validity.  In the past, I've discovered many credit card issues and I expect one of my other financial accounts will be hacked some day.  Certainly, am not getting what Quicken has promised in my subscription.  What is also sad is that might one day a hovering lawyer see all this and go after Quicken with a mass tort or class-action?  Probably a few of us could prove harm.

> @"robert W" said:
> WORKAROUND - I have found a way to allow for Fidelity downloads from accounts that show that they think they are using the EWC+ method of connection (see my earlier posts). This is not for the faint of heart, so make sure you make a backup before you start, but it worked for me - finally.
This DID NOT work for my Fidelity or Etrade accounts.

>
> Step by step:
>
> 1) Make sure the broken account's online update is deactivated and that the account number is deleted
> 2) Create a new brokerage account with a different name from the broken account
> 3) With the broken account window open, click the gear icon and select "move transactions".
> 4) Select all (there is a button at the bottom of the window), and select the name of the new account from the pulldown menu at the lower right side of the window.
> 5) This is the scary step. Push the move button. Quicken will give you a couple of warning and notification messages, move the transactions, and run a file validation. This can take a few minutes.
> 6) When this is over, the transactions should be in the new account and the old account should be empty.
> 7) At this point, I used the "delete account" button in the general tab of the account details window to delete the old account, though I am not sure this step is necessary here.
> 8) Use the "Add Account" tool in the Tools menu to add a Fidelity account. You'll have to use your Fidelity Quicken logon credentials here. After it connects to Fidelity, you should see all your Fidelity accounts listed. The ones that are not broken should appear as "do not add to Quicken" (as they are already added. But the broken account should give you the option to link the new account to the account that was not downloading.
> 9) Connect these accounts and be hopeful.
>
> In my case, when the download was over, Quicken told me it imported 2296 transactions. It actually imported transactions going back to July, but the ones that were already in my account were already matched, and only the ones that had not yet been imported were "new". I accepted all, and the transactions were imported properly. There was no duplication - the "matched" transactions did not import and the "new" transactions did. The account balances at the end were correct. I did a quick comparison of lot history in Quicken against the lot history at Fidelity itself, because I almost always sell lots using specific shares, and the lot histories appear correct. I am going to do more work on this, and will let you know if I find any problems, but at this point, I feel like this has worked for me.

I have a download issue with fidelity account - ever since added the Chase program. What is the solution - it's now been 3 months and I haven't received any information from Quicken on a fix for this. I do not want to spend my time exploring options that may or may not work - this is obviously affecting others, This is a Quicken issue. What's the resolution??.

I am having the same problem with Fidelity - no downloaded transactions since Oct 03. Any real solution? Thanks

I cancelled auto renewal of my subscription to Quicken. I have Chase, Bank of America and Fidelity accounts. I will not renew unless the situation improves. Meanwhile I am actively looking at replacements.

[Removed - Disruptive]

As you can see from the 7 pages that follow that supposed solution it does not work.  What concerns me is that you are jumping into this thread, not having read it and not understanding what the issue is, and suggesting that the issue is user error or that there is some straightforward user-side fix.  Quicken needs to understand that it needs to fix this.

> @Quicken Janean said:
> Hi All, I am very sorry for the continued delay and lack of communication regarding the issues you have been experiencing with Fidelity. I have reached out for more information and our engineers and software developers are aware of the issues you are experiencing and are looking into it as well as working on a resolution. We do not have an ETA, however, this has been escalated. 
>
> What is really helpful to us is if you are experiencing issues with Fidelity and downloading transactions, please share in detail what steps you have taken to troubleshoot this issue, what steps were taken that caused the issue, what connection method you are seeing and to submit the issue via HELP> Submit a problem, if you have not already. 
>
> I hope to have more details soon but I wanted to let you all know we are aware of the issue and hope to have it resolved soon. Thank you. 
>
> -Quicken Janean

I just attempted another sync with just Fidelity and then submitted a new problem report.

This forum has been illuminating, and frustrating, for those of us with Chase and Fidelity accounts. It is pretty clear that this is what happened:
1. We had to re-authorize Chase for the new download method.
2. In the course of re-authorizing the Chase accounts, it erroneously linked the accounts to one or more of our Fidelity accounts.
3. The Chase authorization was eventually fixed, and Chase downloads work again.
4. The Fidelity account transactions have NOT downloaded since the error described above in #2.
5. The problem is NOT with Fidelity Investments. If we create a whole new Quicken file, and add the Fidelity accounts, the transactions download normally.
6. Anything I have tried to fix the Fidelity accounts in my Quicken has not worked. I have deactivated online update from every Fidelity account (1 have 11 active accts, including IRAs, brokerage, checking, managed accounts, etc.), and re-activated online update.
7. I was able to restore a backup from before all this happened (early September for me), and downloads work. But now I am faced with updating 3 months worth of transactions, many of which are things like payments to credit card or investment accounts that must all be manually re-classified.

QUICKEN -- YOU KNOW WHAT THE PROBLEM IS. Provide a fix to un-corrupt the Fidelity accounts that got corrupted by the faulty Chase update. We have seen 3 months of "we are working on it." NOT GOOD ENOUGH.