Trouble with Fidelity Transactions Downloading

landerca
landerca Member

Transaction downloading of my Fidelity Investments Brokerage account and linked bank account (via Direct Connect) stopped working on or about March 8. I'm using Quicken for Windows. I don't get any error messages.

I see many posts about Problems with Fidelity downloads but it's not clear to me what I need to do to try and to fix this. Any help would be appreciated. Thanks

Answers

  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @landerca,

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue.

    Before I can further assist you, I require some more information. What is your connection method with Fidelity? You can see the connection method by navigating to Tools > Account List. What exactly occurs when attempting to download transactions? Do you have other Fidelity accounts? If so, are they downloading correctly?

    I look forward to your response.

    -Quicken Jasmine

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