Will Quicken Ever Fix the Fidelity Download Issue?
If you delete and re-add the accounts, it will download once. After the recent software update, it worked once. Afterwards, it's back to the same error:
"Parse error. Current object: INV401KBAL Missing Tag: TAG UNKNOWN"
Is the problem with the data coming from Fidelity or Quicken's inability to handle it?
Comments
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I'm not having, have never had, any problems downloading from Fidelity Investments … but then I've never had a 401k with them.
Fidelity has multiple names in Q, which are you using and which download method? Do TOOLS, Account List for this info. If the "Financial Institution" column isn't showing there, it can be added via the Options button at the bottom of the dialog.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Quite a few folks have reported issues downloading from Fidelity. I have no problem with any other download accounts - only Fidelity. It works a few times and then stops working. This is a recent issue that began in September.
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Didn't respond to a single question that I asked.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
It's direct connect with Fidelity Investments. It works fine the first time, adds the account(s), and even downloads transactions. It then stops working out of nowhere and nothing makes a difference to get it going again. Too me, it's clearly some kind of bug when there is an error parsing the JSON or XML (or whatever) data.
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Neither JSON, nor XML is used when downloading via Direct Connect. QFX is used, Q's proprietary format.
Have you tried Validating your file? SuperValidating? Because this sounds like either a data file error or corrupted program file. Have you tried re-installing?
And, have you tried contacting Q Support via the link at the top of this page?
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Just to be clear, is it Fidelity Investments or Fidelity Netbenefits?
I have don't have any issues getting OSU's from Netbenefits (Direct Connect).
I also have an individual account at Fidelity. That ones does not have a connection but does allow downloads in Quicken format (Web Connect).
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Or are you talking about Fidelity - Investments and Retirement Accounts which is an EWC+ connection? This one is known for having significant reliability issues, both with data and with connections.
Quicken Classic Premier (US) Subscription: R59.10 on Windows 11
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It's not Fidelity Netbenefits; just Fidelity Investments. Their self 401k is just a brokerage account.
After the recent Quicken update, it worked one time and I was thrilled with the hope that the issue had been corrected. Unfortunately, that was a one-time thing.
I have not tried support as I assumed that I would get better help from the community.
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"'I have not tried support as I assumed that I would get better help from the community."
And how has that worked for you so far???
Contact Support.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP1 -
..and with no change on my end, it's suddenly working again as of yesterday.
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I'm glad it's working for you, again.
I know weekends can often be "challenging" for downloading financial data because that is when financial institutions most commonly do system maintenance/repairs/upgrades. Even when there are no system issues at the investment companies, there will usually be no mutual fund price updates from Saturday morning until Monday after 6:00 pm (Central time)…a nearly 3 days period of time. You might already be aware of this but I thought I'd mention it just in case.
Quicken Classic Premier (US) Subscription: R59.10 on Windows 11
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This problem belongs to Fidelity. Their powers-that-be have decided to not download transactions in investment (not NetBenefits) accounts. I have been working with my advisor there to see if they will change it back. Since I use a brokerage account as a checking and spending account, I must be able to download transactions into Quicken. So I'll give Fidelity a few more days, then I'm off to Schwab.
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"Their powers-that-be have decided to not download transactions in investment (not NetBenefits) accounts."
ABSOLUTE [Removed - Language]. I download from Fidelity Investments, 6 accounts, via Direct Connect Mon-Sat.
And @BobLPhD hasn't posted anything else in this forum … so there's no telling what his issue is.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Well, there are more than a few Fidelity websites, depending on the investor type and the investment.
As an "individual" investor I use accounts.fidelity.com for the portal. There's no OSU connection (it's Web Connect) but it does allow me to download a .QFX file for my transactions so that works for me.
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"accounts.fidelity.com" is NOT listed in FIDIR.TXT as a supported website for downloads into QWin.
SO, when you do TOOLS, Account List … what shows in the "Financial Institution" column as the FI name that you're using? If that column isn't visible, it can be added via the Options button at the bottom of the dialog.
And NONE of the FI's listed at that URL are shown as being Participating FI's in FIDIR.TXT
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Mine say "Fidelity Investments Institutional". Transaction download say "Yes, (Web Connect)".
Once upon a time it was the "institutional.fidelity.com (or something like that). Fidelity changed the portal a while back (don't recall how long ago).
I'm OK with it like this. The QFX file properly lists the transactions. Since I have valid tickers for each fund, it even updates the current prices. :)
Also looks like the OP's issue resolved itself.
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The URL listed in FIDIR.TXT for "Fidelity Investments Institutional" isn't "accounts.fidelity.com"
Fidelity Investments Institutional https://advisor.fidelity.com/ (800) 522-7297 https://advisor.fidelity.com/ ACTIVE INVESTMENT&WEB-CONNECT
And, as you've noted, the only available download method is Web Connect.Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
I've posted on this before AND engaged Q support and pretty much gave up. This has been a problem for well over a year. Fidelity downloads worked fine for YEARS. Then all of a sudden it started intermittently failing. This cycle is continuing - works fine for several days, then fails for several days, then works fine for several days, and so on.
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Which Fidelity? And what is the connection method? There are several and some of them work better than others. you can get this information from the Online Services tab of Account Details.
What type(s) of account(s) are you having this issue with?
…intermittently failing.
Please clarify what you mean by this. Are you getting an error code or error message and, if so, what are they? Or what is happening….specific details, please.
Quicken Classic Premier (US) Subscription: R59.10 on Windows 11
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Yep. Stopped working again today. :)
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