Fidelity Investment and Banking accounts missing transactions

Kurt Knudson
Kurt Knudson Quicken Windows Subscription Member ✭✭✭
edited April 22 in Errors and Troubleshooting (Windows)

Updated to latest release 61.21 and performed a one-step update.

  • A Fidelity bank account failed to update. reset account still no update.
  • A Fidelity Investment account missing transaction, specifically,
    • "Principal Payment Uniform MBS Pool" Bonds ( They were downloaded as Cash Deposits for each bond in previous releases.

Is there a way to roll back to 61.20 until fixed?

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Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Kurt Knudson,

    Thank you for letting us know you're encountering this problem. Yes, there is a way to roll back to the previous patch. You can do so by making a backup of your file, then following the directions in this article:

    https://www.quicken.com/support/reinstalling-and-patching-your-quicken-subscription-version-after-your-membership-has/

    That said, I would recommend doing some troubleshooting first. Are you seeing any error messages/codes, or is it just an issue with accounts missing transactions and/or failing to download new transactions? Is Fidelity the only financial institution you're seeing this issue with?

    Are you connected to Fidelity using Direct Connect or Express Web Connect+? To check this, please navigate to Tools>Account List. In the Transaction Download column next to the account, it should show if it's connected and what method you're using.

    transaction download.png

    I look forward to your response!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Kurt Knudson,

    I haven't seen any response from you in a while. Do you still require assistance?

    Thank you!

    Quicken Kristina

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