Fidelity Investments not able to sync

WStan1960
WStan1960 Quicken Windows Subscription Member ✭✭
edited June 17 in Download, Add/Update Accounts (Windows)

I recently added Fidelity accounts to Quicken. The add account function worked fine, it recognized, dowloaded transactions, and updated holdings for 3 accounts. After a couple of days i started getting a update failed notice in Quicken for Fidelity. Are other people having this problem? Is there a way to fix?

Comments

  • WStan1960
    WStan1960 Quicken Windows Subscription Member ✭✭

    Now I tried to go in and add an account. First I get this screen:

    image.png

    I select Try Again, and then I get this screen and it just hangs like this until I close it (I let it run with the circle spinning for over 30 minutes.):

    image.png
  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    What type(s) of accounts do you have at Fidelity … because Fidelity goes by multiple names in Q depending upon the account type.

    "Fidelity Investments" is for retail brokerage and mutual fund accounts, whether taxable or retirement. But "Fidelity NetBenefits" is a separate financial institution in Q.

    And I downloaded from Fidelity Investments, via Direct Connect, just now (3:32pm CDT) without problem. So you might try giving it another shot, and if that fails, contact 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 VP

  • WStan1960
    WStan1960 Quicken Windows Subscription Member ✭✭

    Yep, I've set up and see my accounts under "Fidelity Investments". It's the one that worked initially. I don't see my accounts under "Fidelity NetBenefits", and I see the accounts but nothing transfers under "Fidelity Investments & Retirement Accounts".

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