Fidelity account not found by quicken?

JMDSDG
JMDSDG Quicken Windows Subscription Member ✭✭
edited September 10 in Errors and Troubleshooting (Windows)

windows 11 enterprise, quicken version R63.21, build 27.1.63.

i have an existing fidelity HSA that has been and continues to successfully download transactions. i used the complete tracking option. however, i just opened a regular fidelity brokerage taxable account and when i try to setup the online capability it will not find the new account. the authorization window after my fidelity login shows both accounts but when i go back to quicken I only get the option to connect the existing HSA account.

Any suggestion on getting the new account into quicken are appreciated.

Best Answers

Answers

  • Jeff76
    Jeff76 Quicken Windows Subscription Member ✭✭✭✭

    I'm assuming you added a new account into Quicken and named it with a different account name like Fidelity Brokerage Account and set it up to receive downloads from Fidelity for that account.

  • JMDSDG
    JMDSDG Quicken Windows Subscription Member ✭✭

    Hi Jeff

    Your assumption is correct. In Quicken, the new brokerage account has a unique name different from all other existing accounts.

    I was about to submit the above response and i thought let me give it one more try. I created a new quicken backup and then reset the existing Fidelity account. It found the second account! I done it a couple of times now and the balances all match. I will never understand why it did not work yesterday but am content until the next isue.

    Thanks for the response.

  • Jeff76
    Jeff76 Quicken Windows Subscription Member ✭✭✭✭

    I'm just glad it works for you now!

  • Jeff76
    Jeff76 Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓

    BTW, you might want to mark this question as answered, to close this post.

  • [Deleted User]
    [Deleted User]
    Answer ✓

    @JMDSDG I have seen a few posts about new accounts not showing up as available. They always eventually show up. I think it sometimes it just takes a couple of days (or more) for new accounts to show up for Quicken.

  • JMDSDG
    JMDSDG Quicken Windows Subscription Member ✭✭
    Answer ✓
    https://community.quicken.com/discussion/comment/20503244#Comment_20503244

    Thanks, I was not aware of this feature.

This discussion has been closed.

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