Fidelity accounts not downloading transactions

jeffrub27
jeffrub27 Quicken Windows Subscription Member ✭✭

I have a new Quicken Deluxe installation and have attached several Fidelity accounts. That process worked fine, but it is not downloading any transactions. I found online a suggestion to deactivate the account and try again, but it says I have transactions that need to be accepted, but I do not see any. I have also tried to reset the account, delete the account and add it again etc. But nothing seems to work.

Comments

  • Quicken Anja
    Quicken Anja Moderator mod
    edited September 3

    Hello @jeffrub27,

    Thanks for providing the details. Please review and follow the guidance in this support article.

    Pay particular attention to the section titled “What if Quicken tells me to accept downloaded transactions before deactivating an account?"—it addresses exactly the situation you’re encountering.

    Let us know how it goes!

    -Quicken Anja
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  • Amy1234
    Amy1234 Quicken Windows Subscription Member

    Fidelity downloads aren't working since they "updated" to the new secure connection. It probably isn't something you are doing.

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