Superfluous Financial Institution after Import Update to Fidelity

nsosdian
nsosdian Quicken Windows Subscription Member ✭✭
edited October 25 in Download, Add/Update Accounts (Windows)

I am using R64.29 and have a Fidelity account with a linked checking cash balance and a Fidelity IRA, both using Express Web Connect+. Somehow I have ended up with the financial institution "zzz-Fidelity Investments - DC" for the linked account but the financial institution "Fidelity Investments" for the IRA. When the connection method for Fidelity was updated recently, I had to reauthorize by logging in to Fidelity directly, which I did. However, Quicken keeps asking me to reauthorize "zzz-Fidelity Investments - DC" each and every time I try to update. I have tried everything I can think of to change "zzz-Fidelity…" to "Fidelity" and delete the extra FI but have been unsuccessful. Disabling online access doesn't do the job. Any suggestions?

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Comments

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @nsosdian,

    Thank you for sharing your experience, and I can understand your confusion.

    First, let's see if we can disconnect that linked account. You can find steps for that process here.

    Once that is done, let's check to make sure the account is still linked. Here is a Help Article on how to link a cash account, if needed.

    I hope this helps.

    Quicken Alyssa

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  • TexasChuck
    TexasChuck Quicken Windows Subscription Member

    this morning's update, sep 25, completely stopped everything from updating. What are these updates doing?

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @TexasChuck,

    Thank you for adding to this discussion!

    We do have a Known Issue this morning; this could very well be what you are experiencing. Please bookmark the alert to stay up to date on changes, and then try updating your accounts again later.

    Thank you.

    Quicken Alyssa

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This discussion has been closed.

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