Fidelity CC-901/Reauthorization Loop

Downloads were working, now today I am prompted to reauthorize, and I logon to Fidelity check boxes and when directed back to Quicken the process FAILS! OMG!

R64.30

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Deactivated all 5 Fidelity accounts, re-added all accounts, reauthorized, and appeared good. Next OSU, Fidelity failed CC-901, need to reauthorize!

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I already Deactivated my 5 Fidelity accounts and followed the process to Re-add & Link to my Quicken accounts after I approved the Reauthorize step.

As I stated that process seemed to work, but during the next OSU, I get the CC-901 error again and prompted to re-authorize AGAIN. This is in a Loop.

After dinner, I tried a different approach. I took the "Reset Account" action on the Online Services tab. This required resetting each of my 5 Fidelity accounts, one at a time, and logging on to Fidelity to reauthorize 5 times. I selected all 5 accounts on Fidelity screen each time. Each Reset Account action processed to normal completion. Of the 5 accounts 3 (IRA, Brokerage, New ROTH) completed, but there were no new transactions to download.

The 2 ROTHS each showed 2 Dividend received and on Fee Charged transactions in Fidelity.

One Roth all three transactions were downloaded and I accepted them.

The other ROTH, only the 2 Dividend transactions were downloaded (which I accepted). The Fee Charged transactions was not in download. I manually created this transaction to make sure Quicken and Fidelity were in agreement.

One problem I am now seeing is none of my EWC+ accounts (Fidelity, Credit Union, CITI Cards, etc) are showing a status in the "Update Summary" after I perform OSU.

Thanks for the suggestion. I renamed runtime.dat, opened Quicken, ran OSU which completed. However OSU Summary page only displayed my 2 DC accounts and none of my several EWC+ accounts. Also the EWC+ accounts usually take several seconds to process, but they completed rather quickly.

We will see how long this lasts.

You might want to look into why the Reset Account on individual Fidelity accounts worked, but the Deactivate and Add back a group of Fidelity accounts did not work.

Also not sure why the rename of runtime.dat didnt work, but the update of individual accounts did. On thing I did not try was the Update of one account and then OSU of the group to see if that fixed the OSU Update Summary.

Are there any more fixes being worked on for this WHOLE Fidelity EWC issue?

I do track that link, just have'nt seen any update since the 9/25 posting.

Areas I am concerned about are mentioned in other postings and observations I have seen with timing of Fidelity Updates.

1. Post that mentioned a IRA to ROTH conversion being processed differently.
2. Why some Fidelity transactions just dont get processed thru Quicken. (I noted this in one of my earlier posts, where 3 transactions should have processed for my two ROTH accounts. One account did, the other only process 2 of the 3 and I had to manually add the other one.
3. A better explanation from Quicken about the Handling of Cash from Fidelity. I did the process of clicking on the Cash Balance within Quicken and selected that I wanted to handle Cash as Cash not as a Money Market Fund. These options are no longer available and the Cash Management option on the Online Services is also no longer present.
4. This is a general comment and I am sure you are hearing this from lots of users. QUICKEN MUST SIGNIFICANTLY IMPROVE IT'S TESTING CAPABILITY BEFORE ROLLING THESE CHANGES OUT TO USERS!!! This is not the first DC to EWC conversion that has required a lot of fixes and research by your user group. Where were those "Lessons Learned". I am a former software developer, application analyst, project leader, IT supervisor, IT Manager and a Director of IT at a Fortune 100 company, and if we only documented Lessons from a prior bad event and did not incorporate that into a 6 Sigma project to improve our development/testing/implementation processes, many of us would not have had the long and lustrous careers that we did have. I have no idea what your internal SDLC (Software Development Life Cycle) is, but it clearly is lacking.
5. Ending on a positive note, Thank you for your diligence in trying to address my and others issues.

Larry

1. Yes that was the post.
2. I will watch for further missing transactions
3. At one time I had the options present when I clicked on Cash Balance to reset cash representation and also an option on my Online Services tab on how to treat Cash. I do not see these options now on any of my 5 Fidelity Accounts. I believe my Cash is being handled correctly now, but it has been very confusing on which options to select. I guess once I selected "Treat as Cash" those new features disappeared. When I do click on the Cash Balance in my Fidelity IRA, I get the following (screenshot). The $4.95 is correct, but why is the "Cash Balance downloaded from Fidelity Investments" equal to zero. I have checked my fidelity account and the Core Position is $4.95 which matches.