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rayseidlinger · October 2

I upgraded to R64.30 version 27.1.64.30 regarding no longer getting downloads of any of our accounts since upgrade to web connect +.

Thank you.

NotACPA · October 2

Is there a question in there somewhere?

We need a WHOLE LOT more info in order to provide any help.

rayseidlinger · October 2

I updated to the new web connect plus on 9/25. Since then I do not have any of our accounts being updated. This includes Fidelity managed accounts, IRAs at Fidelity, Our local bank accounts including savings and money markets plus checking, Retirement Voy roth IRA account, Fidelity brokerage accounts, credit card accounts.

I apologize if I am sending this to the wrong discussion group as I am not familiar with this quicken community site.

Thank you

Quicken

R64.30 version 27.1.64.30

Quicken Alyssa · October 2

Hello @rayseidlinger,

Thank you for sharing your experience, and yes, you have come to the right place!

Just to double-check: are all of the accounts that aren’t updating via Quicken handled through Fidelity?

If so, please try the following:

1. Save a Backup. Steps can be found in this article if needed.

2. Disconnect ALL Fidelity accounts in Quicken. Here are the steps on how to do that.

3. Revoke Quickens Third-Party Access from the Fidelity website.

4. Add accounts back into Quicken

Once back in Quicken, you will want to make sure you choose the "LINK to existing" option for any of the accounts that were already in Quicken.

Let us know how it goes!

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