Quicken Fidelity communication change download issues

rayseidlinger
rayseidlinger Member ✭✭
edited November 8 in Download, Add/Update Accounts (Windows)

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

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Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @rayseidlinger,

    Thanks for sharing the details. I completely understand how frustrating it can be when Fidelity transactions aren’t downloading properly.

    Upon checking your account, you are encountering an internal FDP-350 error, which generally indicates that Quicken needs to be re-authorized with Fidelity. Please try the steps below and see if this resolves the issue:

    1. Create a backup of your Quicken file first.
    2. Deactivate all Fidelity accounts in Quicken.
    3. Revoke Quicken’s third-party access from your Fidelity account on their website.
    4. Reactivate the accounts in Quicken. When you’re redirected to the Fidelity site and then return to Quicken, make sure to select “LINK to existing” for any accounts that were already in your file.

    Let us know how it goes!

    -Quicken Anja
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  • rayseidlinger
    rayseidlinger Member ✭✭

    This error, internal FDP-350, on looking up on the internet says

    FDP-350 error while refreshing accounts in Quicken for Mac

    The FDP-350 error in Quicken for Mac occurs when the security token has expired, requiring users to reenter their account credentials. …………….."

    I have windows 10 desktop. Is this a valid error for windows also.

    Thank you.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @rayseidlinger,

    Yes, the FDP-350 error is valid for Windows as well. The difference is that on Windows, the error doesn’t display externally within the program the way it does on Mac, which is why there’s currently only a support article for Mac.

    The steps I provided earlier should resolve the issue with your Windows program.

    Hope this clarifies things for you!

    -Quicken Anja
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  • rayseidlinger
    rayseidlinger Member ✭✭

    Thank you.

  • Quicken Anja
    Quicken Anja Moderator mod

    You're welcome!

    -Quicken Anja
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  • Daniel Hoefflin
    Daniel Hoefflin Quicken Windows Subscription Member ✭✭✭
    https://community.quicken.com/discussion/comment/20513100#Comment_20513100

    I have followed these steps over and over. IT STILL DOESN’T WORK. Please get Fidelity and Quicken experts in the same room and fix this. I’ve been disrupted since August, and these steps do not solve our problems!

  • rayseidlinger
    rayseidlinger Member ✭✭

    Today's Download My wife and I both have master cards thru Synchony, Sams club. Today, the payment on my Mastercard was entered into the register as a payment on my wife's Mastercard. I therefore had to go to my bank's website and verify the payment was to my credit card, not hers.

    This has not happened previously , until our until change to web connect plus due to Fidelity/Quicken conversion for our Fidelity accounts. Both my bank and our Mastercards are express web connect, not plus.

    I am not sure why this communication would be a problem since the communication from both ends is express web connect, not plus, as noted previously.

  • rayseidlinger
    rayseidlinger Member ✭✭

    Additionally, when I go to the account list, only 1 of our accounts shows a last download date even though our checking, savings accounts etc. have downloaded data (incorrectly to the wrong synchrony master card account). Only 1 credit card account shows a last download date, today's date.

  • mickkassem
    mickkassem Member ✭✭✭

    Did anyone get the suggestion above to work?

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    Thank you for taking the time to report this issue.

    If the troubleshooting instructions above fail to resolve this issue, then please contact Quicken Support directly for further assistance. Our support agents will need to collect and review your log files and escalate this further if needed.

    Thank you!

    -Quicken Anja
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This discussion has been closed.

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