Fidelity transactions not downloading in quicken classic

ldlwilson
ldlwilson Quicken Windows Subscription Member ✭✭
edited November 6 in Download, Add/Update Accounts (Windows)

Tried these steps and still no transactions since mid September

Please try the following steps below and see if it 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.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Please do TOOLS, Account List and tell us what shows in the "Financial Institution", "Transaction Download" and "Last Download" columns adjacent to each Fidelity account.

    Also, are you getting any error messages, or codes, when you try to download.

    And, have you tried validating your Q data file?

    BTW, I'm a Fidelity customer also and I haven't had any issues with my downloads. Everything (6 accounts) is coming in as expected.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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