Need a better description of "Action Required" for Fidelity Accounts
I’m running Quicken Classic Premier Version R53.32 Build 27.1.53.32. I’m getting an error on OSU for my Fidelity Investment Accounts. I received an email telling me I can fix the Fidelity connection in two minutes by updating my Fidelity accounts in Quicken. The instructions say I’ll be asked to reauthorize the accounts. I’m not getting a reauthorization request. I'm getting an error with no details. The FAQ link in the email appears to be for a web version not the classic desktop version. All four of my investment accounts are using the “Direct Connect” Connection Method. Can I just do a “Reset Account” for each? Do I need to deactivate and then activate each of these accounts? My biggest fear of this second option is I’ll download 6 months of transactions and spend a full day deleting. I guess I could make a full backup copy and then do a trial/error and restore if it screws up things. I prefer to have Quicken spell out in more detail what we’re supposed to do!
Best Answer
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Thanks NotACPA! I just downloaded and installed the latest release. I'm now being asked to Reauthorize my Fidelity accounts. I think this gets me over my short-term issue. I need to circle around and find out why my app wasn't updating. That's an issue for another day.
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Answers
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When you do HELP, About Quicken, what shows as your "Membership Valid thru" date? Your version is so old that I'm a bit surprised that it can still download.
And, re: Fidelity's conversion from Direct Connect to Express Web Connect+, I'm not converting until I'm forced.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP1 -
Here's what I'm seeing in the about window as well as when I click on the "Check for Updates" option. I thought it updated itself automatically whenever I run OSU. Evidently that's broken too as I can't recall the last time I saw it update itself.
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Thanks NotACPA! I just downloaded and installed the latest release. I'm now being asked to Reauthorize my Fidelity accounts. I think this gets me over my short-term issue. I need to circle around and find out why my app wasn't updating. That's an issue for another day.
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Are you running Q Canada? Because the latest US Build is R64.30
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP-1 -
I am also using US Quicken Deluxe for Windows R53.32 and says no updates available. I also still have an active Subscription. How can I get Quicken to automatically update using the "check for updates"?
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I had to manually download from https://www.quicken.com/support/how-do-i-download-quicken-quickencom-after-i-buy-it/ Be sure you download the US version assuming that's where you're at.
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