Having trouble syncing 3 Fidelity accounts with Quicken

System
System Member admin
edited November 11 in Download, Add/Update Accounts (Windows)

This discussion was created from comments split from:

What’s Going On Between Fidelity and Quicken?

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  • josie0
    josie0 Member ✭✭

    How can I get help to synch Quicken with Fidelity accounts? Three accounts have NOT been working properly since July 29th!!! I have been watching and reading posts be see no clear solution. Shouldn't a fix have occurred by now???!!!

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @josie0,

    Thank you for reaching out. I moved your post to a separate discussion. To help troubleshoot, please provide more information. How are your accounts not working properly? Are you seeing any error messages/codes? If not, what exactly is happening?

    If you prefer real-time assistance, you can also reach out to Quicken Support directly. Their contact information can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday. Chat support is available from 5:00 am PT to 5:00 pm PT, 7 days a week.

    I look forward to your reply!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • Bob@45
    Bob@45 Member ✭✭✭✭

    My quicken advisor pointed me at https://www.fidelity.com/customer-service/faqs-exporting-account-information which includes the information:

    • If you need further assistance downloading your Fidelity account information into Quicken® or QuickBooks®, please call Fidelity at 800-544-7931 and a specialist will be able to assist you.
  • Movie Nut
    Movie Nut Quicken Windows Subscription Member, Windows Beta Beta

    @Bob@45 Thanks, I will give them a call on Monday.

    "No Matter Where You Go, There You Are"
    Windows 11 Pro, Quicken Subscription
    Intel Core i7-12700, 32GB Ram
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