Fidelity Transactions Not Downloading

jgblount · September 17

About 2 weeks ago my Fidelity transactions - all accounts - stopped downloading. I've reset the accounts & re-approved the accounts but nothing is happening.

Quicken Alyssa · September 18

Hello @jgblount,

Thank you for sharing your experience. Fidelity transactions not downloading is definitely frustrating.

After reviewing your account internally, I can see that you are on the latest release, so that's a good start!

With Fidelity being a bank that uses the Express Web Connect+ connection method, I think the best steps to take here would be 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.

Do let us know if this resolves the issue you are having.

jgblount · September 18

Thanks for the reply. It make take me a few days to find the time and courage to try that, but I will and will let you know how it goes. Thank!

Quicken Alyssa · September 21

@jgblount,

That is completely valid. Rest assured we will be here if/when you need more help!

Thank you.

jgblount · October 11

Hey Alyssa,

I'm stuck on "Revoke Quicken's Third Party Access". Do you have a step-by-step on that one?

Thanks

Steve360@ · October 11

I'm not getting transactions downloaded in my HSA since the beginning of October. And in my brokerage account I had one dividend transaction come in ok but another one went straight to my cash account and wasn't recognized as a dividend. I have deactivated my accounts so many times and every time I do it it leads to more problems where I receive 3 months of duplicate transactions that need to be manually deleted. And the last time I did it I was getting an error on the authorization page from Fidelity about trying to access a deleted dataset.

I will say my other Fidelity accounts (their credit card from Elan as well as 2 traditional IRAs and 2 Roth IRAs appear to be working correctly. My 401(k) had not been downloading quotes from their non-public funds up until yesterday so I hope that issue has been fixed.

jgblount · October 11

Figured out how to revoke access, but it just doesn't work. Quicken goes through lots of questions about SPAXX and cash balances but every time I get a "Quicken server side" error. Very frustrating. I have 11 Fidelity accounts that have been dead in Quicken for months. Options? Thanks

Quicken Alyssa · October 13

Hello @Steve360@ & @jgblount,

Thank you both for adding to this thread with more details.

It sounds like both of you have at least one account with missing transactions. Please check out this Support Article related to this. As stated in the article, if the steps don't resolve the issue, please contact Quicken Support directly for further investigation and possible escalation.

@Steve360@,

I am happy to hear that your quotes have now been downloading successfully.

As far as the 90days of duplicates go, when you disconnect/reconnect, this can happen. This is mentioned in this Support Article, if you want to take a look. A way to make the handling of these easier is to turn automatic entry off. This way you can choose what actually gets entered into the register, and you can more easily identify the duplicates and delete them.

Hope this helps!

Fidelity Transactions Not Downloading

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