Fidelity download failing

dave.1234
dave.1234 Quicken Mac Subscription Member ✭✭
edited November 17 in Download, Add/Update Accounts (Mac)

Fidelity downloads worked fine for many years. A few months ago, Updates stopped requesting Fidelity credentials (I do not store bank passwords in Apple's keychain) but continued working normally. This month the Update / Reconcile process just failed.

When I tried to reconcile a money market account, Quicken began adding large disabled transactions to the register, like opening balances or something, and asking me if it was OK to enter them. What is it doing / thinking?. The money market account would not reconcile.

I disconnected and closed all Fidelity accounts to recreate. Quicken recreated the money market account with $0 balance and when manual update was requested, it began asking for the password from an unrelated bank account. What is it doing / thinking?

It recreated and initialized a Fidelity cash (brokerage) account without issue. It cannot update the money market.

If anyone sees a solution for this Time $ink, please advise.

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Answers

  • dave.1234
    dave.1234 Quicken Mac Subscription Member ✭✭

    After consulting the I Ching, my system is again workable.

    This case can be closed. Thanks for listening.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @dave.1234,

    Thank you for sharing your experience. I'm glad to hear you were able to resolve the issue. If you don't mind sharing, what steps did you take to resolve the problem?

    Thank you!

    Quicken Kristina

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