Attempting to connect Fidelity accounts causes other Fidelity accounts to be disconnected

System
System Member admin
edited November 22 in Download, Add/Update Accounts (Windows)

This discussion was created from comments split from:

Fidelity Download Issues After Recent Update [Edited]

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  • S Krishna
    S Krishna Quicken Windows 2017 Member ✭✭

    Hello Quicken ..

    I use R64.30 Build 27.1.64.30
    I have been a loyal Quicken user for 35 years
    The size of my QDF file is 290 MB so that should tell you how loyal I have been
    I cannot get all of my Fidelity accounts to OSU using EWC+. If I fix one all the others get broken
    I have tried deactivating all my Fidelity accounts and then reactivating them with EWC+ one at a time, but each time if one activates, it invalidates all of the other accounts"
    I am no dummy, I am an ex- programmer of Operating Systems and other utility software, I know what I am doing!
    I know the fix is simple. Rather than continue the rant and rave I am going to patiently wait out for the next release of Quicken which will hopefully address this problem.
    Interestingly, I use EWC+ for Chase credit card and bank account & also for Capital One credit card - both work just fine, all the time.
    So clearly it is a Fidelity issue for me. Please fix this, Quicken has never been so broken before.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @S Krishna,

    Thank you for reaching out. To help troubleshoot, please provide more information. When your Fidelity account(s) get disconnected, do you see an error message/code? Are all of the Fidelity accounts under the same login credentials with Fidelity? Are any of the accounts connected in a different Quicken file?

    I look forward to your reply!

    Quicken Kristina

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  • reich8892
    reich8892 Quicken Windows Subscription Member
    edited October 21

    I have had similar issues in the last three weeks or so. I also have used Quicken for over 30 years. Have had very little problems, but seems there was an update a few weeks back either on Quicken's end or Fidelity's and now my accounts are all messed up. [Edited - Language] Any troubleshooting would help as I have done similar to S. Krishna's post by deactivating and then reactivating accounts. Still having issues.

  • MikeC331
    MikeC331 Member ✭✭✭
    edited October 21

    I have been having similar issues with the Fidelity migration. Is there any way to authorize the new connection method but not import any past transactions? My current Quicken file (pre-connection update) agrees completely with what Fidelity shows. Each time I have tried to update to the new connection method Quicken imports multiple duplicate transactions. Some of the duplicate transactions are easy to find and delete. However Quicken adds a large number of placeholder transactions (mostly for money market funds). These transactions all have a share price of $1.00. When I try to resolve these entries the edit screen already shows the correct share price but the placeholder entry won't clear. I am beyond frustrated with Quicken. On the bright side this frustration with Quicken motivated me to drop other services that are becoming more trouble than they are worth. I probably saved $300.00 in recurring annual charges over the last few days. Come April when Quicken is up for renewal it will be the end of a decades long relationship.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @reich8892,

    Thank you for letting me know you're seeing similar issues. So I can help troubleshoot, please provide the information I asked for in my earlier post:

    https://community.quicken.com/discussion/comment/20516148#Comment_20516148

    Hello @MikeC331,

    Thank you for reaching out. Unfortunately, due to the change in connection type, the data is coming in formatted differently, which makes it harder for Quicken to tell that the transactions are already in your register. Fortunately, it should be only 30-60 days worth of duplicates, and once you delete them, they should not redownload.

    If you wish to troubleshoot the issue you mention with placeholders, I recommend that you reach out to Quicken Support directly for assistance, as they have access to tools that we can't access on the Community and they're able to escalate the issue as needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

    I apologize that I could not be of more assistance! 

    Quicken Kristina

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