I am having difficulty getting updates on my Fidelity balances. They keep asking me to re-authorize

rdonovan
rdonovan Quicken Windows Subscription Member

I am using Windows for Quicken

Answers

  • rdonovan
    rdonovan Quicken Windows Subscription Member

    I am having difficulty downloading my balances from my Fidelity Accounts on Quicken for Windows. I keep re-authorizing and it will not download.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @rdonovan,

    Thanks for reaching out!

    When you reauthorize your Fidelity accounts in Quicken, are you also unlinking them directly from the Fidelity website? That can sometimes help resolve these kinds of issues.

    Please try the following steps and see if it resolves the problem:

    1. Create a backup of your Quicken file first.
    2. Deactivate all Fidelity accounts in Quicken.
    3. Revoke Quicken’s third-party access from your Fidelity account on their website.
    4. Reactivate the accounts in Quicken. When redirected to the Fidelity site and then back to Quicken, make sure to select “LINK to existing” for any accounts that were already in your file.

    This process often resolves issues with repeated reauthorization requests.

    Let us know how it goes!

    -Quicken Anja
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