Fidelity updates broken

peteanderson · September 28

Quicken has not updated my Fidelity accounts since 9/25. When will this be fixed?

Quicken Alyssa · September 28

Thanks for bringing this up — I totally get how frustrating it is when your accounts stop updating like they should.

To try to help, could you share a little more detail?

When you go to update the Fidelity accounts, do you see any specific error messages?
If yes, a screenshot of the error would be super helpful (you can blur out any sensitive info).
Also: have you changed anything recently — password, two‑factor settings, security questions at Fidelity, or Quicken settings?
Are all your Fidelity accounts affected?

If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

If you send over those details I’ll dig into it with you and try to narrow down what’s going on.

Thanks you!

peteanderson · September 30

None of my 8 Fidelity accounts are updating. No error message, but the transactions after 9/25 are not getting from Fidelity to Quicken. Quicken did send me to Fidelity to update authorizations (I don't remember exactly when, but in the last couple weeks). I saw the Quicken post that Fidelity updating is paused until you fix the recent problems. The pause still seems to be in place.

peteanderson · September 30

Just checked.

[Edited Screenshot for Privacy & Security]

Quicken Alyssa · September 30

Hello @peteanderson,

Thank you for following up with additional information.

You said you saw a post about Fidelity updates being paused. Are you referring to this update from Quicken Kristina?

The Fidelity migration is no longer paused and is currently underway. Something called a "forced cut over" will happen eventually, basically forcing everyone over to the new connection method, Express Web Connect +. For the time being, the switch is still optional.

After reviewing your account internally, I can see that you have already migrated. I can also see that you are getting an FDP-350 error. This message occurs when your security token has expired, and you need to re-enter your account credentials.

To correct this, please do 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. (Manage access

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.

Let me know if this resolves the issue you are having.

peteanderson · September 30

No, over the weekend there was an undated announcement on the top of one of the Quicken pages that said Fidelity updates were paused while the Quicken team worked on connectivity issues. It was more of a broadcast than a post.

In any event, I went to Fidelity and removed permission from one account, then reset it in Quicken. I was directed to reauthorize it at Fidelity, which I did. Quicken opened a linkage page, but the account said "Do'nt add to Quicken" with no option to override. Then I went to that account in Quicken, initiated an update and got this error-

peteanderson · September 30

Interestingly some of my other Fidelity accounts did update this time.

Quicken Alyssa · September 30

Hello @peteanderson,

Thank you for the updates. Glad to hear that you got some updates, that's progress!

When you see "Don't add to Quicken", it's an indication that the account(s) are already connected in Quicken. To resolve this, we want to make sure to disconnect all of the accounts before revoking access and re-adding.

I should have clarified earlier that for the best results, you will need to follow all of the previously mentioned steps in order. Let me know how it goes.

Looking forward to your response!

peteanderson · October 1

I followed the steps for all accounts in the order indicated and all of them now appear to be updated.

It took a while, so hopefully won't have to repeat the process.

Thanks for your help!

Quicken Alyssa · October 1

Hello @peteanderson,

Thank you for trying the recommendation and following up. So happy to hear that the issue has been resolved.

I, too, hope that you don't have to repeat the process again anytime soon. If you need any more help in the future, you know where to find us!

Thank you!

bravoechofoxtrot · October 4

I recorded my most recent paycheck (and corresponding 401(k) contributions) on Friday, September 26. Those transactions were downloaded from Fidelity the following day, and everything reconciled. Fidelity charges their administrative fees on the first day of each quarter, which downloaded to my account on Thursday, October 2. I have been unable to download anything (prices or transactions) the past two days, though, and somehow the share balance for one of my three securities is off. The third-party access with Fidelity is correct. What is going on?

Quicken Alyssa · October 5

Hello @bravoechofoxtrot,

Thank you for adding to this discussion, though I am sorry to hear that your transactions have not been updating for the last few days.

Please review this Support Article and follow the steps and suggestions therein.

Let me know how it goes!

rlgaertner · October 19

I recently went through the process with some problems and my downloads are working. I have 4 Fidelity accounts. My problem is that I am not getting the cash balance from Fidelity for my HSA account and one of my IRA accounts. For my taxable Brokerage account and a different IRA I am getting the cash balance. I was getting the cash balance from Fidelity for all 4 accounts. How do I get the cash balance update for all 4 accounts going forward??

Quicken Alyssa · October 20

Hello @rlgaertner,

Thank you for sharing your experience, and I am happy to help.

As far as the HSA accout, we do have a Community Announcement for that issue.

With your IRA account, do you have transactions downloading, but the cash balance is not updating? Or are there transactions missing?

For missing transactions, please check out this Support Article and try the suggested steps therein.

Let me know how it goes.

rlgaertner · October 22

Transactions are downloading. The cash balance from Fidelity shows as 0.

Quicken Alyssa · October 22

@rlgaertner,

Thank you for providing those additional details.

$0 balances with Fidelity Investments is currently a Known Issue. Please bookmark the alert to stay up to date on any changes with this issue.

Thank you!

Fidelity updates broken

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