Fidelity Transactions Still Not Being Dowloaded

pistolpete · October 27

I have tried deactivating the Accounts, setting them back up, etc.. Nothing works. Where is the fix from Quicken for what they seemingly broke? I don't want to have to do this via a manual process, so is there a patch coming?

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Quicken Alyssa · October 27

Hello @pistolpete,

Thank you for sharing your experience.

Currently, missing transactions with Fidelity is not a known issue. Therefore, it is unlikely that a fix is coming in a patch for that specific issue.

I know you said you don't want to do a manual process, but I would be happy to troubleshoot with you and see if we can get it working if you are open to that.

Here are the first steps I would recommend trying:

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.

Let me know how it goes!

pistolpete · October 27

How do you revoke Third Party Access and are you saying that this issue is resolved or it's not an issue? I am not following your response?

Quicken Alyssa · October 29

@pistolpete,

Thank you for following up.

When I said it's not a known issue, I meant it's not a known widespread issue that we have an alert for.

As for revoking Third-Party Access on the Fidelity website, I can't say for sure, as I do not hold accounts at Fidelity. But it can usually be found in the security and privacy settings.

Hope this helps!

Fidelity Transactions Still Not Being Dowloaded

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