Fidelity Accounts have to reconnect with each new Quicken Mac session

1954
1954 Quicken Windows Subscription Member ✭✭
edited November 7 in Download, Add/Update Accounts (Mac)

I am using Quicken Classic Premier Mac Version 8.3.2 (Build 803.58902.100). For the past several months, every time I update my transactions, Quicken fails to connect to my Fidelity accounts and I have to go through the process of linking those accounts to Quicken with every new Quicken session. Why can't Quicken remember these now? It's beginning to be annoying. I am using Quicken Connect (not, Direct Connect).

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @1954,

    Thank you for letting us know you're encountering this issue. To help troubleshoot, please provide more information. What exactly is happening when Quicken fails to connect to Fidelity? Are you seeing any error messages/codes?

    Do you have Fidelity accounts connected in multiple Quicken files? If you do, are they all the same accounts, or are they different accounts? Are the accounts all associated with the same login credentials through Fidelity?

    I look forward to your reply!

    Quicken Kristina

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