Only one of Fidelity accounts is not downloading transactions

pgolda
pgolda Quicken Windows Subscription Member
edited October 23 in Download, Add/Update Accounts (Windows)

After migration, one of Fidelity accounts is not downloading transactions. The other Fidelity accounts are downloading transactions (see screen shot). I'm entering transactions manually for now for that account.

I disabled and enabled and reauthorized download for all Fidelity accounts multiple times and still not working. What else can I do? Should I contact quicken or Fidelity support?

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Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @pgolda,

    Thanks for sharing those details!

    Since only one of your Fidelity accounts is failing to download transactions while the others are updating normally, this usually indicates a sync or data mismatch specific to that account rather than a broader connection issue.

    I recommend reviewing this support article, which goes over the most common causes and solutions for this type of problem. It also includes steps to check for things like incorrect sorting, hidden transactions, or login session refreshes that can often resolve the issue.

    If you still don’t see the missing transactions after trying those steps, contacting Quicken Support directly would be the best next step so they can review your logs in more detail and escalate if needed.

    Thank you!

    -Quicken Anja
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  • pgolda
    pgolda Quicken Windows Subscription Member

    Hi - update on this. I contacted Quicken support and tried 2 things, but still not working. I'll contacts support again.

    1. Deactivated, removed financial institution and account number and did online setup again. Still not working.
    2. Deactivated and did online setup into new account. It downloaded current holdings into placeholder entries, but after that no transactions.
  • pgolda
    pgolda Quicken Windows Subscription Member

    Quicken Fidelity Open Alert

    https://community.quicken.com/discussion/7967098/10-13-25-no-transactions-for-fidelity-hsa-accounts/p1?new=1

  • Quicken Anja
    Quicken Anja Moderator mod

    @pgolda I see now that the account is an HSA—I apologize as I missed that detail in my earlier response. Since this is an HSA account, you’re absolutely correct that it falls under the existing open alert for Fidelity HSA accounts.

    As noted there, transactions and cash balances for Fidelity HSA accounts currently aren’t being transmitted to Quicken due to how Fidelity sends their data. The issue is being monitored, and we’ll update the alert if anything changes.

    Thank you!

    -Quicken Anja
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