Fidelity not downloading quotes again for 401k

rskurato
rskurato Quicken Windows Subscription Member ✭✭
edited November 3 in Investing (Windows)

Started again about a week ago after everything seemed fixed, anyone else seeing this? This is on top of the HSA issue where nothing is downloading.

Tagged:

Comments

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @rskurato,

    Thank you for sharing your experience.

    There is a Community Announcement for the HSA account issue you mentioned, if you want to check that out.

    As for the issue with quotes not downloading, can you provide more information?

    • Are the only quotes affected the one in your 401(k) account?
    • When you say they are not downloading, do you mean they don't download at all, or they are delayed?

    The more information you can provide, the better. Additionally, screenshots of what you are seeing may be helpful. 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.

    Thank you.

    Quicken Alyssa

    Make sure to sign up for the email digest to see a round up of your top posts.

  • rskurato
    rskurato Quicken Windows Subscription Member ✭✭

    Yes, only my 401k quotes. They are updating but are delayed, I am at least one day behind on the updates. My Roth and HSA quotes are up to date (although HSA is still not updating transactions, just fund quotes).

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @rskurato,

    Thank you for following up with that additional information.

    Can I have you check your preferences in Quicken?

    To do this:

    1. Go to Edit.
    2. Select Preferences.
    3. Click on Investments.
    4. Make sure you have Automatically update quotes every 15 minutes and Real-Time quotes checked.
    Screenshot 2025-11-05 at 1.39.58 PM.png

    After doing this, update your accounts and let me know if you continue to see your quote updates delayed.

    Thank you!

    Quicken Alyssa

    Make sure to sign up for the email digest to see a round up of your top posts.

  • iusdcm1
    iusdcm1 Quicken Windows Subscription Member ✭✭✭
    https://community.quicken.com/discussion/7967743/fidelity-not-downloading-quotes-again-for-401k

    I am having the same issues with Fidelity 401K quotes not downloading. Did you figure this out?

  • cyberphile
    cyberphile Member ✭✭✭✭

    @Quicken Alyssa

    Why do you show more options in your Preferences than are in mine? I'm running R64.35 on Windows 11 Home.

    image.png
  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @iusdcm1 & @cyberphile,

    Thank you both for adding to this discussion.

    @iusdcm1,

    Were you able to try the steps I mentioned above?

    @cyberphile,

    You are running Quicken Classic Deluxe, which has limited investment features, and I am in Quicken Classic Business and Personal, which has all features. This would explain why we have different options.

    Thank you for pointing this out. I now realize that @rskurato should have the same options as you and therefore would be unable to do my suggested step.

    In this case, I would recommend going to the Investing tab> Click the dropdown on the Update button>Select Quotes.

    Screenshot 2025-11-12 at 10.09.12 AM.png

    Thank you.

    Quicken Alyssa

    Make sure to sign up for the email digest to see a round up of your top posts.

  • cyberphile
    cyberphile Member ✭✭✭✭

    @Quicken Alyssa

    My NetBenefits account has non-public funds. The account only updates by downloading transactions. I did a deeper dive on my price history. The prices for Nov 9th are correct according to Fidelity. However, the prices recorded in Quicken as for Nov 10th are actually for Nov 11th according to Fidelity. The quotes identified as for Nov 10th have not been entered in Quicken for this account. Effectively, I have lost a day's quotes. This is not the first time since the conversion to EWC+ that this has happened to me. This situation of the quotes not being available until the next day I'm sure plays a part in this and needs to be rectified. This was not the case before the conversion to EWC+.

  • iusdcm1
    iusdcm1 Quicken Windows Subscription Member ✭✭✭

    I have Quicken classic premiere and I was able to use your first solution and it seemed to work. Thanks!

  • leelindley
    leelindley Quicken Windows Subscription Member ✭✭

    I see the same issue where the quote/prices for 11/12 are identical to 11/10. The 11/11 prices are missing. The 11/10 prices are different than 11/7 so seem to be fine though I didn't check against a source. Going back further I have what looks like decent price history.
    Is there a new issue or just a 2 day glitch?
    Note that quotes for ETFs and stocks are fine. The missing and incorrect quotes are on Treasuries, Corporate bonds, and CDs.
    I tried running the Investing/Update/Quotes and also tried from Security Detail View on 1 security the More/Download Historical Prices (which covers all securitie). Neither changed the 11/10-11/12 prices.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello All,

    Thank you for adding to the discussion.

    @iusdcm1,

    So happy to hear it worked for you!

    @leelindley & @cyberphile,

    This issue has been reported and is currently being investigated. If you would like to contribute to the investigation, you can go to Help>Report a problem>Send to Quicken and send over your log files.

    Help>Report a problem.png

    Let me know once you have sent them, so I can add you to the ticket.

    Thank you.

    [CBT-855]

    Quicken Alyssa

    Make sure to sign up for the email digest to see a round up of your top posts.

Categories