Quicken ones step update has stopped working with fidelity Investments

WMV
WMV Quicken Windows 2017 Member
edited November 1 in Download, Add/Update Accounts (Windows)

If Quicken doesn't fix the one step update issue w/ Fidelity, I for one will not renew my subscription

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @WMV,

    Thank you for letting us know you're having an issue updating your Fidelity accounts. To help troubleshoot, please provide more information. Are you seeing any error messages/codes when you try to update your account(s)? What kind of accounts are you trying to update (401k, brokerage, HSA, etc.)? Are the problem accounts Fidelity accounts or Fidelity NetBenefits accounts?

    I look forward to your response!

    Quicken Kristina

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  • rayro63
    rayro63 Quicken Windows Other Member

    I, also, am having difficulty with One Step update getting updates from any of my Fidelity accounts. I have filled out all of the requested information to allow this access, but have gotten no where. Any suggestions ?

  • NJJimC
    NJJimC Quicken Windows Subscription Member
    edited November 17

    I too have had One Step Update stop working with Fidelity Investments. It started when Fidelity changed their method of accessing the accounts. I followed instructions to repair the connection it still did not work.

    Quicken sent me a message that you were having trouble syncing my Fidelity accounts. I followed instructions after clicking the repair button and got error messages again.

    I have no trouble accessing all my Fidelity accounts directly, but using the same user names and passwords through Quicken doesn't work.

    Please help!

    [Edited - Readability]

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @rayro63,

    Thank you for reaching out! To clarify, are you unable to connect your Fidelity accounts, or are they connected, but failing to download transactions?

    Hello @NJJimC,

    Thank you for letting us know you're encountering issues. To help troubleshoot, please provide more information. What exact error message/code are you seeing? Is this impacting all your Fidelity accounts, or just some?

    I look forward to your replies!

    Quicken Kristina

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  • edgillen1958
    edgillen1958 Quicken Windows 2017 Member
    edited November 18

    Fidelity Net Benefits accounts stopped updating last week. No messages, just does not update.

    [Edited - Readability]

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @edgillen1958,

    Thank you for reaching out. To clarify, when you say the account does not update, do you mean that no transactions are downloading? Are you able to view the transactions section, or are you accounts set to Simple investment tracking, where there is no option to view transactions?

    I look forward to your response!

    Quicken Kristina

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