Fidelity Trust account not updating [Edited]

stevenhyman1781
stevenhyman1781 Quicken Mac Subscription Member

How can I correct the amount in my Fidelity Trust Account. It is not updating?

Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @stevenhyman1781,

    Thanks for reaching out! To better understand what’s happening, could you please provide a few more details?

    • Are you receiving any specific error codes or messages when attempting to update?
    • Where is your Quicken data file stored? Is it on your local hard drive (C: Drive) or a cloud-based/external drive (e.g.: OneDrive, DropBox, USB, etc.)?
    • Have you attempted any troubleshooting steps so far? If so, what were they?
    • Are you using a VPN while updating your accounts? If so, does disabling it make any difference?
    • Do you have any antivirus or malware protection software running that may be interfering with Quicken? If so, have you tried temporarily disabling it to see if the issue persists?
    • Is the account balance not updating at all, or are specific transactions missing or incorrect?
    • When did you first notice the issue?

    This information will help us narrow down the cause and determine next steps.

    Thank you!

    -Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    We haven't heard back from you in a while. Do you still need assistance?

    Thank you!

    -Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Due to the lack of response, I went ahead and closed this post.

    If you still require assistance, please feel free to start a new post.

    Thank you!

    -Quicken Anja
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This discussion has been closed.