Download Problem with Quicken and Fidelity

stade · November 11

There are many posts here documenting issues with downloading transactions from Fidelity into Quicken. Many document steps taken to try and fixed the problem using Quickens processes. None have worked. There is a Quicken issue that needs to fixed by Quicken. When is Quicken going to acknowledge the problem and fix it?

HKB · November 11

@stade This, unfortunately, is too imprecise and will not help you to get meaningful responses to your posting. What, exactly, does and does not work for you in respect to EWC+?

stade · November 14

The transactions from Fidelity simply do not download. The occasionally one account will download when others don't. I have been downloading transactions from Fidelity for 10 years. I know how to set up account for Express Web Connect+. No error messages. Sometime in Sept this year this problem started. The screen that shows progress for downloading changed to just spinning and saying waiting. No message of processing, just waiting. Non-Fidelity accounts work fine. This is an issue between Quicken and Fidelity. There many posts referring to this problem. The account list in Quicken shows the "last download" as being "not available". This is a Quicken problem not a user problem.

mfstarnes · November 23

I concur. There seems to be no progress and limited awareness by both Fidelity and Quicken. Fidelity is among the largest brokerages. These companies should be prioritizing this higher than it current evidence indicates.

I've brought several other investors' accounts to Fidelity through trusts and estates. I'd hate to have to move my accounts and theirs to another firm, but i need consolidated reporting that Quicken provides.

Quicken Alyssa · November 23

Hello All,

Thank you all for sharing experiences and adding to this discussion. I am sorry to hear that some of you are seeing issues with your connections to Fidelity.

@HKB,

Thank you for trying to help your fellow user.

@mfstarnes,

Do you need assistance with an issue you are having with Fidelity? If so, provide information about it, and I will do my best to help sort it out.

@stade,

Please try the following:

1. Save a Backup. Steps can be found in this article if needed.

2. Disconnect ALL Fidelity accounts in Quicken. Here are the steps on how to do that.

3. Revoke Quickens Third-Party Access from the Fidelity website.

4. Check for Hidden Accounts. Make sure you don't have any old/hidden accounts still connected.

4. Add accounts back into Quicken

Once back in Quicken, you will want to make sure you choose the "LINK to existing" option for any of the accounts that were already in Quicken.

If this does not resolve the issue, please answer these questions:

Are specific accounts not downloading?
- If so, what account type are they?
Where is your data file located?
Is your file being synced/backed up by any third-party services like Dropbox, OneDrive, or Carbonite?

Thank you.

NotACPA · November 23

I download from Fidelity Investments, into 6 separate accounts, 6 days a week Mon-Sat, without problems.

It's not an apparent Quicken programming error. More likely either a file or program corruption issue.

But since neither have stated specific problems, there's not much that can be done beyond @Quicken Alyssa's advice

stade · December 2

Alyssa,

There are many strings of comments with many detailed "do this do that" instructions with no success, all of the deactivate reactivate instructions you mentioned I have done. Has not worked. I am also now getting a message from Quicken which is false. Something like ….this account does not exist at Fidelity. But then Quicken and Fidelity communicate on that account and I get transactions. Therefore, an error on Quicken's part. Also, when I deactivate reactivate one account in Quicken and go to Fidelity, Fidelity lists the many accounts I have, I chose all the appropriate accounts but Quicken doesn't let me "Link to Existing Account" for all just one. If I only chose one account at Fidelity, then the others are delinked the next download. Even though they still are activated in Quicken.

It would seem with this many user issues with Fidelity and Quicken that Quicken should coordinate with Fidelity to fix the problem. Some change was made in Sept 25 that is causing this issue, reference the dates on the customer complaints. When customers that rely on Quicken and Fidelity lose reliability and cannot get a response other that it is the user system problem, that will move customers to other services.

stade · December 2

Quicken Alyssa

Alyssa, see my comment above.

DX9993 · December 4

Just yesterday (December 3) I mentioned Quicken to a friend (a longtime Quicken user and corporate comptroller) who vented for five minutes about Quicken's apparent lack of interest in addressing this ongoing issue. By chance I have never linked my Fidelity accounts to Quicken. Just fyi.

stade · December 6

Thanks for the input. I am a retired controller and have been using quicken for 20+ years, that is to say I understand the process. Quicken is really dropping the ball on this one. Many have reported the issue and nothing is done.

S Krishna · December 6

I have a total of 6 Fidelity accounts from which I used to regularly download transactions and then accept them into Quicken. I use Quicken Classic Deluxe, currently on Version R65.17 Build 27.1.65.17 for which I have an annual subscription. I have been a Quicken user since the program pretty much first came out on diskette around 1990. I would thus consider myself a "ppwer user" since I now know some of the most arcane features of the program, probably known and used by very few users. This latest issue has really broken Quicken's ability to download from Fidelity, one of the largest retail investment platforms in the world. I can only get at most one account to download. If I add another account, the account that works strops working. In fact Quicken reports that the account was not found on Fideilty. Surely someone at Quicken needs to own this problem and fix it? Come on .. let's see some action on this Quicken.

Quicken Alyssa · December 7

Hello All,

Thank you for adding to this discussion.

Yes, Fidelity migrated to a new connection method, and yes, several issues arose during that migration. However, most issues have been resolved. If you are still experiencing issues after trying the troubleshooting, please contact Quicken Support directly for further assistance, as they can walk you through troubleshooting steps in real-time and escalate the situation as needed.

Thanks again!

Frank Hartman · December 8

@Quicken Alyssa

My experience is similar, if not identical, to @S Krishna above. I, only have 5 accounts at Fidelity and can't get any of them to list Posted Transactions!! Since the September Update (and beyond) it takes me about one hour to manually post entries, every other week, for Fidelity. This is RIDICULOUS!!!!!! I have Better things to do with my Time.

Since the update, I have tried several times to accommodate the September Fidelity FIASCO. I always end up Restoring from the previous Quicken Backup File. Roll it BACK to the previous Fidelity Provider, or FIX IT!!!

leishirsute · December 8

I had the most success with the Fidelity cutover starting from a Template Backup and reconnecting all accounts. There are still a few lingering download problems with individual transactions but all accounts download and all transactions values match the website. Suggestion.

stade · December 13

Quicken Alyssa

I contacted Quicken Support as you suggested. After going through the AI hoops finally talked with Jose Leiva for about an hour. Walked through all the deactivate/reactivate steps. One account out of 4 would not link to Quicken, even though that account has been set up in Quicken for years. Jose said he would call me back today, we set an appointment for 40 minutes ago, no call.

This is not a problem that users can fix, it is a interface problem between Quicken and Fidelity. Please use whatever pull you have with Quicken to have this addressed.

Stade

Mustangman13 · December 16

first time posting: I have been a quicken user since the 90's using quicken classic. Always liked quicken and had no problems. I have 6 Fidelity accounts that worked like a charm until September of this year. Now missing transactions and cash balances off not picking up transactions on other accounts. I've went through the deactivation/reactivation steps numerous times and still problems. Starting to look for other personal finance management programs. Quicken needs to fix this and fix it soon.

Quicken Alyssa · December 18

Hello All,

Thank you all for adding to this discussion.

@stade,

Did Jose reach back out to you to finish what you two were working on?

@Mustangman13,

You mentioned many issues you have had with your Fidelity accounts. Which of these issues are you still experiencing today?

@leishirsute,

Thank you for sharing what worked for you. This may be helpful to others, and we appreciate your suggestion.

@Frank Hartman,

Are you still having this issue? If so, please contact Quicken Support directly so they can walk you through the troubleshooting steps in real-time and process an escalation if needed.

Looking forward to your responses!

MollyG · December 18

Quicken cannot make Fidelity more interested in fixing the interface. I spent way to much time talking to Fidelity yesterday. They made it pretty clear that the problem was Quicken until they corrected that by saying that some of the problem is on their side but only the "new" problem. They then told me I was part of the old problem and needed to call Quicken. Then, after additional conversation, they said that I was part of the new problem. They had me deactivate and then reactivate both Fidelity accounts so that now neither of my accounts work. They could NOT tell me what the old problem was or what the new problem is - neither could they tell me who was in charge of fixing the problem. They could however tell me that there is no timeline for resolution. Fidelity could care less about working with Quicken to get this fixed. Fidelity is a behemoth …..maybe too big at this point to be held accountable for anything….#disgusted

BJB · December 20

I am a long-time user. I last downloaded Fidelity before the forced conversation. Everything is fine as of that date. I do not need daily downloads or updates so I decided to wait until the issues are resolved, it looks like many are with a few remaining.

Of course I will backup before trying. Is now a good time to do the conversion? I have followed many posts about step by steps for prior versions of the software which included some workarounds.

What is are best practices to do the conversion now? These are only investment accounts.

Thanks!

Frank Hartman · December 20

@Quicken Alyssa

During My Latest Attempt, yesterday, I was able to see that I had 50 additional Downloaded Transactions for about 20 seconds. Then, they Disappeared; ALL of them. My Real issue with all of this is that I have to manually enter Transactions that SHOULD be Downloaded from Fidelity, as they were before September. Currently, Fidelity only allows downloads as a CSV file; No option for a Manual Quicken (QFX) Download. Please, FIX IT.

Thanks, . . .

leishirsute · December 20

https://community.quicken.com/discussion/comment/20528508#Comment_20528508

For me, the safer approach was to leave my good datafile alone and create a template backup and reconnect all accounts in the template copy. That way I could explore the changes that I would need to make to the good datafile without changing it. In fact, after I made all corrections to the template copy, I kept it as the working version.

If I need to update Quicken without changing the current working version and test if the updated version of Quicken makes a difference, I create a Windows Sandbox (available in Windows 10 & 11) and install the new version of Quicken in the Sandbox, cop my datafile into the Sandbox and see how the new version of Quicken behaves.

Frank Hartman · December 22

@Quicken Alyssa

Upgraded to Release 65.29, today. I was able to see that I had 66 Downloaded Transactions for about 30 seconds. Then, they Disappeared; ALL of them. My Real issue with all of this is that I have to manually enter Transactions that SHOULD be Downloaded from Fidelity, as they were before September. Currently, Fidelity only allows downloads as a CSV file; No option for a Manual Quicken (QFX) Download. Please, FIX IT.

Thanks, . . .

Quicken Kristina · December 22

Thank you for your replies @Frank Hartman,

As @Quicken Alyssa recommended earlier, please reach out to Quicken Support directly for further assistance with this issue. They have access to tools that we cannot access on the Community and they're able to escalate the issue as needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I apologize that I could not be of more assistance!

Download Problem with Quicken and Fidelity

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