Fidelity Transactions fix

Bob7680
Bob7680 Quicken Windows Subscription Member
edited December 20 in Download, Add/Update Accounts (Windows)

Like many, I've had issues where Fidelity transactions have not been updating since September. I got on the Quicken chat help and got a fix for all accounts but my HSA. Apparently HSA accounts still have a known problem that Quicken is still working on. To fix the other accounts, I had to do the following: Go under EDIT —> Preferences —> MOBILE & WEB and make sure SYNC is ON. This syncs to the Quicken Cloud - mine was turned OFF. After turning Sync ON, click on Reset your cloud data —> takes a few minutes, but then retry your One Step Update…worked on all my accounts except the HSA.

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Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Bob7680,

    Thanks for sharing this! We appreciate you taking the time to post the steps that helped resolve the issue for your Fidelity accounts.

    As you mentioned, HSA accounts are still affected by a known issue. We’ll share updates when more information becomes available in this Community Announcement.

    Thank you!

    -Quicken Anja
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