Are the Fidelity transaction downloads EVER going to be fixed???

jdm
jdm Member ✭✭
in Download, Add/Update Accounts (Windows)

I am using Quicken for Windows, version R65.29. Running Win11 on my PC. I called tech support a couple weeks ago about the my Fidelity accounts not downloading transactions. We tried several things, deactivated and reactivated, then tried reset. Nothing worked. I have 4 accounts at Fidelity, 2 are HSA, 1 cash management and 1 IRA. The support person was going to send me to the next level of support, but they were not available at that time. WHAT can I do to get this working???

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    re: your HSA accounts, see, and then click to follow, this announcement:
    https://community.quicken.com/discussion/7967098/10-13-25-no-transactions-for-fidelity-hsa-accounts#latest

    re: your Cash Management account, and your IRA … my wife and I both have CMAs (1 each) and IRAs (2 mine, 1 hers) and I have another non-CMA brokerage account at Fidelity and are having no problems with downloading that activity into Q.

    SO, a bit more info is needed, starting with … when you do TOOLS, Account List what shows in the "Transaction Download", "Last Download" and "Financial Institution" columns adjacent to the CMA and IRA accounts?

    Also, how are you initiating those downloads, and are you getting any error codes or messages when you try?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • jdm
    jdm Member ✭✭

    THANK YOU for taking the time to help me. I will attach a screen shot of my account list info. I already knew that the Fidelity accounts show no updates since 12/18/25. Just don't know why.

    quicken account list.png
  • jdm
    jdm Member ✭✭

    Hello! I just did the update for my Fidelity accounts using the update button under the account tab, it worked! (Not for HSA accounts of course.) Don't know why it is not working with my scheduled updates…….

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Based upon your reply, let's take a look at those Scheduled Updates. Here's my setup, what's yours?

    image.png

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • jdm
    jdm Member ✭✭
    edited December 2025

    WOW, I looked in the Scheduled Updates and my Fidelity accounts were unchecked! I have no idea how that happened……… Thanks again for giving me a kick in the posterior [Edited - Language] . hehehe We'll see how it goes Monday.

    HAPPY NEW YEAR!

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