Fidelity Transactions NOT downloading

bvalebob
bvalebob Quicken Windows Subscription Member ✭✭

Hello:

Tagging on to other posts re Fidelity transactions not downloading, none of my brokerage or IRA accounts are downloading. The last successful transaction download in any of the accounts is 31 Dec. It wasn't too many months ago it took WEEKS to fix a download problem, and now we're at it again!!

Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I've gotten transactions downloaded into my Fidelity accounts just about every day. The only transactions that are not downloading are for the Core Position money market funds but that is how it should be.

    Does your Fidelity.com online account show that there were transactions that should have been downloaded?

    Have you been getting any error codes or messages?

    On Account List, what date does it show in the Last Download column?

    On Account List, what does it show in the Transaction Download column?

    Have you tried Reset Account (on the Online Services tab of Account Details)? If not, backup your data file and then try doing that.

    Quicken Classic Premier (US) Subscription: R65.29 on Windows 11 Home

  • CathyMu
    CathyMu Quicken Windows 2017 Member ✭✭

    I also have this problem. Fidelity downloaded once on 1/2/2026 with a slew of bogus transactions marked as expenses in my IRA. I restored a backup, waited a couple of days and tried again. I have since successfully downloaded other institutions but nothing from Fidelity. Fidelity doesn't show any errors, shows as complete, but does not download. I do have a few transactions that should be downloading.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello All,

    Thank you for reporting the issues you are having.

    Please try the steps below and see if it resolves the issue:

    1. Create a backup of your Quicken file first.
    2. Deactivate all Fidelity accounts in Quicken.
      1. Select the Tools menu and select Account List....
      2. In the Account List, select the account you want to deactivate, and then click Edit.
      3. In the Account Details window, click the Online Services tab.
      4. Click Deactivate next to the service you want to disable. image.png
      5. Click Yes to the message confirming if you want to disable this service. Note: If you do not receive this message, additional information is available below.
      6. Click OK to the confirmation message.
      7. If you have an investment account that is linked to a cash account, you need to deactivate the online services from the investment account, which will automatically deactivate the linked cash account.
      8. Important: If you are deactivating/reactivating an account to fix an issue, you'll need to deactivate all the accounts with the affected financial institution that you have activated in Quicken (including hidden ones). Once they're all deactivated, then you can follow the steps to reactivate.
    3. Revoke Quicken’s third-party access from the Fidelity website.
    4. Reactivate the accounts in Quicken.
      1. Go to Tools > Add Account. image.png
      2. Select the bank for the deactivated account(s). If prompted, select the connection method.
      3. Enter your credentials and click Connect.
      4. When the list of located accounts appears, choose LINK next to each account you want to reactivate.
      5. Click Next, then Done on the last prompt.

    Let us know how it goes!

    Quicken Alyssa

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  • CathyMu
    CathyMu Quicken Windows 2017 Member ✭✭

    Thank you. I was able to de-activate and re-activate and get things working again. There were a few duplicate transactions but not too many.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @CathyMu,

    Thank you for following up to let us know what steps worked to resolve this issue.

    If you need more help, don't hesitate to reach back out!

    Thank you!

    Quicken Alyssa

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  • bvalebob
    bvalebob Quicken Windows Subscription Member ✭✭

    I just executed Alyssa's 6 Jan instructions, i.e. de-activating and activating, and all my accounts are now activated again with Fidelity. When I look at Fidelity there are 4 new transactions dated today, 3 dated 5 Jan and as well as many transactions dated 31 Dec. None of these downloaded when I just did an update. Note that since this mess began I manually entered all the 31 Dec & 5 Jan transactions, however they have not downloaded and cleared as they should have.

    I am not getting any error messages…just not downloading any transactions. Any idea when this is gonna get fixed. Seems like I'm not the only one having trouble.