Fidelity Transactions NOT downloading

bvalebob · January 6

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!!

Boatnmaniac · January 6

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.

CathyMu · January 6

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 · January 6

Hello All,

Thank you for reporting the issues you are having.

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

Create a backup of your Quicken file first.
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.
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.
Revoke Quicken’s third-party access from the Fidelity website.
Reactivate the accounts in Quicken.
1. Go to Tools > Add Account.
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!

CathyMu · January 6

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 · January 6

@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!

bvalebob · January 8

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.

Quicken Alyssa · January 13

Hello @bvalebob,

Thank you for adding to this discussion!

It sounds to me like you are experiencing missing transactions. It sounds like this is the first time this is happening, so please check the following:

1. Has the sort order been changed in the register? Confirm that the Sort Order in your account register is by Date; just click the top of the Date column in your account register. It's likely the transactions are in your register, just not where you thought they'd be.

2. Click the Reset button at the top of the register. This will confirm that there's no filtering in your account register.

3. Try refreshing your login session: To do this, go to Help > Refresh Sign in. After completing the log-in process, try running a One Step Update again.

4. Have any transactions been deleted recently? Transactions won't download again after being deleted. If a transaction was deleted in error, you can re-enter it manually

Let us know what you find!

bvalebob · January 14

Alyssa:

Thanks for the response. Responding to your items:

I just confirmed that all five registers are sorted the same, by date, and have always been. All tranactions appeared to be cleared, except for the newer ones mentioned below.
I don't see a reset button and the other blocks at the top of any of the registers like you show in your example. My Classic Deluxe just has the column headings
I did the login session refresh and a one-step update and nothing downloaded.
As I mentioned in an earlier msg, the last Fidelity transaction I've received in any of my five accounts is 26 Dec and it's marked cleared. All transactions since then I've entered manually in order to have current info. No transactions have downloaed to match with the manual ones I inputted. My account balances were incorrect until I entered the missing transactions manually.
I get no error messages when i do a one-steip update.
Each of my investment registers shows an accurate last download date, time and method (Exprss Web Connect)
I've de-activated all five accounts, closed quicken, re-booted the computer, and reconnected all of the accounts several times now and still don't get any Fidelity transactions. I haven't done it today yet. Should I try it again?
I didn't see anyplace on the Fidelity site to deactivate/activate anything. Is there something there I should look for?
I have not deleted any transactions in any of the investment accounts.
I can't remember doing anything that would have stopped transactions from downloading.

bvalebob · January 14

Alyssa;

I called Fidelity and talked to their Electronic Tech Support Team. They said that they have no current known issues that would prevent my transactions from downloading. They went on to say that if I get a problem ticket/claim no. from Quicken they will do their best to coordinate with Quicken to resolve the problem.

They recommended that I set up a test file in my Quicken and set it up to sync with my 5 Fidelity accounts to see if all transactions download. I just finished doing that and all of the missing transactions downloaded.

Now…what has to be done to fix my main file to once again download my Fidelity transactions?

I'll try to get a tkt/claim no. from Quicken Support, but last fall when I tried to contact them it was a nightmare.

Bob

bvalebob · 4:07AM

Does anyone have an idea when this issue will be fixed? I've been checking the Quicken Support page and all it says is that there's a problem and it's being worked on. That was a 19 Dec message….over a month ago now!!

When I look at the Fidelity website I don't seen any recent transactions, so I don't know if anything has been fixed or not.

Thanks,

Bob

Quicken Alyssa · 12:34PM

@bvalebob,

Thank you for following up with additional information.

Due to the nature of this issue, it is recommended that you contact Quicken Support directly for further assistance, as they can walk you through troubleshooting steps in real-time and escalate the situation 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. Chat support is available at the same times, seven days a week.

Thank you.

Fidelity Transactions NOT downloading

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