Unable to link Fidelity account, shows "Don't add to Quicken"

System
System Member admin
edited January 27 in Download, Add/Update Accounts (Windows)

This discussion was created from comments split from:

Fidelity transaction download issue

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  • Ironmanron
    Ironmanron Quicken Windows Subscription Member

    I too have been having problems with fidelity account one step update issues. Go all the way thought the process, fidelity said "

    Your accounts have been authorized successfully!".

    Then quicken "Update Financial Institution" comes back with Action, "Don't add to Quicken"

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Ironmanron,

    Thank you for letting us know you're seeing this issue. Typically, when you see "Don't add to Quicken" on the add/link screen, it's because Quicken thinks the account is already connected.

    To resolve the issue, backup your Quicken file, deactivate the problem account(s), then navigate to Tools>Add Account and follow the prompts. When you get to the add/link screen, you should now be able to link the account(s) to the correct nickname in Quicken.

    Link to Existing.png

    Please let me know how it goes!

    Quicken Kristina

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