Has the Fidelity transaction download to Quicken Classic for Windows stopped working again?

RobinP
RobinP Quicken Windows Subscription Member ✭✭
in Download, Add/Update Accounts (Windows)

I receive no errors from the One Step Update, but no transactions have downloaded for any Fidelity accounts or the credit card this week. I spoke to support on Wednesday and was told there is an issue with Fidelity and they would send me an e-mail, which I have not received and I don't seen any announcement on the Quicken support site.

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Answers

  • GermanBlueRam
    GermanBlueRam Quicken Windows Subscription Member ✭✭✭✭

    I have five Fidelity accounts (including an HSA and two IRAs). Four of them downloaded fine this morning, but one is throwing off an error. Hopefully temporary.

    Screenshot 2026-01-30 072500.png
  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 30

    I did notice that for about a week there there no posted transactions for the Fidelity Visa getting downloaded via Fidelity. I logged into my Fidelity Visa account at Elan and the transactions showed as being posted within the normal time window but they were not showing up in the Fidelity website. Then last night all of the missing transactions (5 of them) downloaded.

    I have 9 Fidelity accounts (taxable brokerages, IRAs and Roth IRAs) and I have gotten a some investment transactions downloaded (2 were downloaded this morning) and my investment accounts appear to be current. Tomorrow is the end of month and I'm expecting to see dividend transactions downloaded for each of those accounts but since it will be a weekend they probably won't download until Monday evening or Tuesday morning.

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

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    https://community.quicken.com/discussion/comment/20535086#Comment_20535086

    Have you tried downloading from Fidelity, again, and did the that error message go away?

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

  • GermanBlueRam
    GermanBlueRam Quicken Windows Subscription Member ✭✭✭✭
    https://community.quicken.com/discussion/comment/20535104#Comment_20535104

    Still seeing the error. No error code - the register shows a successful "last download time" for my attempt, but there are no transactions.

    Screenshot 2026-01-30 095237.png
  • RobinP
    RobinP Quicken Windows Subscription Member ✭✭

    As of today, Saturday January 31st, One Step Update still indicates successful completion for all Fidelity accounts, including the credit card, but no transactions are downloaded to Quicken. The last transaction successfully downloaded across all accounts is dated January 16th. When I sign into Fidelity directly there are many transactions across many accounts, all of which should have been downloaded.

  • GermanBlueRam
    GermanBlueRam Quicken Windows Subscription Member ✭✭✭✭

    In my case, I am up and running again. I ended up deactivating and reactivating the one problematic account. The "connectivity problem" notice disappeared, but I ended up having to manually enter all of my January 29 transactions. This morning, January 31, my transactions for January 30 downloaded successfully.

    Odd episode, as only one of my Fidelity accounts was affected by whatever happened.

  • jffourn
    jffourn Quicken Windows Subscription Member

    i have had a problem with fidelity elan credit card downloads since the connection change several months ago. very inconsistent downloads.

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