Persistent issues with Fidelity NetBenefits since Fall of 2025

GOBLUE
GOBLUE Quicken Windows Subscription Member
edited January 30 in Download, Add/Update Accounts (Mac)

Last Fall Fidelity Net Benefits started having persistent issues. First, my transactions duplicated. The only solution was to disconnect and add a new account, which wiped away all of my history, so any net worth or performance history reports are useless.

Now, downloads stop every few days, and only start again after I disconnect and reconnect.

I'm looking for a permanent solution here. I've been a Quicken user for close to 30 years and honestly, I'm thinking of switching since this issues does not give me an accurate accounting of my accounts.

[Edited - Readability]

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @GOBLUE,

    Thank you for letting us know you're encountering this issue. To help troubleshoot, please provide more information:

    • Do you still have issues with duplicate transactions?
    • When did this issue with downloads stopping until you deactivate/reactivate start?
    • Is this impacting all your Fidelity NetBenefits accounts?
    • What process are you using when you deactivate and reconnect the accounts?
      • Are you using the Connect Account button in the account, or using the + sign like you're adding a new account?

    I look forward to your reply!

    Quicken Kristina

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