Fidelity download of accounts no longer working

rayseidlinger
rayseidlinger Member ✭✭
edited 2:18PM in Investing (Windows)

As of the January 15th none of my Fidelity accounts are downloading.

Includes trust and IRA accounts.

Tagged:

Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @rayseidlinger,

    Thank you for letting us know you're encountering this issue. To troubleshoot, please follow these steps from our article on missing transactions/transactions not downloading:

    Be sure to follow these steps in order:

    1. Go to Edit > Preferences > Downloaded Transactions. The option Automatically add to investment transaction lists needs to be unchecked.

    automatically add to investment transaction lists.png

    2. Refresh your online account information by clicking the Actions Gear Icon on the upper right of the register, and select Update Transactions. Follow the on-screen instructions to complete the update.

    Update Transactions (investment).png

    3. Confirm that the Sort Order in your account is by Date; just click the top of the Date column in your account register. It's possible the transactions are in your register, but not where you thought they'd be.

    WinDateSortGif_support

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

    5. Go to Tools > Account List and check Show Hidden Accounts at the bottom left. Confirm the missing transactions haven't been added to a hidden account by clicking on the name of any account that appears with a check mark in the Hidden column.

    WinShowHiddenAccounts_support

    Please let me know how it goes!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • leishirsute
    leishirsute Quicken Windows Subscription Member ✭✭✭✭
    edited 4:37PM

    @Quicken Kristina I could not locate any information about the Help → Refresh Sign In.

    Can you please explain what Quicken does when the Sign In is refreshed?

    For example, does it perform the same action as "Sign in as another user" and using the same login info?

    Oh, nevermind. Quicken's AI support gave the answer:

    Yes, essentially. "Sign in as Different User" completely signs you out and requires you to re-enter credentials. If you use the same Quicken ID and password when signing back in, the end result would be similar to a refresh - you'd be logged in with the same account but with a fresh session.The main difference is that "Sign in as Different User" is a full logout/login cycle, while "Refresh Sign In" (if available) would refresh your current session without the complete sign-out process.

    Deluxe R65.29, Windows 11 Pro

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    The Refresh Sign In function is similar to "Sign in as another user", but it does not give you the option to login with a different Quicken ID. It will bring up the login screen with your Quicken ID visible, but greyed out. Click continue, and it will bring you to the screen where you can enter your password. Enter your password, and it logs you back into Quicken.

    I hope this helps!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

Categories