Fidelity accounts missing transactions

System
System Member admin
edited February 24 in Download, Add/Update Accounts (Windows)

This discussion was created from comments split from:

Fidelity Account Balances Wrong and can No Longer Authorize

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  • Mark D
    Mark D Quicken Windows Subscription Member ✭✭
    edited February 24

    Transactions in 3 or 4 Fidelity Accounts have been missing in my Quicken downloads though visible at the Fidelity site. This started coincident with the messed up and theoretically now resolved short/transactions for cash issue and despite all my efforts resetting etc. some transactions haven't appeared after Feb 13, 17 etc depending on the account. Others have updated. I'm on the verge of calling support, but have been occupied and can't tonight. [Removed - Rant]

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Mark D,

    Thank you for letting us know you're encountering this issue. To troubleshoot missing transactions, I recommend you start by following 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 Now. 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

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