Fidelity Sync Issue

BobTr
BobTr Quicken Windows Subscription Member
edited 11:19AM in Errors and Troubleshooting (Windows)

I am posting this message for those that have had a Fidelity sync issue. In my case, it started on 2/27/26. I deactivated and reactivated the Fidelity account within Quicken, several times, each without success. I turned off the sync within Fidelity and reactivated the sync within Fidelity, without success. Today I noticed that below the deactivation page (Edit Account Details and the Online Services tab) there is a reset selection. After resetting the Fidelity account, my sync issue was resolved.

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @BobTr,

    Thank you for sharing your experience and letting everyone know what worked for you!

    I'm sure others who are experiencing the same or similar issues will find this information useful. If you end up needing help, let us know!

    Thanks again!

    Quicken Alyssa

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