Fidelity Cash Management Account not downloading transactions

System
System Member admin
edited March 15 in Download, Add/Update Accounts (Windows)

This discussion was created from comments split from:

Fidelity Investments and Fidelity Credit Cards transactions are not down loading

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  • Hogan1953
    Hogan1953 Quicken Windows Subscription Member ✭✭

    I went through the above-outlined process this morning with my 4 Fidelity accounts. I was able to download from my IRA account, but my Cash Management Account is still not working. There are several transactions dating back to March 6 that have not downloaded. Any suggestions?

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Hogan1953,

    Thank you for letting us know you're seeing this issue. To troubleshoot the CMA account not downloading transactions, 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

    If you need further assistance

    If the issue isn't resolved and this is not a one-time event, please reach out to Quicken Support.​

    I hope this helps!

    Quicken Kristina

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