Unable to add Fidelity account, seeing "Sign in to Fidelity Investments failed. Try again." error

System
System Member admin
edited April 10 in Investing (Windows)

This discussion was created from comments split from:

Unable to Link Existing Quicken Invest. Accounts to Fidelity Accounts after Fidelity Reauthorization

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Comments

  • Mark Valpreda
    Mark Valpreda Member ✭✭✭

    When I try and add my Fidelity account in Quicken, I get an error

    Sign in to Fidelity Investments failed. Try again.
    Sorry, the sign in failed due to time out or a connection error.
    Select Sign In to authenticate via your web browser.

    Click on Sign In again. Looks fine….I get this:

    Your accounts have been authorized successfully!
    You will now be redirected back to Quicken. If you are not redirected in a few seconds, you can close this window and return to Quicken

    But then back to the error.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Mark Valpreda,

    Thank you for letting us know you're seeing this issue. To help troubleshoot, I checked our internal tools. I see that you're getting a CC-505 error, which usually happens when there is a temporary issue with the connection. I can also see that you contacted Support and they recommended that you wait 24-48 hours and try again.

    If, after waiting 24 hours, the issue persists, please follow these steps from our article on CC-505 errors:

    Try refreshing your online account information:

    1. From your account register, select the Actions gear icon at the very top right of your register (Ctrl + Shift + N).

    2. Select Update Now.

    Actions Gear 0

    3. Follow the on-screen instructions to complete the update.

    4. Repeat these steps for each financial institution experiencing this error.​

    If the issue persists

    Try the steps above again the next business day. If the problem continues for over 48 hours contact Quicken Support for assistance.

    I hope this helps!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Mark Valpreda,

    We haven't heard back from you in a while. Do you still need assistance?

    Check back and let us know! Thank you.

    Quicken Kristina

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  • Smokey7422
    Smokey7422 Quicken Windows Other Member ✭✭✭

    I'm getting a similar error. I'm trying to reauthorize my Fidelity accounts and once I go through the steps on Quicken and I'm sent to Fidelity to do this, I accept their agreement and then get a Connection Error. Which could be them or it could be Quicken. I've spoken to both and they both say the same.

    The problem is I have to do this every couple of weeks since last summer. Quicken just stops downloading transactions from Fidelity for periods of time. I know I make automated purchases every week in various accounts and I know those purchases aren't being downloaded. So I deactivate, wipe out the institution name and account number and try to add the accounts back to link through Fidelity. It's beyond frustrating.

  • Quicken Laura
    Quicken Laura Quicken Windows Subscription Moderator mod

    Hi @Smokey7422,

    I’m sorry to hear you’re experiencing this connectivity issue; I understand how frustrating that can be. I can see that you currently have an open case, and our team will reach out to you via email with any updates or progress on a resolution. While I’m unable to provide an estimated timeframe at the moment, please know that your case is being actively worked on.

    If you have any additional questions in the meantime, feel free to let us know.

    Quicken Laura

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  • Smokey7422
    Smokey7422 Quicken Windows Other Member ✭✭✭

    I will say I just spoke with Fidelity. They said that over the last six or eight months they have been receiving a much larger number of calls regarding issues where Quicken does not download transactions from Fidelity. They believe Quicken did something and now that is a frequent problem. Something I experience every couple of weeks.

  • Quicken Laura
    Quicken Laura Quicken Windows Subscription Moderator mod

    Hi @Smokey7422,

    Thank you for sharing the update from Fidelity.

    While a broader issue affecting Fidelity account downloads in Quicken has since been resolved, we are currently working through individual cases where the issue may still persist.

    We appreciate your patience as our team continues to investigate and assist with your specific situation.

    Quicken Laura

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  • Smokey7422
    Smokey7422 Quicken Windows Other Member ✭✭✭

    Well, I hope this can get resolved. I cannot reauthorize my accounts with Fidelity. All I get is a Connection Error.

  • TK32
    TK32 Quicken Windows Subscription Member
    edited May 1

    Was unable to connect to one of my Fidelity accounts (worked for years) so removed online services and tried to re-establish. Auto opens up Fidelity, log in, agree to two items, select account, Fidelity reports successful then Quicken error pops up "Sign in to Fidelity Investments failed. Try again." Repeated several times, Quicken won't allow set up. Other Fidelity accounts work fine with Quicken.

  • Smokey7422
    Smokey7422 Quicken Windows Other Member ✭✭✭

    I can only get as far as accepting those two items, click I Agree and the next page shows Connection Error. I can't reauthorize any of my accounts (a dozen). Been trying for days.

  • Quicken Carlos
    Quicken Carlos Quicken Mac Subscription Moderator mod

    Hi @Smokey7422 and @TK32 ,

    Thanks for following up in the Quicken Community.

    To better understand the issue, could you please upload a screenshot of the error you are encountering right now? This will help us identify what’s happening and provide more accurate guidance.

    I look forward to your reply!

    Quicken Carlos

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