Quicken add Fidelity acct stuck on "bank hosted sign-in page"

vlee194546
vlee194546 Quicken Windows Subscription Member ✭✭
edited 7:41AM in Download, Add/Update Accounts (Windows)

Still the same old problem, too many people are still talking about...

I disconnected my Fidelity account as told by Quicken due to the change in connecting method, yet now I cannot add back the accounts to download transactions from Fidelity; every time, it just gets stuck on the screen "sign in through bank-hosted sign-in page". Quicken basically told me it is "User Error", although I have used it for 20+ years, now paying monthly, but it has stopped working.

AT this point, I would appreciate it if anyone could offer any suggestions. Thanks in advance.

Background: My .QDF is local, no VPN, use windows 11, I have tried, Edge, Chrome, turning off Avast virus program, allow only Fidelity.com popup…...nothing works.

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @vlee194546,

    Thank you for sharing your experience, though I am sorry to hear you have been unable to resolve this.

    After checking your profile internally, I am unable to see connection attempts to any banks at all. Normally, I would be able to see that. This usually indicates the use of a VPN or other protection software. I understand you said you have disabled these things, but based on what we see from our end, this is something to look into first.

    I have some follow-up questions for you:

    • You get stuck on the window that tells you it will redirect you to Fidelity. You never actually get redirected there, correct?
    • Do you have accounts with other banks added to Quicken?
      • If so, are those updating without issue?
    • Are you using the internet on a restricted network?
      • Examples include schools, workplaces, and even some home networks are set up this way.
    • Do you have another computer you can try this on?
      • This would rule out if something is preventing Quicken from connecting on the current computer.
    • Have you tried creating a new admin profile on your computer and then attempting to do this from there?
      • If not, this is another thing you can try to rule out if it's a settings issue with the current profile you are using.

    Looking forward to your response!

    Quicken Alyssa

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  • gtgerbo
    gtgerbo Quicken Windows Subscription Member ✭✭✭

    Have you tried a different browser? I have found that Quicken and Edge don't get along. So, when I encounter connection problems I switch my default browser from Edge to Firefox.

    Hope this helps.

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