Fidelity accounts "Not Provided" cash balance

leishirsute
leishirsute Quicken Windows Subscription Member ✭✭✭✭
in Errors and Troubleshooting (Windows)

After resolving the CC-501 errors for Fidelity accounts, now the cash balance in the investment register shows "Not Provided" for all Fidelity accounts as well as weird selection box which does nothing in the Update Cash balance window. Datafile validation did not fix it. Renaming "runtime.dat" did not fix it.

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Is anyone else seeing this behavior?

Deluxe R66.23, Windows 11 Pro

Comments

  • leishirsute
    leishirsute Quicken Windows Subscription Member ✭✭✭✭

    Update: I reset one Fidelity account connection in a test datafile. Quicken went through the Fidelity logon and authorization process. That fixed the issue for the test datafile and, somehow, for all other datafiles with the Fidelity accounts. Very strange. It points to an issue with the Quicken desktop program's global settings. But the problem is now resolved.

    image.png

    Deluxe R66.23, Windows 11 Pro

  • Quicken Laura
    Quicken Laura Quicken Windows Subscription Moderator mod

    Hi @leishirsute,

    Thank you for sharing the steps you took to resolve the issue. This will be very helpful for other users who may encounter the same situation.

    Please feel free to reach out if you have any additional questions or need further assistance.

    Quicken Laura

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