Fidelity not downloading transactions

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Answers

  • cjim
    cjim Quicken Windows Subscription Member ✭✭✭

    @Quicken Anja - For some reason I do not have permission to access the Community Alert you posted above:

    https://community.quicken.com/discussion/7971667/new-3-2-26-fidelity-investment-fdp-101-cc-601-cp-script-error/p1?new=1

    I am getting this error:

    Permission Problem

    You don't have permission to do that.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @cjim,

    Thank you for bringing this up.

    The alert you are referencing was marked Resolved on 3/24/26 and has since been archived. This is why you can no longer see it.

    If you are still experiencing the issue, you should reach out to Quicken Support directly.

    Hope this helps!

    Quicken Alyssa

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  • cjim
    cjim Quicken Windows Subscription Member ✭✭✭

    @Quicken Alyssa - I am still experiencing the issue where some transactions from Fidelity are not being downloaded. It does not happen all the time but it does happen.

    As for reporting the issue to Support, I have come to the conclusion that it is not worth the effort any longer. I have come to realize that once Support determines that an issue has been resolved (even when it has not) nothing further happens towards fixing it no matter how many times you report it.

    This has been my experience with the on-going issue that Fidelity has with transactions being downloaded as Unidentified Securities. That issue was deemed resolved a long time ago however there are many people that are still experiencing the problem and have reported the problem as I have.

    I have been a long time customer and while I continue to use Quicken and like the product I must say that lately I have become disappointed with Support. On the flip side the Quicken Community Forum team have always been very helpful.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @cjim,

    Thank you for providing additional context.

    I am sorry to hear you have not had a great experience with our support team. I can offer troubleshooting steps for missing transactions if you'd like. If the steps don't resolve the issue, then the next step is reaching out to support, though.

    I would suggest trying again with support. Let us know how it goes; maybe we can help with that process.

    As for the "Unidentified Security" issue, that has been escalated internally and is currently being worked on. I can see that you are part of the escalation. If you would like to contribute to the investigation, you can do so by sending over log files.

    To do that, go to Help>Report a Problem>Send to Quicken.

    Help>Report a problem.png

    Let us know if you do send them over so we can get them added to that ticket.

    Thanks again!

    [CTP-16956]

    Quicken Alyssa

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  • dp_go_blue
    dp_go_blue Quicken Windows Subscription Member ✭✭

    this issue with Fidelity remains unresolved for many of us. I submitted another error report today. Unlikely to see this fixed anytime soon I suspect.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @dp_go_blue,

    Thank you for adding to this discussion.

    Can you tell us specifically what issue with Fidelity you are being affected by so we can point you in the right direction?

    Looking forward to your response!

    Quicken Alyssa

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  • dp_go_blue
    dp_go_blue Quicken Windows Subscription Member ✭✭

    I am part of the same issue in this community message and should arelady be part of the ticket escalation. Please review that for confirmation.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @dp_go_blue,

    Thank you for clarifying.

    You are included on CTP-16956. This is still under investigation, and we do not have an ETA as to when it will be fully resolved.

    Thanks again!

    Quicken Alyssa

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