Fidelity connection issues
I was asked to reconnect my fidelity account and when I go to do that I get a “this financial institution is not available right now” message. All my accounts within fidelity are now disconnected.
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Hello @captainkeithy,
To help troubleshoot the issue, I checked on our end and can see that there is an expired token error. To correct this, please follow these steps:
- Navigate to the financial institution's website, sign in, and then remove Quicken's access from their third-party linked apps.
- Return to Quicken Simplifi and reset the connection for the financial institution. For instructions on resetting the connection, please use this article:
- Please make sure to carefully relink the accounts to the existing accounts in your Quicken Simplifi. For instructions on linking accounts, please use this article:
Please let me know how it goes!
-Coach Kristina
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Did NOT work
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Hello @captainkeithy,
Thanks for reaching out! I can see from our side that you are currently trying to connect to the Finicity instance for Fidelity in Quicken Simplifi. I would suggest trying to connect with the "Fidelity Inv & Retirement" option to see if this works for you.
Let us know how that goes!
-Coach Jon
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I did it that way because that was the work around for having my HSA show up and update. Has that issue been resolved through the regular fidelity login?
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Hello @captainkeithy,
Thanks for the reply. Usually, if there is an issue with a certain instance for a user we can have the user try another instance to verify if that resolves the issue. In your case, you are using the Finicity option to connect to Fidelity, so it may be good to try the Intuit option "Fidelity Inv & Retirement".
Let us know!
-Coach Jon
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