Fidelity Sync and Add Errors

whyme

I created a new custodial UTMA account at Fidelity and have been unable to add it. I authorize permissions but they do not add. It says my other accounts are syncing but I keep seeing error messages. Lately many of my accounts sink, but say they had sync errors. Coinbase, Fidelity are the frequent offenders.

Coach Jon

Hello @whyme,

Thanks for reaching out! I think we will need more information on the issue you are experiencing here. Can you please supply screenshots showing the error you are receiving? Additionally, does the account show up in the account discovery window as an account available to add to Quicken Simplifi?

This could also be caused by your user token having expired. This can happen after having the account connected for more than 90 days.

• To gain a new token, you will have to revoke Quicken from accessing your bank's website, then reconnect your accounts.
  1. Navigate to the bank's website, sign in, and then remove Quickens access from the bank's third-party linked apps.
  2. Make all of the accounts with the bank manual by following the steps here.
  3. Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
  4. If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

Let us know!

-Coach Jon

whyme

The issue is I have 8 fidelity accounts. I followed your method to make everything manual. When I add them back, only 7 are shown and linked even though I gave permission for 8. I will message you the images.

Coach Jon

Hello @whyme,

Thanks for the reply. I received your DM. Can you please let us know what type of account a UTMA account is? Has the account been recently created? Sometimes we have seen that just recently created accounts can take a few days to show up for third-party sharing from the bank's side.

-Coach Jon

whyme

It's a custodial Brokerage account. It was created on Saturday. Does it just pop up? Do I need to do anything to get it to add in Simplifi? Or keep trying.

Coach Jon

Hello @whyme,

Thanks for the additional information. You will need to keep trying to add it if this is a case of the account being too new to share yet. It may also be good to try verifying with Fidelity to see if or when the account should be available for third-party sharing. If they confirm the account should be available by now, then please let us know the following information please:

• Has there been any activity in the account in the last 90 days?
• Is the account considered an external account (i.e. are you redirected to a different website when selecting the account on the bank's website)? If so, what URL are you redirected to?
• Is the account a subtype of a different account?
• Has the bank made any recent changes to its website or sign-in process?
• Are you the owner of the account?
• The name of the account, as it appears on the bank's website.
• If the issue is occurring on an existing Quicken Simplifi account, the name of the account as it appears in Quicken Simplifi.
• A screenshot of the Accounts Summary page from the bank's website (the page that lists all accounts and balances - feel free to redact any private info) that has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).

-Coach Jon

whyme

I was able to add it today. Thanks! There is some 2-3 day delay before it works.