Problem Updated Fidelity Visa Transactions

amintzer · December 2023

My Fidelity Visa transactions have not updated for the past few days. I had to reset my Fidelity access to the new protocol. All of the other fidelity accounts are updating but not the Visa transactions. Anyone else having this issue?

Coach Kristina · December 2023

Hello @amintzer,

To assist with this issue, could you please provide more information? Are you using the Fidelity Rewards Credit Card, or is this a different card through Fidelity? Were you having issues updating the account before you had to switch over to the new protocol? If so, when did the issue first start? Are you getting any error messages and/or error codes when you try to update that account?

There is a known issue connecting with Fidelity Rewards Credit Card accounts. It is possible that this is the reason it's not updating:

https://community.simplifimoney.com/discussion/5353/ongoing-8-28-23-fidelity-rewards-credit-card-returning-102-and-105-errors

I look forward to your reply!

LTGRPH · December 2023

I continue to have a similar problem with my Fidelity Rewards Visa… After the Fidelity update around 2-3rd week in December I had to reset my Fidelity Accounts. Then Fidelity linked fine with Simpifi until 12/19/23. I have no newer transaction posted in Simplifi although the Visa card is being regularly used. I have reset again, even linking all my Fidelity accounts (even though I do not use Simpifi to monitor my investment accts). Are we to the point that I need to switch this to a unlinked/manually managed acct. I am not getting 102 or 105 errors and the Simplifi Accounts setting show my Fidelity Visa and Fidelity Core Accts are connected.

I have been a Simplifi subscriber for <60 days and this issue has consumed my Simplifi learning curve. Frustrating.

Coach Natalie · December 2023

@LTGRPH, thanks for reaching out on the topic!

To better understand the issue, please provide some additional details:

What option is your Fidelity Rewards Visa card connected to in Quicken Simplifi?
What type of account is this account classified as in Quicken Simplifi (i.e. is it showing up as a credit card account or an investment account)?
Have you gone through the troubleshooting steps outlined here and identified any potential culprits for the missing transactions, by chance?

Please let us know so we can best assist!

-Coach Natalie

amintzer · January 4

https://community.simplifimoney.com/discussion/comment/22903#Comment_22903

I am using the Fidelity Rewards credit card. I was not having issues before switching to the new protocol other than Fidelity not updating on most weekends. The update worked for a few days after using the new protocol but hasn't updated since 12/28. There are no error messages, just no updates. I've tried to reset the account again and that didn't help.

PolyNomad · January 4

I am having the same issue. No Fidelity Rewards Visa transactions downloading since 12/28.

apezam · January 4

hi, I have the same issue. Fidelity cards quit updating since December 28. No error just no transactions downloaded

apezam · January 4

it is getting “better” my spouse Fidelity reward card just downloaded random transactions from end of December, but it missed a few. How can one trust Simlifi data?
Card in my name is still not downloading anything

Simlifi and Fidelity like water and oil. They don’t want to play together. Perhaps Simlifi should alert Fidelity customers about it

Frustrated!

amintzer · January 4

Yes - I got a few transactions from Jan 3rd downloaded but still missing from Dec 29-Jan 2.

Coach Natalie · January 4

Hey everyone, I'm sorry to hear that you all are experiencing this issue with your Fidelity Rewards Visa in Quicken Simplifi. Let's give the following steps and try and then keep an eye on things from there:

Make your Fidelity account(s) manual by following the steps here.
Once you see the account(s) in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect "Fidelity Inv & Retirement".
Carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

Please let us know how it goes!

-Coach Natalie

apezam · January 5

I went through the steps above and it did not work although all accounts appeared to connect fine.

Credit card transactions did not update

apezam · January 5

double checked again and it still not working

amintzer · January 5

I did the same reset yesterday and nothing has changed. I'm still missing most of the transactions from Dec 29-Jan 4 with the exception of a few transactions from Jan 3rd that downloaded.

Coach Natalie · January 5

Thanks for giving that a try!

I'd like to get a ticket filed for this issue. To do so, I'll need each of you to provide the following data:

Confirm that the account is connected using the "Fidelity Inv & Retirement" option.
The name of the account the transactions are missing from, as it appears in Quicken Simplifi.
The Date, Payee, and Amount of a few example transactions that are currently missing in Quicken Simplifi.
A screenshot of the example transactions from the bank's website.
A screenshot of the corresponding register in Quicken Simplifi showing that the transactions are missing.
Confirm whether the missing transactions are impacting the balance in Quicken Simplifi or not.

-Coach Natalie

apezam · January 5

Please file the ticket and see info below:

Confirm that the account is connected using the "Fidelity Inv & Retirement" option.

Yes

The name of the account the transactions are missing from, as it appears in Quicken Simplifi.

Ross Fido Visa Signature Rewards

Jodi Fido Visa Signature Rewards

The Date, Payee, and Amount of a few example transactions that are currently missing in Quicken Simplifi.

Jodi Fido Visa Signature Rewards

29Dec23, Kohls, $120.45

A screenshot of the example transactions from the bank's website.

A screenshot of the corresponding register in Quicken Simplifi showing that the transactions are missing.

Confirm whether the missing transactions are impacting the balance in Quicken Simplifi or not.

No

KSU_SecretSquirrel · January 5

Confirm that the account is connected using the "Fidelity Inv & Retirement" option.
1. Yes it is
The name of the account the transactions are missing from, as it appears in Quicken Simplifi.
1. Fidelity Visa
The Date, Payee, and Amount of a few example transactions that are currently missing in Quicken Simplifi.
1. Jan-02-2024
  Spotify
  $14.99
2. Dec-30-2023
  Costco
  $6.00
3. Dec-30-2023
  Costco
  $167.43
4. Dec-30-2023
  Costco Gas
  $21.25
5. Dec-30-2023
  Tyler Technologies
  $34.00
6. Dec-30-2023
  State Farm
  $157.96
7. Dec-30-2023
  Ticketmaster
  $62.65
8. Dec-31-2024
  Steam
  $24.77
9. Jan-01-2024
  Www.screenland.com 181-69947380 Mo
  $16.00
10. Dec-29-2023
  Poshmark
  $104.70
11. Dec-28-2023
  Sp Obvious Plant Httpsobviousp Ca
  $27.63
A screenshot of the example transactions from the bank's website.
A screenshot of the corresponding register in Quicken Simplifi showing that the transactions are missing.
Confirm whether the missing transactions are impacting the balance in Quicken Simplifi or not.
1. The balance for the credit card shown in Simplifi is correct, even though the transactions are not updated.

Diana43 · January 5

I'd like to get a ticket filed for this issue. To do so, I'll need each of you to provide the following data:

Confirm that the account is connected using the "Fidelity Inv & Retirement" option.
1. Yes
The name of the account the transactions are missing from, as it appears in Quicken Simplifi.
1. "529 Visa Signature"
The Date, Payee, and Amount of a few example transactions that are currently missing in Quicken Simplifi.
1. I've got 1 missing transaction (Dec-27-2023Salon Sogno Shrewsbury Ma$55.00)
2. Multiple transactions have incorrect dates (screen shots below)
A screenshot of the example transactions from the bank's website.

A screenshot of the corresponding register in Quicken Simplifi showing that the transactions are missing.

Confirm whether the missing transactions are impacting the balance in Quicken Simplifi or not.
1. Overall balance is the same between credit card site and Simplifi.

Diana43 · January 6

@Coach Natalie please see my details posted above, I wonder if the date issues I'm reporting are related to the same issue.

amintzer · January 7

I'm not able to screen shot due to security issues on my network but I can provide the following:

Confirm that the account is connected using the "Fidelity Inv & Retirement" option.

Confirmed

The name of the account the transactions are missing from, as it appears in Quicken Simplifi.

"Fidelity Visa"

The Date, Payee, and Amount of a few example transactions that are currently missing in Quicken Simplifi.

Transactions came through on 12/28, then a few on 1/3 and 1/4 (but not all for 1/4). One example is 1/3 Circle K for $42.07 and 1/3 Kobs Green Market for $7.48

A screenshot of the example transactions from the bank's website.
A screenshot of the corresponding register in Quicken Simplifi showing that the transactions are missing.
Confirm whether the missing transactions are impacting the balance in Quicken Simplifi or not.

The balance appears correct.

Dana Shaver · January 7

Hello,

I have the same problem with my Fidelity Visa Rewards.

Yes
Fidelity Visa Rewards
Dec-29-2023Airbnb$169.99 Dec-29-2023Netflix$24.60 Dec-28-2023Kirby-ecommerce 800-437-7170 Oh$17.36
Attached
Attached
The account balance is correct even with missing transactions.

Dana Shaver

AriaFI · January 8

Same issue. Very frustrating. It ruins budgeting within the app.

amintzer · January 8

It seems to work sporadically. I had not uploaded transactions from 12/29-1/2, then transactions uploaded from 1/3-1/5 but now nothing since then.

swiederin · January 8

Same issue. Some transactions are missing.

Coach Natalie · January 8

Thanks, everyone!

I have submitted a ticket for this issue and will let you all know when we hear back.

-Coach Natalie

CTP-8678

KSU_SecretSquirrel · January 10

I'm seeing new transactions rolling in now on my Fidelity Rewards Visa starting on January 8th, however, transactions from December 29th to January 7th are still not there. I'm hopeful that in a few days it will sort itself out or I'll have to manually add a handful of transactions.

amintzer · January 10

I am getting charges come through now (with a gap between Dec 29-Jan 3) - except no pending charges are coming over.

swiederin · January 16

Did get some transactions several days ago….now nothing.😣

aotto · January 18

I'm now having this same issue as well. My transactions were working fine until recently, but the last one that posted was jan 10th. As this is my main credit card, hopefully this can be resolved soon.

Coach Natalie · January 19

@aotto, thanks for reaching out on this topic!

If you'd like to provide the following info, we can certainly add you to the ticket for this issue:

Confirm that the account is connected using the "Fidelity Inv & Retirement" option.
The name of the account the transactions are missing from, as it appears in Quicken Simplifi.
The Date, Payee, and Amount of a few example transactions that are currently missing in Quicken Simplifi.
A screenshot of the example transactions from the bank's website.
A screenshot of the corresponding register in Quicken Simplifi showing that the transactions are missing.
Confirm whether the missing transactions are impacting the balance in Quicken Simplifi or not.

-Coach Natalie

Dick · January 22

Coach Natalie

I’m a new Simplifi user, coming over from Mint (which was also having problems connecting to Fidelity).

Confirm that the account is connected using the "Fidelity Inv & Retirement" option.

Confirmed

2. The name of the account the transactions are missing from, as it appears in Quicken Simplifi.

Fidelity Visa [removed - privacy]

3. The Date, Payee, and Amount of a few example transactions that are currently missing in Quicken Simplifi.

Culpeper Farm & Home, 1/20/24 for $126.98. Shell/shell 1/20/24 $47.95 and about 10 other transactions.

4. A screenshot of the example transactions from the bank's website.

5. A screenshot of the corresponding register in Quicken Simplifi showing that the transactions are missing.

6. Confirm whether the missing transactions are impacting the balance in Quicken Simplifi or not.

The balance is correct even though the transactions are missing.

Thanks

Coach Natalie · January 23

@Dick, thanks for letting us know!

Are you able to provide the screenshots that were requested for numbers four and five so I can add you to the ticket? You can DM them to me if you prefer to keep them private.

Much appreciated!

-Coach Natalie

Problem Updated Fidelity Visa Transactions

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