Missing Transaction from Fidelity 401k contributions.
Re-asking because it's still broken. Only pulls at most one transaction per day. Not sure why this discussion was closed.
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@Another Stephen, thanks for reaching out!
To clarify, the prior thread was closed due to no response after some time had passed. With that, were you able to get the account connected via the "Fidelity Inv & Retirement" option in Quicken Simplifi? And are you referring to holdings, or to Investment Transactions?
Please let us know so we can best assist!
-Coach Natalie
-Coach Natalie
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ah yeah I don't get on here other than once a month to true up and the months data.
Investment transactions.
This is the closest think I could find to "Fidelity Inv & Retirement" in the accounts. Is this what you mean? It does not work. (well it works for account balance and 1 transaction per day. But more than 1 transaction per day just gets lost and I have to add it manually which is getting old.
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@Another Stephen, thanks for posting back!
I see now that you are on our Finicity aggregator, which is why the "Fidelity Inv & Retirement" option isn't showing for you in Quicken Simplifi. As far as I can tell, I think the Fidelity Investments one that you're using is the best bet. With that, however, we are currently experiencing issues with accounts updating on Finicity:
Have you tried disconnecting and reconnecting the account? I'd definitely suggest giving these steps a try:
- Make all of your Fidelity accounts manual by following the steps here. Once done, you will see the accounts listed in the 'Manual Accounts' section under Settings > Accounts.
- Navigate to the bank's website and remove Quicken's access from the bank's third-party linked apps.
- In Quicken Simplifi, go back through the Add Account flow to reconnect to the bank.
- Carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.
Let us know how this works for you!
-Coach Natalie
-Coach Natalie
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Any updates, the issue is still happening after the Finicity issue has been fixed.
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@Another Stephen, thanks for posting back, though I'm sorry to hear that the issue persists.
Did you follow the steps I provided above to establish a completely fresh connection with the bank now that the Finicity Alert has been resolved?
- Make all of your Fidelity accounts manual by following the steps here. Once done, you will see the accounts listed in the 'Manual Accounts' section under Settings > Accounts.
- Navigate to the bank's website and remove Quicken's access from the bank's third-party linked apps.
- In Quicken Simplifi, go back through the Add Account flow to reconnect to the bank.
- Carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.
If not, I'd definitely suggest giving this a try and then keeping an eye on things to see if the behavior improves for you.
Please let us know how it goes!
-Coach Natalie
-Coach Natalie
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Hmm it did get 1 of the transactions, so I'm not sure how a new connection would help, but I'll try it and post back next week when the new contributions hit the account
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