[ONGOING] 6/25/24: Fidelity Credit Card Accounts Downloading with a Reverse Balance

Coach Natalie
Coach Natalie Administrator, Moderator admin

We are currently seeing an issue where credit card accounts with Fidelity are downloading with a reverse balance (positive instead of negative) in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do.

If you're experiencing this issue in Quicken Simplifi, we suggest navigating to your Account Settings and making sure the 'Type' is set to "Credit Card", as we have seen some success with this. You can find more details on changing Account Types for the Web App here and for the Mobile App here.

If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.

Thank you!

CTP-10289

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    ONGOING 7/9/24

    This Alert is still listed as ongoing and there is currently no ETA on a resolution, though we are continuing to investigate the issue. We will be sure to post back when an update or resolution becomes available, so please bookmark this Alert to receive those notices when they occur.

    We appreciate everyone's patience!

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited July 29

    UPDATED 7/26/24

    Our engineering team has been working on a workaround for the ongoing Fidelity issues we're seeing with Intuit, and we've added a new Finicity bank option for Fidelity that should work for you all in the meantime. Our support article here has more info on how to connect to the new bank option:

    https://help.simplifimoney.com/en/articles/3359549-top-bank-download-solutions#h_078cbe4cc3

    We hope this helps everyone for now as we continue to work on the Intuit connection issues!

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited August 9

    ONGOING 8/8/24

    This Alert is still listed as ongoing and there is currently no ETA on a resolution, though we are continuing to investigate and work on the issue. We will be sure to post back when an update or resolution becomes available, so please bookmark this Alert to receive those notices when they occur. In the meantime, you may utilize the workaround that was posted above:

    We appreciate everyone's patience!