Fidelity Inv & Retirement reconnect notification issue (edited)
I was asked to reconnect my Fidelity accounts this morning (red exclamation point). And I did. But I'm still getting a red exclamation point saying I need to reconnect the account. When I try to do it again, it says (of course) that I've already reconnected the account (which I know because I did it). But still, a red exclamation point keeps showing up. This is the screen that I get when I try to re-reconnect it.
Is anyone else running into this? Every day seems to bring another problem with a connection with my banks and investments.
Comments
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Hello @lwyman,
Thanks for reaching out! From our side, it looks like we are seeing successful connection attempts to Fidelity Inv & Retirement for you. If the red exclamation point is still there but the account is connected, I would suggest signing out and back in or trying from a different browser/incognito mode to see if the behavior continues.
-Coach Jon
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I tried all of your suggestions, but I still have the red check mark. I am not sure if it's connected or not, so I'll wait until tomorrow's refresh to see if it is. It is interesting that I have two separate Fidelity accounts (both are different ownerships and credentials), and both of them initially reconnected without any problems, but only one now shows the red checkmark.
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Hello @lwyman,
Thanks for confirming. We will await tomorrow's refresh for you, but in the meantime, I would suggest a fresh connection to see if this works for you. Your user token may have also 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 and then reconnect the accounts. Navigate to the bank's website, sign in, and then remove Quicken's access from the bank's third-party linked apps.
Afterward, you can make the accounts manual and then use the Add Account flow to get a completely fresh connection. If the connection is successful, you'll then want to link the accounts to your existing Quicken Simplifi accounts. Let us know how that goes!
-Coach Jon
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I am having the same issue with two different Fidelity logins . . . .
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Hello @btsmith52,
Thanks for reaching out. I would suggest also trying the same steps I gave above. Let us know how that works for you!
-Coach Jon
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The Fidelity accounts are still not connected. I followed your suggestions of disabling access on Fidelity, making the account manual, and setting up a brand new connection, and everything seems to go ok on Fidelity's end, but when I'm sent back to Simplifi, it gives me the Simplifi screen that says I've already added all of my accounts at this bank (even though Fidelity has again granted access to Quicken on their website). So, after all of that, could Simplifi just see what it's doing to prevent me from reconnecting to Fidelity? This is now happening with all of my TIAA accounts. So currently, I do not have access to Merrill Lynch, T Rowe Price, TIAA, and Fidelity. I would venture to say that none of these are obscure banking institutions and I'm shocked that others on Simplifi just don't care that they can't connect to them. I mean, patience is one thing, but there's a level of service that Quicken just needs to meet.
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Hello @lwyman,
Thanks for the update. To help troubleshoot, can you navigate to Settings > Accounts to see if Fidelity Inv & Retirement is listed as a financial institution there, please? From our side, I am still seeing no error and the connection you are making seems fine. To clarify, are the accounts still connected, and is there still just a red exclamation mark showing? Or are the accounts disconnected with the "you have already added all of your accounts at this bank" showing as you try to connect now?
-Coach Jon
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@Coach Jon - The Fidelity accounts are listed in Accounts (though manual now, since in following your instructions, I made them manual). So the accounts could not be reconnected, since I'm getting the "you've already added all your accounts" error screen, and there are red exclamation points next to each of them. Each time I try to re-connect them, everything goes fine when I'm entering the information on the Fidelity site, but when I'm returned to Simplifi, I get the error screen saying I've already added all of the accounts from this bank. So I'm in the process of making the accounts manual so that I at least have a complete picture of my financial position until the problem can be fixed. But since some of my other accounts have been out for months waiting for a resolution, I have to settle for a manual setup.
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Hello @lwyman,
Thanks for following up. Since this is not an issue related to a current known issue that I am aware of, we would want to troubleshoot this issue with you in order to get it resolved or reported. To clarify from an earlier response I gave, did you ever try seeing if another browser/incognito mode worked when trying to connect? Additionally, if you check Settings > Accounts, is there any other listing for Fidelity that could have an existing connection?
Thank you,
Coach Jon
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@Coach Jon - This morning I tried reconnecting, and got an entirely different interface (through Mastercard). It connected the accounts without a problem. I have to say I'm glad the accounts are back on line, but I still don't understand why the accounts went out in the first place, and why there was so much trouble getting them back. Clearly something big changed on Simplifi's end over the day that I first encountered the problem and its fix. From my end, I did nothing different. It just speaks to a very shaky infrastructure, and I wish Simplifi would give users a little more information about the difficulties of supporting these connections. All we know is that is being looked at (sometimes for months), with no specifics and no results. I think eventually it will make people leave an otherwise well thought out finance app.
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