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Dmdjd2163
March 4, 2024
Question

Fidelity connection issue?

  • March 4, 2024
  • 4 replies
  • 11 views
It has been seven days since I lost my connection to Fidelity Investments. What is going on?

    4 replies

    S
    Shania_CQuickBooks Team
    QuickBooks Team
    March 4, 2024

    Hi there

     

    Please be assured that we understand the urgency of this matter and aim to help you successfully connect your bank account in Fidelity Investments to QuickBooks Online.

     

    Before we proceed, may I please confirm if you have encountered any errors during the connecting process? Also, to clarify, when you mentioned "lost connection", are you referring to the connection with your bank transactions or the connection to the bank itself?

     

    That being said, I am here to guide you learn what to do if you see error messages or don't see recently downloaded bank transactions.

     

    Start a manual download

     

    For most banks, QuickBooks downloads the latest available transactions every night around 10 PM PT. Some may take a little longer. If downloads seem stuck, or you want the latest available transactions, do a manual download:

     

    1. Go to Transactions,
    2. Then Bank transactions.
    3. Select Update.

     

    This updates all your connected bank and credit card accounts. The number of transactions in each account tile will increase if QuickBooks downloads new transactions.

     

    Tip: If you see a message about additional authentication, follow the on-screen steps to continue the update. Not all banks require this, but some do for added peace of mind.

     

    Moreover, if you recently updated anything on your bank’s website, like your account number, username, or password. You have to update that info in QuickBooks as well:

     

    1. Go to Transactions, then Bank transactions.
    2. Select the tile for the bank account. Then select the Edit ✎ icon.
    3. Select Edit sign-in info.
    4. Update your info as needed.

     

    Furthermore, I also suggest contacting Fidelity Investments directly to confirm if they still support connecting bank feeds with QBO and if there have been any updates to their online banking platform.

     

    I'm also adding this helpful article as your reference in setting up a bank after connecting in QBO: 

     

     

    Please do come back to this post if you have further concerns or follow-up questions regarding bank connection in QBO. Just hit the reply button and will be there to assist. Keep Safe!

    D
    Dmdjd2163Author
    March 5, 2024

    The error is with connecting to the bank. Error code 101. When I attempt to relink to the bank I get an error code 590. I have not reached out to Fidelity yet.  There have been no changes in my account information with my accounts at Fidelity. I’ve tried the manual download route but without success. 

    I
    IrishNinoJ
    March 5, 2024

    I appreciate what you've done on your end, Dmdjd2163. Allow me to go into detail about this issue that you're experiencing in QuickBooks Online (QBO).

     

    Error 590 is temporary and only occurs when your bank is under website maintenance or updates, which lasts for a couple of hours. That said, I'd recommend connecting your Fidelity Bank to QuickBooks after 24 hours.

     

    Furthermore, you can manually upload your transactions to QuickBooks if you require urgency with managing your transactions.

     

    Also, I'll add this article that you can check if you need help with reviewing and arranging your data in QBO: Categorizing online bank transactions in QBO.

     

    Keep us posted if you have other questions or concerns. Feel free to come back here in the Community, we're here to assist you 24/7.

    D
    Dmdjd2163Author
    March 7, 2024

    Now it is 10 days without a connection to Fidelity Investments.  And please spare me the non- responsive support answer:

    • what code are you getting?
    • Steps to do a manual download?

    I have spent hours on the phone with support - it's time for you to fix this!  

     

      C
      cmargerpositionwealth
      March 7, 2024

      Amen!! And it’s the 2nd time in 3 months that this has happened. It took 6 weeks to fix the last time. I’m pretty close to having to manually import my data. Which defeats the purpose of paying for this.

        D
        Dmdjd2163Author
        March 9, 2024

        So I did a trial of “copilot” a budget app. It connected with Fidelity Investments seamlessly  - looks like the issue many of us are experiencing with QB and Fidelity Investments is all in the hands of QB. Still waiting to be able to use QB as it was designed. 

        C
        cmargerpositionwealth
        March 9, 2024

        QB needs to hire Plaid or someone similar for their account aggregation. I think they’re either trying to do this on their own or using a faulty program. So, do you know if we need to submit a new ticket?? So much mis-information floating around. Their paid trolls keep telling us that it’s working. 

        D
        Dmdjd2163Author
        March 9, 2024

        The irony is that "CoPilot" (I'm sure there are others - we know Quicken has) has successfully implemented Fidelity's proprietary connection link - something that QB finds elusive to date. 

        D
        Dmdjd2163Author
        March 16, 2024

        The connection is back.  I appreciate this, but all the drama leading up to the resolution was unwelcome.  Putting customers through hours of useless troubleshooting when it had to be apparent all along it was a QB internal problem is not good!  

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