Linking Fidelity Investments to Quickbooks.

Hey there, @wa4veg.

Let me help you connect your bank or credit card account so you don’t have to enter your transactions manually. 

1. Go to Transactions, then select Bank transactions.
2. Click Link Account.
3. Enter the URL or name of your bank in the Search field and select the bank.
4. Enter your Sign info in the Login and Password fields, then select Continue.
5. Choose the account that you want to connect and date to pull transactions from the dropdown ▼. Then, click Next.
6. Select your account type on the Account type ▼ dropdown, then click Next. If you don’t see the correct account type, select +Add new.
7. Click Connect, then select Done.

Please note that some banks allow you to download the last 90 days of transactions, while others can go back as far as 24 months.

After you connect your bank and credit card accounts, QuickBooks automatically downloads the latest transactions and suggests categories based on how you and other customers categorized similar transactions. If you can't find your bank, you can manually upload transactions instead. 

After your transactions are in, it's time to categorize them so they will be posted to the right accounts.

If you need further assistance in connecting Fidelity Investments to QuickBooks, just add them to the thread so I can help you out. Have a great day.

I've successfully linked the Fidelity accounts such that transactions are appearing in QBs. However, often there are duplicate entries of same absolute value differing only by sign: (+) vs. (-). I can exclude the wrong ones in these cases but there are others, not duplicated, but the sign is reversed, e.g.. (-) should be (+). 

(Fidelity classifies the three accounts as "mutual fund accounts".)

Hi there, wa4veg. I appreciate you getting back to us and providing additional information about your bank transactions concern.

Let me share information on how online banking works in QuickBooks Online (QBO).

The data we receive in QuickBooks depends on the information sent to us by the financial institution. As a result, once you connect your online banking to QBO, the transactions that appear on your account match those on your bank statement. I advise verifying your bank statement for the transactions recorded on your QBO account. But if the transactions show correctly on your bank statement, you can consider excluding the erroneous transactions nga na download, then manually import the correct ones.

For future reference, here's an article you can check for the best practices when reconciling your account: Learn the reconcile workflow in QuickBooks. It also provides information on what to do when encountering challenges during the reconciliation process.

If you have any further questions regarding bank transactions, please don't hesitate to contact us. We're ready to assist. Enjoy your day.

I'm trying to avoid extraneous information coming into QBs from Fidelity, only to exclude & delete ....?

Unfortunately if you already have a Fidelity account linked, the feed has been broken since 12/12 with NO RESOLUTION. This product is flawed. If your connection ever gets broken, you're screwed. They'll tell you to disconnect and reconnect the account, which only creates more headache. That will create a new QB account so now you'll have 2 Fidelity QB accounts that you can't merge. I've been trying endlessly to get this fixed and QB has done nothing.

Hello there, @cmargerpositionwealth.

Our engineers have already resolved the issue regarding QuickBooks Online (QBO) prompting users to disconnect and reconnect to Fidelity Bank.

Since the issue persists on your end, let's troubleshoot it together so your transactions flow into QBO seamlessly. You can follow the steps below to refresh your connection.

1. On the left navigation panel, click Transactions.
2. On the Bank transactions tab, click the Update button.
    
3. If you still see the error, look for a banner on the Banking page. Select the Check connections link and follow the steps to fix the issue.
4. When prompted to select the account you want to reconnect, choose Fidelity - Investments & Retirement Accounts.

If the issue persists, I recommend contacting our Customer Care Team. They can review your account and conduct further investigation in a safe and secure environment.

1. Go to the Help menu and select the Search tab.
2. Then, click Contact Us.
3. Then, enter a brief description of your concern and select Continue.
4. Lastly, choose either Start a Chat or Get a Callback to start connecting with them.

For more details on connecting your bank to QBO, you can refer to this article: Connect bank and credit card accounts to QuickBooks Online.

For future use, here's an article with some tips on how to reconcile your account: Learn the reconcile workflow in QuickBooks.

If you need any more information about reconnecting to your bank and downloading your transactions, feel free to reach out to us. We're here to help.

Our Fidelity accounts have been broken for weeks, QBO instructs to disconnect and reconnect.

Upon trying to reconnect, Fidelity is now longer showing up as a institution.

$200+ monthly in QBO fees- this is enough to start looking for alternatives.

That is super frustrating, as I've dealt with this plenty. I think i remember reading that some folks were having to search for nb.fidelity.com? (NetBenefits is the retirement plan division of FID). See if you can poke around. All else fails, I would chat with the help desk and get them to login to your computer. I'm sure FID is still there, just a matter of finding it. You'd think QBO would be better, but it's not. If i had more time to learn a new system, i'd have left weeks ago. I'm still open to finding a better solution.

We are equally frustrated by QBO's inability to service customers with Fidelity accounts.  It's been a constant cycle of broken connections over the past year.

My issues are with Fidelity Investments not Fidelity Bank. I have the accounts linked to QBO but the data feed is not clean. Extraneous transactions come across the feed. Often duplicates with only (+) or (-) sign differences.

Customer Service does not have a resolution. I disconnect and reconnect QBO and Fidelity everyday. It worked for years then stopped a couple months ago. Thanks QB. This is fun!

I understand your disappointment about your banking issue, @U2500.  Please know that this isn't the kind of experience we want you to have.

I can see that this is a duplicate post. My colleague, RCV already responded to your query about QuickBooks Online and Fidelity connection. You can reply to the agent through this link for further assistance. 

The QuickBooks Community team is always here to help if you have any other concerns or follow-up questions.

This is march and it has not been fixed. I cannot connect to a single fidelity account. Even after logging in and selecting the account. I think the issue is YOUR SOFTWARE and not the connection to Fidelity. FIX IT!!!

Hi there, @BeyondTheBox.

We appreciate you sharing your current situation here in the Community space. Know this isn't the experience we want you to have when using QuickBooks Online (QBO) to manage your bank transactions.

We've received similar cases about having issues connecting the Fidelity account to their company file. We recommend contacting our Customer Care Team so they can gather enough details and come up with a fix:

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Select either tab to get started:

• Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
• Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

See this page for support availability: QuickBooks Online Support.

Furthermore, here are some articles to help you manage bank transactions and learn more about reconciling an account:

• Categorize online bank transactions in QuickBooks Online.
• Reconcile an account in QuickBooks Online.

Feel free to visit us anytime if you need further assistance managing bank connectivity or transactions inside QuickBooks. As always, the Community team will be around to help you out again. Keep safe.

I'm having more problems with your link to Fidelity!! It's not updating transactions as of 2/26/24. Once again, your reps are telling me this is a problem with FID, which wasn't the case the last time. Your product is crap. FIX THIS!!!

"Something unexpected happened and we can't connect to Fidelity - Investments & Retirement Accounts. Try again in a few hours (590)"

We know the significance of connecting your bank to QuickBooks for your daily business operations, cmarger.

Please know that Error 590 is temporary and doesn't typically take more than 48 hours. It usually occurs when your bank is having system maintenance. With this, I recommend reconnecting your bank account after 24 hours.

However, if the issue persists, I suggest contacting our support team for them to review and assist you with this matter.

Here's how:

1. Log in to your QBO account.
2. Click Help (?).
3. Select Contact Us and choose a way to connect with us:

• Start a chat with a support expert.
• Get a call back from the next available expert.

In addition, you may also check this article to help you customize your transactions in QuickBooks: Categorize online bank transactions in QuickBooks Online.

Don't hesitate to reply to this thread should you need further assistance with your bank connectivity in QuickBooks. We're one click away.

Still not working. Your cut and paste suggestions are garbage. Until someone at QB actually has a real solution, don't bother posting anything.

I recognize the relevance of integrating Fidelity Bank to your QuickBooks account, cmarger. 

Managing online bank transactions is crucial to ensure the accuracy of your books and other financial statements. As per checking, we've received volumes of related cases about this issue. We'll implement measures and updates to provide timely resolution, so you can get back in handling your overall accounting data.

With this, you may consider following the steps mentioned in contacting our Customer Care Team above. This way, we can gather enough details and provide proper fixes for this concern. 

Once everything comes in handy in the future, you can start categorizing and reconciling your accounts to make sure they always match your bank and credit card statements.

I'll be on this thread anytime you require additional assistance managing bank transactions in your account. Feel free to reply below, and I'll be around to get you covered. Stay safe.

Just wanted to say that I'm following your profile, not just because I trust you more than any of the copypasta QBO "Support" is offering, but because you're also hilarious.

Keep up the good fight.  This product is a joke.

Just got this email from Quickbooks..unf the Fidelity bank link is still NOT WORKING...see snapshots below from my computer.

Dear Valued QuickBooks Online Customer,

We are pleased to inform you that your issue has been resolved. The resolution has been implemented and this bank account should be ready for your use.

If you require additional information, please call QuickBooks Support at [removed] to speak with a support person directly or you can use the Help link found on the top right of any screen in your QuickBooks Online company. From there, you can search for the best answer to fit your question or contact QuickBooks Customer Care if needed.

Thank you,

QuickBooks Online Support

I can confirm that as of yesterday (3/8/24) I get the same message. I am able to log into Fidelity through Quickbooks online and make all the required selections. I choose only one account to share with Quickbooks. The message above appears as the very last step after everything else worked as expected. So, no Intuit has not fixed the issue. My account has not connected since January.

I understand the importance of connecting Fidelity Investment to QuickBooks Online (QBO), BeyondTheBox. I'm here to share insights about this. 

We've received similar cases or reports about the Fidelity Bank issue. I recommend contacting our Customer Care Support team so you'll be added to the list of affected users. This way, you'll receive email updates on the investigation's status and be notified once it's been resolved.

Here's how to reach them:

1. Click the Help menu in the upper-right-hand corner.
2. Type in Talk to a human, then press Enter.
3. Select Contact Support Team.
4. Type again Talk to a human and click Contact Support Team.
5. Choose a way to connect with us.

Here are some articles that help ensure accounts are matched and accurate. Visit them moving forward for detailed instructions:

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account

Thank you for your patience and understanding while we look into this further. Keep me posted if you have other questions about connecting your bank to QBO. I'm always here to help. Have a great day. 

We have also had this issue in the past (December I believe, and before that as well) and have been disconnected since Feb 24. Exact same errors as shown above. Did the chat support and was added to the "priority" list but of course still no fixes. 

Will this be the final nail that makes me stop trying to make Fidelity and QBO "work"?

It's been a total nightmare.

Hi there, @christine

I completely understand how crucial it is to keep your financial statements accurate by connecting your online bank transactions. It can be a tough situation to handle, but please know that I'm here to help and support you in any way possible.

We have received several reports about the issue and have implemented measures and updates to ensure a timely resolution for you. You can count on us to assist you in managing your accounting data without any hassle or inconvenience.

To address this, please follow the steps provided in contacting our Customer Care Team above. They will be able to gather enough details and provide proper fixes for your concern. They can investigate the matter further and create an investigation ticket if other users are experiencing the same issue. You will receive email updates and notifications once the issue is resolved.

Moving forward, you can categorize and reconcile your accounts to ensure they always match your bank and credit card statements.

You can ask follow-up questions or submit new ones if you need anything else with connecting your bank. The Community is always ready to help you all the time.