Fidelity connection issue?

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: 

• Set up bank rules to categorize online banking transactions in QuickBooks Online.
• Reconcile an account in QuickBooks Online
• Categorize online bank transactions in QuickBooks Online

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!

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 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.

SAME HERE. Error 590. No transactions since 2/26/24. Everything is fine with FID. Stop blaming FID and FIX THIS PROBLEM AGAIN. Your product sucks. What are we paying for??? I use other services that have bank linking and have no issues. We all have work to do and taxes to file.

Yes, I talked to a rep.

Yes, I tried logging back in

Yes, Fidelity confirmed no issues

No, I didn't change my login

Yes, there are a lot of people with the same issue

AMEN!!!!!!!!

AMEN!!!!!!!

Hello there.

I've checked your posts and found that you've published similar questions twice. You can view the answer through this link: https://quickbooks.intuit.com/learn-support/en-us/banking/re-linking-fidelity-investments-to-quickbo....

I'll be right here to continue helping if you have follow-up questions regarding this topic. Assistance is just a post away.

Been on a chat session for over an hour now. You guy keep wanting to blame Fidelity. We’ve tried everything to resolve the issue. Your “engineers” are looking into the issue. You say 24-48 hours and the problems go away but I’m seeing plenty of others that have lingering issues. And we’ve been down this road before when you had a problem linking to Fidelity and I was without a link for 6 weeks. You guys really need to consider using a 3rd party like Plaid for account integration. Trying to do this yourselves isn’t working. We are paying for a product that doesn’t work as promised. Being told I can “manually enter transactions” is a slap in the face and a waste of time. It’s even worse when the connection starts working again because we then have to delete duplicate transactions. 

It looks like many folks are experiencing the same issues—all frustrated and justifiably so. I spent three hours on a call and am still waiting for an answer.  

By the way, I also use Quicken Classic for Mac, and it communicates seamlessly with Fidelity Investments, connecting and communicating with the same accounts that will not work in Quickbooks - how does that make sense? 

Let me elaborate on some details of this, Dmd.

There's an ongoing issue about not being able to connect the Fidelity Investment in QuickBooks Online (QBO). Our product engineers are working to get this fixed as soon as possible. 

As a workaround, you can download transactions from your bank and manually upload them to QuickBooks to keep up-to-date with the latest ones. 

In the meantime, I recommend reaching out to our support team so they can add you to the list of the affected users. This way, you'll be notified once the issue is fixed. 

Moreover, QuickBooks automatically downloads transactions to specific data. Learn how to categorize them using this article: Categorize Online Bank Transactions in QuickBooks Online.

You can always get back if you have any other questions when connecting your bank. We're always right here to assist you.

Wow…how do we get that?? I’ll gladly get that on my Mac if it means having a working product.

Hello there, @cmargerpositionwealth. I'm here to ensure your queries will be taken care of.

To clarify, are you referring to getting the Quicken Classic program for your Mac? If so, you have to directly reach out to their support or go to your device's app store to get one.

On the other hand, if you're referring to linking your Fidelity bank account to QuickBooks Online (QBO), you can follow the steps in this article: Connect bank and credit card accounts to QuickBooks Online. 

However, if you also encounter issues doing the process, I'd like to ask if you receive any error messages so I can provide timely resolution. In the meantime, let's check your bank's website if there are any maintenance issues or notifications that need immediate actions that may cause interruption when connecting the your bank. Then, connect it again.

If this does not work, I suggest manually importing your transactions to QuickBooks so you can start managing your books. 

Once your entries are in, you now have to match and categorize them to ensure they are allocated to the correct account. 

Feel free to leave a reply below if you have other queries connecting your Fidelity account in QBO. I'd be glad to share a resolution to help resolve your issue. Have a good day ahead.

Classic for Mac. I'll do whatever I have to fix this Fidelity linking problem. Thanks!

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!  

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.

It isn't the kind of experience I'd like you to have.

We have received reports about the issue of getting an error 590 when connecting Fidelity bank to QuickBooks Online.

I understand you already contacted our Phone support team. However, if you want to get added to the list of affected users, you can reach out to them again, so you will receive an email notification once an update is available.

Here’s how:

1. Sign-in to your QuickBooks Online company.
2. Click Help (?).
3. Select Assistant tab to get started and get quick, personalized answers. Select a suggested option or type a question or topic you need help with. If you need further help, you can still Talk to a human.

You can then choose a way to connect with us:

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

When everything is fixed, you can read this article about categorizing transactions to ensure the accuracy of your books: Categorize online bank transactions in QuickBooks Online.

Let me know if you have questions about connecting Fidelity bank account in QuickBooks Online. I'm always here to help. Have a great day.

Just got this email from Quickbooks...however the bank connection STILL ISN'T WORKING. See below snapshots...

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 1-800-488-7330 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

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. 

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. 

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. 

Newsflash...QB just sent another bogus update that "action on your part is required". They're asking us to log into Fidelity, check if our Fidelity account is active, and to acknowledge any terms and conditions. All of this has been done. FIX THE BROKEN LINK! This is not Fidelity's fault. Not sure how many different ways we need to say it. Other third party accounting software is successfully connecting to QB. Please don't send us bogus updates until the problem is FIXED.

Now, it is 16 days (stopped on 2/26) 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?
• Check with Fidelity 

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

Case 15113531283 or 15113623344

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!