Download Investment Portfolio Transactions has stopped working

Terry's Avatar

Terry

17 Nov, 2020 06:10 PM

Hello...
My Download Investment Portfolio Transactions has stopped working. When I try to initiate I get a blinking cursor and blue circle with a white x inside to the left of the cursor. Any idea what's wrong?

  1. 1 Posted by fi on 05 Dec, 2020 11:10 PM

    fi's Avatar

    I am seeing this with my Fidelity account.

    In the MD 2021 (2006) Investment account window with a selected account, I click on the Download button, see a "Downloading Transactions..." status at the bottom of the window and...nothing. No updates. No error message.

    Try the Menu: Online > Download <specific account> (or use cmd-D). I am prompted for the password, the prompt window disappears, "Downloading Transactions..." again appears at the bottom of the account window and...no updates.

    Anyplace else to look for a status message or some indication of failure besides no transactions appearing?

  2. 2 Posted by jonh on 07 Dec, 2020 05:48 PM

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    This subject is actively being discussed in the Online Banking forum

  3. 3 Posted by fi on 07 Dec, 2020 08:30 PM

    fi's Avatar

    Hi Jon,

    From a no-nothing perspective: I’ve seen discussions around banking transactions, but what I’m experiencing is with my investment accounts. I don’t know if this is related or distinct from banking transactions.

    Bill

  4. 4 Posted by jonh on 07 Dec, 2020 08:48 PM

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    Yes, I agree with what you are saying but check out the comments in Online Banking. Specifically, there is a post there from Tech Support, Maddy.

    he walks through the steps to disable and set up again. Those same steps are posted in other places on their forum.

    It would be instructive for all, since you are using newest version, to go through those steps. I am still using the 2020 version because I am not yet ready to pay for my upgrade (not free for me). Maddy is recommending trying those steps with the latest (Beta) version. That is build for v2021 is 2010 at https://infinitekind.com/preview

    If it works for you then I'll be going ahead with a paid update.

  5. 5 Posted by fi on 07 Dec, 2020 09:47 PM

    fi's Avatar

    Jon,

    Found the Maddy post and it seems to do the trick. I’m getting transaction downloads from my various accounts, and they seem to be going into their proper buckets.

    Thanks for the pointer.

    Bill

  6. Melissa closed this discussion on 24 Dec, 2020 03:10 PM.

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