Fidelity IRA Rollover transaction download not working

tguny's Avatar

tguny

16 May, 2020 05:22 PM

I am able to set up the IRA Rollover account properly and link it online with Fidelity Investments (Note I also have a 401k with Fidelity and that one is linked to Fidelity NetBenefits not Fidelity Investments and transactions are correctly downloaded.) The account number for the IRA rollover is matched, my credentials are accepted, but when I ask for download it finds zero transactions when I know for a fact there are some to be downloaded.

  1. 1 Posted by mhoggie on 16 May, 2020 08:01 PM

    mhoggie's Avatar

    just a user,

    I noticed this about a month ago. MD will login with no errors, but nothing is downloaded. I think this is the same issue with Discover card. The banks have changed something to cater with Quicken which disables our access. You can still download manually fortunately.

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac