Overview
You may have received an email or in-product message regarding some changes coming to your Fidelity accounts in Quicken for Mac. Please note, these changes will not affect Direct Connect accounts.
What is happening?
Fidelity is updating to a new connection type to provide data to applications like Quicken. Going forward, you'll use a bank-hosted sign-in form to authorize downloads. The overall process for adding accounts and downloading is the same, but the screen you use to sign in to Fidelity will look different.
For your security, Fidelity may periodically request that you reauthorize your accounts in Quicken by signing in again. This may happen every 90 days or so.
What does this mean for me?
You'll need to switch your accounts as soon as you receive the prompt. Not to worry, all the steps you need are provided below.
This change will impact Fidelity Quicken Connect accounts.
How do I switch my accounts to the new connection method?
Before you begin: Do not disconnect and reconnect your Fidelity accounts while completing the steps below.
When you update your accounts in Quicken, you will be prompted to change to the new connection method.
You may instead see an FDP-390 error like the one below. You will need to click Set Up to continue.
Sign in with your Fidelity credentials when prompted to establish a connection.
After you sign in, just select the accounts you want to connect in Quicken.
Note: Make sure all of your accounts are checked, even if they're already added to Quicken or if they're in a different file.
Troubleshooting
"Failed to load" error in Quicken for Mac: If you receive a "Failed to load" error in the pop-up authentication window, follow the steps in this article to update Quicken to the latest release.
If you encounter any other issues while attempting to switch over your Fidelity accounts, first check the Quicken Community for alerts on widespread issues or Fidelity outages. If you need additional assistance, please contact Quicken Support.
