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R
Race-MX
February 6, 2024
Question

Why can't I Connect to Fidelity?

  • February 6, 2024
  • 2 replies
  • 0 views

The first bank operating account I was using (not Fidelity) would not connect to QBO. I have opened a new business account with Fidelity and now this account also will not connect! When I say connect I don't mean update, I mean connect at all - cannot establish a connection. QBO pulls up a list of banks, presumably banks they support. I search for and find Fidelity Investments and Retirement Accounts, log into Fidelity and I get a list of all my accounts - select the account I want to connect to QBO and get 

Something unexpected happened and we can’t connect to Fidelity - Investments & Retirement Accounts.

Try again in a few hours. (590)

 

I have waited more than a few hours and cannot connect. Is there a secret method required to connect to Fidelity? 

    2 replies

    4
    4Gal
    February 6, 2024

    Try opening your QBO account on any private/incognito browser. If the same error persists, you can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

    https://www.moneythumb.com/?ref=110

     

    I
    Ivan_G
    February 6, 2024

    Thanks for bringing this matter to our attention, Race-MX. We know how important it is to connect your bank to QuickBooks Online (QBO).

     

    To begin, allow me to share some information about Error 590. This error 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.

     

    However, we 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 QuickBooks Online.

     

    Don't hesitate to reply to this thread if you require more assistance with bank connectivity. The Community space is open 24/7 to help you.

    L
    LWR2
    March 5, 2024

    I also have been struggling with this error trying to connect to Fidelity.  I've been connecting to Fidelity for many many years as an accountant on multiple business accounts.  Something seemed to have happened on February 15, 2024, from my perspective.  I've tried incognito.  I've called Fidelity and they don't seem to see anything on their end, nor are there any issues.  I've called QuickBooks ProAdvisor help and they can't see any issues.  At first when I clicked "report this issue" in QBO an email came back quickly saying it was fixed, but it wasn't.  If I disconnect and try to link again, I get the Fidelity Access User Agreement popup and then I can see my list of accounts at Fidelity, but once I pick an account and it tries to connect, I get the 590 QBO error code.  This has been 3 weeks now.  The 24 hours and try again is hung.  Anyone have any other suggestions?

    S
    Sherrie_F
    March 5, 2024

    I appreciate the efforts you've put into the issue you encountered, @LWR2.

     

    Upon checking here, we've received similar cases or reports about Fidelity not connecting properly (INV-100733).

     

    If you haven't, I'd suggest contacting our Support Team to add you to the list of affected users and be informed promptly once the issue is resolved.

     

    Here's how:

     

    1. Log in to your QuickBooks Online (QBO) account.
    2. Click the Help button at the top right corner.
    3. Go to the Search tab, then select Contact Us.
    4. Enter a summary of your concern, then click Continue.
    5. Choose a way to connect with us. You can either choose Chat with us or Have us call you.

     

    Lastly, I recommend this troubleshooting guide in case you can't see recent transactions in QuickBooks Online (QBO): What to do if you get a bank error or can't download transactions in QuickBooks Online.

     

    If you have any other bank-related concerns, feel free to let us know by dropping a comment below. We're always here 24/7. Take care always!

    C
    cmargerpositionwealth
    March 6, 2024

    SAME HERE! This product is CRAP. I lost my Fidelity connection a few months ago for quite a few weeks, it was resolved, and it just happened again. I hate that QB blames Fidelity every time.

     

    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. FIX THIS!!!

     

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

     

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