Problem downloading transactions from Fidelity (direct connect)

Hi,
I have the following problem with Quicken 2009/2011:
I have been downloading transactions from Fidelity Investments using direct connect.  About a month ago, downloads stopped working.  I now get an error code OL-220-A as well as the message “No transactions to review.  Holdings information updated as of 9/17/2010 9:30:31 AM.”
I have created a blank Quicken file and re-established the Fidelity account in this dummy file, and Quicken downloads all my transactions into this account without any problem, so I know the Fidelity server is working fine.  
I've tried the obvious, such as disabling and re-enabling online support for the Fidelity account, as well as validating the entire Quicken file, but nothing helped.  I've even upgraded from Quicken 2009 to the 2011 version, but that didn't fix the problem, either.
What can I do?
Thanks!

Answer

4 people found this helpful

I had this problem; Intuit was of absolutely no, or negative, help. Call the  Fidelity Quicken help number. They found and helped me fix my problem in less than 10 minutes.

DirectConnect, at least in the Fidelity realization, is very picky about matching the account type between Quicken and the Financial Institution. In my case, I had rolled over a 401K into an IRA...but the account type could not be changed in Quicken. The mismatch was causing sporadic (and worsening) download problems. Creating a new, true IRA account fixed the download problems once and for all. I then moved all the old 401K transactions into the new rollover IRA account (not easy, thank you intuit) because that is where, IMO, they belong. Download is still bulletproof, after more than a month.

You may have a different problem than I,  but I bet Fidelity can help. And unlike Intuit, they _want_ to fix it.
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