Best Of
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Fidelity Transactions Not Downloading
I have several different accounts with Fidelity, and I am downloading using Direct Connect (Quicken Connect didn't work). I have several problems: first, Quicken is not downloading transactions …1 -
Re: zzz-Fidelity Updates
@Movie Nut I suspect I just bought a little time during the forced cutover.1 -
Any update on when the Fidelity Cash Balance issue will be resolved?
I have multiple Fidelity accounts. Some use: FIDELITY GOVERNMENT CASH RESERVES - FDRXX FIDELITY MMKT PREMIUM CLASS - FZDXX FIDELITY GOVERNMENT MONEY MARKET - SPAXX I guess Quicken for Mac does not al…0 -
Re: New Bank of America Quicken Connection: EWC+
here: https://community.quicken.com/discussion/7966609/9-30-25-bank-of-america-merrill-lynch-web-connect-discontinued#latest and here: https://community.quicken.com/discussion/7966606/bank-of-america…1 -
New Bank of America Quicken Connection: EWC+
For the past few days I have been receiving an error message when trying to download transactions from B of A. Today I was sent an email by a Quicken agent that B of A is changing it connection metho…1 -
Re: BNY Mellon not downloading since saturday
I have the same issue and I have opened a ticket (#12727654) with Pershing on this issue on Monday Oct 6t, 2025 and working with my Financial Advisor who has the direct relationship with Pershing on …1 -
Re: "Cloud Account Not Found" (Q Mac) 2025
After talking with Quicken support, we agreed that setting up a new cloud account is the only fix for this. It wasn't as bad as I feared. All of my investment accounts connected on their own but…1 -
Re: What’s Going On Between Fidelity and Quicken?
I got the email from Quicken saying Fidelity had cut us off too, and the Fidelity accounts were not updated by OSU. So since I am NOT turning on the new download until more problems with it are fixed…1 -
Re: How to compare an account from 2 backup?
If you have Microsoft Excel, or equivalent, you can use those to automate a comparison. I've had success by using the Quicken register "Export to Excel" function. Do this for your curr…1 -
Re: zzz-Fidelity Updates
The biggest really big issue problem I had when I converted to EWC+ (on 9/20) was literally hundreds of duplicate charges in my Cash Management Account (CMA) and all were entered automatically in the…3
