Best Of
-
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
I switched to the new EWC+ method in late Oct. and found that most things are working to some degree. Many of the transactions are coming in with the memo field and category field blank. Buys/Sells/D…2 -
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
I have the same problem with Merrill.1 -
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
I did OSU this morning (11/01/2025) and there were 9 transactions with trade and settlement date of 10/31/2025. The OSU downloaded only one of them. I downloaded but did not process the qfx file. I l…1 -
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
Referring to my most recent post: I did another OSU this afternoon and it downloaded the 4 Intinc transactions for my brokereage account. Still haven't gotten the 3 Div transactions and the one …1 -
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
This morning every single one of my Merrill Edge accounts failed, with a CC-505 error. Appears to be a Merrill issue because it also included the message from Merrill Lynch Investments: "The ass…1 -
Re: how to activate quick pay with an identity verification failed notice
>To assist our teams in investigating the issue, please let me know if the accounts where you're encountering this issue are business accounts or personal accounts. @Quicken Kristina Mine is …1 -
Re: OSU Issues/Error CC-501
Nov 2, 2025, 11:12 AM Phoenix Time, OSU ran fine for Fidelity and others. I didn't do any resets etc. because in the past that has caused me grief after the external issues have been resolved, I…2 -
Re: New Fidelity Connection Method - Service Unavailable message [Edited]
Problem report sent.1 -
Re: Cannot connect to Fidelity
I have accounts with both Fidelity and a 401(k) with Fidelity NetBenefits. When I start the Add Account process in Quicken, I choose Fidelity Investements and none of the other choices. After logging…1 -
Re: Cannot connect to Fidelity
WORKAROUND!!! Since Quicken didn't offer a solution, I called Fidelity and learned that they are not working on providing a discreet NetBenefits login. So here's an easy solution - similar …1
