This has been escalated internally, though we do not have an ETA at this time.

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(Ticket #12344570)

This has been escalated internally, though we do not have an ETA at this time.

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(Ticket #12328685/CTP-16850)

• Delta Community Credit Union
• Clearview FCU
• Wright-Patt Credit Union
• Eastman CU BB DC QB

This issue is related to a service provider, Candescent, which is assisting a number of financial institutions with connection upgrades.

If you are experiencing this issue, we recommend contacting your financial institution directly and informing them that you are encountering problems with OFX Direct Connect so they can proceed with the appropriate escalation.

To stay informed with the latest updates, please click the bookmark icon located in the upper-right corner of this post. If the bookmark option is not visible, please ensure you are signed in to the Quicken Community.

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(Ticket #12354620)

This issue has been escalated internally; however, we do not currently have an estimated timeframe for resolution.

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(Ticket#12328082)

This issue has been escalated internally; however, we do not currently have an estimated timeframe for resolution.

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(Ticket#12341332/ CTP-16893)

Instead of being redirected to the financial institution's login page when customers click the ‘Sign In’ button in Quicken, they are taken to an error page that shows:

"error": "invalid_client",

 "error_description": "client is invalid"

This has been escalated internally, though we do not have an ETA at this time.

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[Ticket #12130075/CTP-15791]

This has been escalated internally, though we do not have an ETA at this time.

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(Ticket #12354254/CTP-16970)

This has been escalated internally, though we do not have an ETA at this time.

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(Ticket #12352724)

Starting at approximately 8:00 PM PT, our team will be performing maintenance that is expected to be completed by 11:00 PM PT.

During this window, access to Quicken.com may be intermittent and some pages may be temporarily unavailable or slow to load.

If you experience any trouble reaching the site, please wait a few minutes and try again. We appreciate your patience and apologize for any inconvenience this may cause.

This has been escalated internally, though we do not have an ETA at this time.

To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please make sure that you are signed into the Quicken Community. 

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(Ticket #12352043)

This has been escalated internally, though we do not have an ETA at this time.

To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please make sure that you are signed into the Quicken Community. 

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(Ticket #12350518/CTP-16947)

This has been escalated internally, though we do not have an ETA at this time.

To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please make sure that you are signed into the Quicken Community. 

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(Ticket #11902314)

This has been escalated internally, though we do not have an ETA at this time.

To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please make sure that you are signed into the Quicken Community. 

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(Ticket #12113268)

• 6312 Barnes & Noble BOA
• 26700 FIA Card Services -
• 9363 World Wildlife Fund Plat. Visa MC
• 23256 AAA Financial Credit Card
• 7377 NEA-R BOAMasterCard
• 40854 Bankcard Services Express Web Connect B Credit Card
• 26757 Bank of America -Quicken
• 7374 NEA BOA MasterCard Web Connect, Express
• 7104 FIA Card Services, N. A. Web Connect, Express
• 6255 Ameritrade BOA CC Web Connect, Express
• 8115 Visa Hawaii Golf BOA CC
• 26760 Bank of America Credit Card
• 7275 Michigan State Univ BOA CC
• 6526 Bank of America-All Other States
• 41562 First Franklin Loan Services
• 9273 University of Virginia
• 21069 Countrywide Home Loan
• 7110 FIA Card Services
• 7113 BOA Lighthouse MC
• 7116 BOA Platinum Plus CC Web Connect, Express
• 6921 Iowa State Univ Alumni BOA CC
• 8424 Countrywide Home
• 6975 JP Morgan Private

If you are currently connected to any of these connections, you will see a "zzz" attached to the front of the name. Please attempt to fix the account connections through the FIX IT FLOW, or disconnect all the accounts connected to that connection option, revoke Quicken's third-party access from the Bank of America website, and reconnect through the ADD ACCOUNT FLOW. You can reconnect your accounts to the "Bank of America" connection option in both Quicken Windows and Quicken Mac.

To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please make sure that you are signed into the Quicken Community. 

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(Ticket #12253450)

This issue has already been escalated internally, and our team is actively working to resolve it as quickly as possible. While we do not yet have an estimated timeframe for a fix, we will continue to provide updates as soon as new information becomes available. Thank you for your patience and understanding.

To be notified of updates as they are posted, please click the bookmark ribbon in the upper right. If you do not see the bookmark ribbon, please ensure that you are signed into the Quicken Community.

Thank you!

(Ticket #12333631)

This issue has already been escalated internally, and our team is actively working to resolve it as quickly as possible. While we do not yet have an estimated timeframe for a fix, we will continue to provide updates as soon as new information becomes available. Thank you for your patience and understanding.

To be notified of updates as they are posted, please click the bookmark ribbon in the upper right. If you do not see the bookmark ribbon, please ensure that you are signed into the Quicken Community.

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(Ticket #12333445 / CTP-16859)

We are aware of this issue, and our team is actively working to resolve it as quickly as possible. While we do not yet have an estimated timeframe for a fix, we will continue to share updates as soon as new information becomes available.

Thank you for your patience and understanding.

To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please ensure that you are signed into the Quicken Community.

Thank you!

(Ticket #12333110)

We are aware of this issue, and our team is actively working to resolve it as quickly as possible. While we don’t yet have an estimated timeframe for a fix, we will continue to provide updates as new information becomes available. Thank you for your patience and understanding.

To be notified of updates as they are posted, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please ensure you are signed into the Quicken Community.

Thank you!

(Ticket# 12332485 / CTP-16853)

This has been escalated internally, though we do not have an ETA at this time.

To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please make sure that you are signed into the Quicken Community. 

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(Ticket#12318640)

To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please make sure that you are signed into the Quicken Community.

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(Ticket#12317559)

This error is produced by the bank's website and cannot be resolved by Quicken without Bank of America's support. We ask that customers who encounter this error please call Bank of America and request to speak with their Open Banking Department.

If you are unable to resolve the issue with Bank of America's Open Banking Department, please contact Quicken Support for further assistance.

This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but we will post updates as soon as we do.

If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.

Thank you!
(Ticket#12317513)

This has been escalated internally, though we do not have an ETA at this time.

To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please make sure that you are signed into the Quicken Community. 

Thank you!
(Ticket #12316846)

This has been escalated internally, though we do not have an ETA at this time.

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(Ticket #12316483/CTP-16792)

This is a known issue and has been escalated to our teams for investigation. At this time, we don’t have an estimated resolution, but we’re actively working on it.

Thank you for your patience, and we’ll share updates as soon as they become available.

(Ticket #12105591)

This is a known issue, and we are actively working to resolve it as quickly as possible. At this time, we do not have an ETA for a fix, but we will share updates as soon as they become available.

If you’re experiencing this error in Quicken Classic, we recommend trying again later.

To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please make sure that you are signed into the Quicken Community.

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(Ticket #11617102)

We are aware of the issue and are currently investigating. While we don’t yet have an estimated timeframe for a fix, we will continue to share updates as soon as new information becomes available.

To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please make sure you are signed in to the Quicken Community.

Thank you for your patience and understanding.

(Ticket #12309428)

At this time, the issue appears to be affecting Quicken for Mac users only.

If you are experiencing this issue, we recommend contacting Quicken Support for further assistance.

To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please make sure that you are signed into the Quicken Community. 

Thank you!
(Ticket #12299543/CTP-16655)

This error typically occurs during the authorization step and is most commonly related to the system’s default web browser. Quicken uses your computer’s default browser to complete the Bank of America authorization process, and the error can occur if there is a browser-related issue.

To resolve this, please follow the steps below:

1. Close Quicken completely.

2. Change your system’s default web browser.

For Windows:

• Go to Settings
• Select Apps
• Click Default Apps
• Choose a different browser (Chrome or Microsoft Edge are recommended)
• Set it as the default browser

For Mac:

• Go to System Settings (or System Preferences)
• Select Desktop & Dock (or General, depending on macOS version)
• Change the Default Web Browser to a different browser (Safari or Chrome are recommended)

3. Reopen Quicken and attempt to connect or reauthorize your Bank of America account again.

If the issue persists after changing the default browser and retrying the connection, please contact Quicken Support for further assistance.

This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but we will post updates as soon as we do.

If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.

(Ticket #12260821/ CTP-16464)

We know some of you have been running into issues with your Fidelity accounts in Quicken. Thanks for your patience while we work through these. Below is the latest update on what’s happening, what’s fixed, and what you can do in the meantime.

Fixed or Being Released

• Duplicate Transactions (Windows) –Some users saw up to two years of duplicate transactions after switching to EWC+.
  • Status: Fixed.
• Bond Redemptions Showing as Cash –Bond sales were incorrectly downloading as cash deposits.
  • Status: Fixed.
• $0 Account Balances (Windows) –Some Brokerage and IRA accounts temporarily showed zero balances.
  • Status: Fixed.
• Cash Balance Doubled (Money Market Accounts) –Cash and Money Market securities both appeared, doubling balances.
  • Status: Fixed.
• Incorrect CD Balances –CDs displayed correct totals but incorrect share/price details.
  • Status: Fixed.
• Fidelity Price History for US Treasuries Doesn’t Update (CTP-14502) –Price history for U.S. Treasuries isn’t updating automatically.
  • Status: Fixed
• EWC+ Cash Balance Still Incorrect (CTP-14526) –Some customers continue to see incorrect cash balances.
  • Status: Fixed in R65.17
• Duplicate Transactions (Windows & Mac) (CTP-14567) –Some users still see 60+ days of duplicates instead of the expected7–30.
  • Status: Fixed; 7-30 days' worth of history should download.
• CoreMoney Market Fund Prompt Issues (CTP-15031)
  • Fixed: FZDXX is a premium Money Market Fund from Fidelity. If you would like to track as a security, you'll need to add a buy transaction (under FZDXX) for the total cash balance in Quicken. That will make sure everything reconciles properly.
• Core Money Market Fund Prompt Issues (CTP-15030)
  • Fixed: If you would like to track it as a security, you'll need to add a buy transaction (under SPAXX) for the total cash balance in Quicken. That will make sure everything reconciles properly.
• Fidelity Downloaded Transactions Not Matching Manual Entries (Mac)(CTP-15035) –Users report that downloaded transactions don’t match manually entered ones.
  • Status: Fixed in 8.3.3
• Fidelity Cash Core Position FDRXX Not Represented Properly (CTP-14817)
  • Status: Fixed in R65.17
• Delayed Updates (CTP-15323) –Some users report delays of 1–2 days in Fidelity updates compared to previous Direct Connect timing.
  • Status: Normal delays of one day are expected. Updated information is typically available around 3:30 am PT.
• Fidelity NetBenefits Not Supporting Complete Investing (Ticket 11957850) –Still not available for NetBenefits.
  • Status: Fixed
• NetBenefits – Non-Public Traded Funds Share Price Updates Not Downloading (CTP-14996)
  • Status: Fixed
• Service Unavailable Message (CTP-14930)
  • Fixed – If you see this error, please wait 2–4 hours and retry. If it continues, contact Fidelity.
• Foreign Dividends Downloading as Deposits (CTP-14945) –Dividends for foreign stocks download as deposits instead of dividend transactions.
  • Status: Fixed
• No Transactions for Fidelity HSA Accounts (Ticket 11999090) –HSA accounts are not downloading transactions.
  • Status: Fixed.
• Core Money Market Fund Prompt Issues (CTP-15029) –Some prompts don’t show which accounts they apply to, or show invalid funds like FZDXX.
  • Status: Fixed
• NetBenefits – Reinvest Dividends (CTP-14859) –Dividend reinvestment issues reported in both Windows and Mac.
  • Status: Fixed
• NetBenefits Price History Rounding to 4 Decimal Places (CTP-14997)
  • Status: Working as intended. This is Fidelity’s standard.
• Money Market Fund Redemptions Missing (CTP-15049) –Missing redemption transactions for multiple securities.
  • Status: Fixed.
• Non-Public Fund Decimal Issues (CTP-14997) –Rounding differences for some funds.
  • Status: Working as intended. This is Fidelity’s standard.

In Progress or Under Investigation

We’re continuing to work with Fidelity and our connectivity partners on the following issues. Fidelity Investments

• Incorrect Error in Fidelity, BofA, and Merrill Lynch – Doesn’t Prompt Migration (Ticket 11992337) –Some customers still see migration prompt errors or OL-297 messages.
  • Status: Monitoring. These reports are tapering off as Direct Connect is fully phased out.
• Fidelity Transaction Sign Errors (CTP-14951) –Some dividends or sales are downloading with incorrect signs.
  • Status: Fix in development.
• CDs Showing Two Decimals Instead of Three (CTP-16827) –Rounding differences cause small discrepancies between Fidelity and Quicken.
  • Status: Under investigation; still gathering information to work towards a fix.
• EWC+Brokered CD Maturity Date Missing (CTP-15117)
  • Status: Open and Ongoing. No ETA.
• Renaming rules not working with Fidelity linked cash accounts (CTP-14835)
  • Status: Fix in development.
• ReinvestInterest for a Money Market Fund should be mapped to Interest (QMAC-30235)
  • Status: Under Investigation.
• Fidelity FZDXX not handled correctly with the latest Quicken Classic on Mac version (CTP-16655)
  • Status: Fix in development.
• Fidelity FDIC Core Position Sweep Downloading as Investments:Buy in QuickenMac (CTP-16433)
  • Status: Under Investigation.
• Quicken Windows – Fidelity Investments – 401k contribution transactions downloading as Buy (CTP-16241)
  • Status: Under Investigation.
• Quicken for Mac – Missing Fidelity Investments Ebill Information (CTP-16096)
  • Status: Under Investigation.
• Fidelity money market fund redemption transactions missing from accounts (CTP-16241)
  • Status: Under Investigation.
• Fidelity checking account – bill and income reminders tab does not always show (CTP-15800)
  • Status: Under Investigation.
• International transactions missing information (CTP-15758)
  • Status: Working with Fidelity to fix this.
• Fidelity Investments – Missing Transactions or Transactions not Downloading
  • Status: Under Investigation. If you encounter this issue, please contact Quicken Support for assistance.
• Fidelity Mutual Fund Prices reflecting on the wrong day (CTP-15258)
  • Status: Fix in development.

Other Known Issues.

These are less widespread but are still being monitored.

• Reauthorization Prompts After Migration –Often caused by duplicate or hidden accounts still connected under the old method.
• Workaround:
• Windows: Tools > Account List > Show hidden accounts and disconnect any old Fidelity connections.
• Mac: Accounts > Hide and Show Accounts to review for duplicates.
• Duplicate Securities (Mac) –Merge duplicate securities in your Security List to correct mismatches. We’re Continuing to Work Closely with Fidelity.

Tip: If your issue isn’t urgent, the easiest option is to stay connected to EWC+ and wait for the fixes. If you need immediate accuracy, the workarounds above can help in the meantime.

We’ll keep this thread updated as new fixes go live, so please bookmark this thread to be alerted to any updates. Thank you again for your patience. We truly appreciate it while we get everything working smoothly.

The financial institution made the decision to no longer be supported. Going forward, you will need to manually enter your transactions to continue tracking your Marcus by Goldman Sachs accounts.

If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.

Thank you!

(Ticket #12222310/CTP-16237)