Windows

Discussion List

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  Merged: Fidelity NetBenefit Non-Public Traded Funds Share Price Updates Not Downloading

  Closed Ducati 71 views 0 comments 1 point Most recent by EvDob October 2025Download, Add/Update Accounts (Windows)
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  Downloaded transaction errors after Fidelity reauthorize

  Closed John McCoy 82 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  6

  Up
  Have "Report A Problem" function provide a tracking number

  Reviewed leishirsute 66 views 7 comments 6 points Most recent by leishirsute October 2025Display/UI
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  4

  Up
  Provide a hot key for global search

  Reviewed Rocket J Squirrel 22 views 0 comments 4 points Started by Rocket J Squirrel October 2025 Display/UI
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  Transaction download issues

  Answered Closed Tb0 12 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Option Prices Not Updating/downloading

  Closed BRETTB 125 views 10 comments 0 points Most recent by BRETTB October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Options - Short Sales and Covered SHorts

  Closed rbridges01 26 views 2 comments 0 points Most recent by Warhawk October 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ does not seem to add accounts that have linked cash accounts

  Closed leishirsute 55 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Validation errors too vague to act on

  Closed System 12 views 2 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

  Closed Marilyn Heidenfelder 5.4K views 120 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  5

  Up
  Called bonds remain in Maturity Dates Report

  Reviewed Thirty_Year_User 88 views 8 comments 5 points Most recent by NotACPA October 2025Reports
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  What’s Going On Between Fidelity and Quicken?

  Closed Desiree 32.5K views 587 comments 4 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  zzz-Fidelity Updates

  Closed Gary R 47.4K views 1.3K comments 2 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  1

  Up
  Set default report organization to "date/account"

  Reviewed Trepid 21 views 2 comments 1 point Most recent by q_lurker October 2025Reports
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  new Bill pay

  Closed cobiesson 22 views 2 comments 0 points Most recent by Quicken Kristina October 2025Paying Bills, Online Billers & Reminders (Windows)
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  4

  Up
  Call Dates for CDs and bonds

  Reviewed DStar 26 views 2 comments 4 points Most recent by dickm2275 October 2025Investments
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  Fidelity Cash Management Account

  Closed LedgerLynx 296 views 6 comments 0 points Most recent by leishirsute October 2025Registers & Transactions (Mac)
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  Quicken freezing on one step update

  Closed evan.berner 42 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Online Payee Corrupted

  Answered Closed kiawahdon 42 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Paying Bills, Online Billers & Reminders (Windows)
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  No Value Investments

  Answered ✓ Closed Adience 55 views 3 comments 0 points Most recent by Adience October 2025Investing (Windows)
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  Fidelity Reauthorization Loop

  Closed System 237 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  UPDATED 10/16/25 HealthEquity - CC-501/FDP-101

  Quicken Kristina 1.3K views 2 comments -1 point Most recent by Quicken Anja October 2025Alerts, Online Banking & Known Product Issues
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  I am not sure the new billpay service is working

  Answered Closed bergy45 33 views 1 comment 1 point Most recent by Quicken Alyssa October 2025Paying Bills, Online Billers & Reminders (Windows)
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  Citi investment not working again

  Closed DesiArnez 34 views 2 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Wells Fargo transaction download

  Closed JTeter 57 views 3 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Not Printing Check Stubs

  Answered Closed tigre99 32 views 2 comments 0 points Most recent by UKR October 2025Errors and Troubleshooting (Windows)
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  Merged: Slow One Step Update after connecting Bank of America

  Closed System 31 views 0 comments 0 points Most recent by jkv1229 October 2025Download, Add/Update Accounts (Windows)
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  One Step Update Not Updating Investment Accounts

  Closed Dan13 91 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Mobile was including investment accounts which I did not sync

  Closed rahcoleman 33 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Quicken closes after one step update

  Closed pfspartan 74 views 5 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)