Accounts

Discussion List

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  LPL downloads Why so slow to fix?

  Answered Annoyed Q user 15 views 1 comment 0 points Most recent by Quicken Carlos 1:34PMDownload, Add/Update Accounts (Windows)
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  Corebridge/Valic

  Answered Closed mcl1jw 110 views 8 comments 0 points Most recent by Quicken Carlos 12:14PMDownload, Add/Update Accounts (Windows)
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  Stifel Connection Problem on Mac Classic

  sms2 92 views 4 comments 0 points Most recent by Quicken Carlos 11:01AMErrors and Troubleshooting (Mac)
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  New transactions don't appear in checking account register

  Answered jimsteiner1252 60 views 3 comments 0 points Most recent by Quicken Anja 9:53AMErrors and Troubleshooting (Windows)
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  Bank of Hawaii download error

  Closed Mikka54 50 views 4 comments 0 points Most recent by Quicken Carlos 9:51AMDownload, Add/Update Accounts (Mac)
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  Is anyone receiving a "CC-502" ERROR when downloading LPL financial transactions to Quicken Classic?

  Answered Qknmep 201 views 12 comments 0 points Most recent by Qknmep 8:45AMErrors and Troubleshooting (Windows)
• 
  College Invest Colorado Update Error

  Answered Closed NW89 51 views 4 comments 0 points Most recent by Quicken Carlos 8:29AMErrors and Troubleshooting (Mac)
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  Merrill Lynch account re-authorization appearing but not working

  mtn_living 72 views 6 comments 0 points Most recent by Quicken Laura 7:54AMDownload, Add/Update Accounts (Windows)
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  Fidelity Investments CC-501/FDP-2505

  stevefir 53 views 3 comments 0 points Most recent by Quicken Carlos 5:42AMDownload, Add/Update Accounts (Mac)
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  My password has not been able to open my accounts at Stifel for the past two days.

  Answered HJHammer 577 views 29 comments 0 points Most recent by Russ Erman September 23Download, Add/Update Accounts (Windows)
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  State Employees Credit Union - NC: A previously linked IRA account no longer links.

  System 192 views 15 comments 0 points Most recent by Quicken Laura September 23Download, Add/Update Accounts (Windows)
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  Red flag indicating downloaded transactions, but none are visible

  hzaleznak 80 views 5 comments 0 points Most recent by Quicken Laura September 23Download, Add/Update Accounts (Windows)
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  Barclay won't accept correct credentials

  ktwomble 90 views 4 comments 0 points Most recent by Quicken Alyssa September 23Errors and Troubleshooting (Windows)
• 
  America First Credit Union NEW UPDATE 8/19/2026

  JedWare 1.2K views 20 comments 0 points Most recent by Quicken Laura September 23Download, Add/Update Accounts (Windows)
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  Possible duplicate account

  System 30 views 3 comments 0 points Most recent by Quicken Kristina September 22Download, Add/Update Accounts (Windows)
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  Linking a new Citi credit card

  Answered taytay 130 views 9 comments 0 points Most recent by Quicken Carlos September 22Download, Add/Update Accounts (Windows)
• 
  FDP-7500 Error

  calcharyk 50 views 3 comments 0 points Most recent by Quicken Carlos September 22Download, Add/Update Accounts (Mac)
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  Merrill Lynch multiple acct reauthorizations; doesn't work

  DotCom 20 views 1 comment 0 points Most recent by Quicken Laura September 22Errors and Troubleshooting (Windows)
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  Fidelity brokerage cash transactions not downloading

  Peter Goergen 131 views 8 comments 0 points Most recent by Quicken Carlos September 22Download, Add/Update Accounts (Windows)
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  Transfer, copy, or move accounts / transactions between data files

  Reviewed jrwilson13 221 views 3 comments 1 point Most recent by ksb21 September 21Manage Accounts and Transactions
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  Reauthorize investment account timing out

  mgenrx 40 views 4 comments 0 points Most recent by Quicken Kristina September 21Download, Add/Update Accounts (Windows)
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  Up
  Fix "Earliest to Date" where ever its used (reports, accounts, graphs)

  Reviewed BRETTB 111 views 3 comments 1 point Most recent by Quicken Laura September 21Reports
• 
  Unable to get data for Schwab 401k

  Scott 93 views 8 comments 0 points Most recent by Quicken Laura September 21Download, Add/Update Accounts (Windows)
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  My TD BAnk Visa card stopped downloading

  Answered cwb1950 12 views 1 comment 0 points Most recent by Quicken Carlos September 21Download, Add/Update Accounts (Mac)
• 
  Citi Card not downloading

  jamesb44 41 views 1 comment 0 points Most recent by Quicken Carlos September 21Download, Add/Update Accounts (Mac)
• 
  PayPal Credit, MasterCard and Crypto

  abramphuan 60 views 3 comments 0 points Most recent by Quicken Carlos September 21Download, Add/Update Accounts (Windows)
• 
  Using Quicken Classic Basic Canada has anyone had duplicate transactions appear and others missing?

  Answered Closed ybWHT4homi6ZW 80 views 4 comments 0 points Most recent by Quicken Carlos September 21All Things Canadian (Windows)
• 
  "Unspecified Bill Presentment Account"

  Answered Retired Banker 81 views 6 comments 0 points Most recent by Quicken Laura September 21Download, Add/Update Accounts (Windows)
• 
  Request for a Phantom Bank Account [Edited]

  Answered Closed jimarcher6837 392 views 20 comments 0 points Most recent by Quicken Kristina September 20Download, Add/Update Accounts (Windows)
• 
  Questions about viewing scheduled transactions & preventing account update queries [Edited]

  Answered Levelhead 60 views 2 comments 0 points Most recent by Jon September 20Paying Bills, eBills & Scheduled Transactions (Mac)