Accounts

Discussion List

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  Data Corruption After Updating to Win 11

  Closed Radiohawk 46 views 1 comment 0 points Most recent by Quicken Alyssa October 2025File Conversion and Backup (Windows)
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  Online Center does not show "Holdings" and other tabs for Fidelity accounts

  Closed skavsan 91 views 6 comments 0 points Most recent by skavsan October 2025Registers & Transactions (Windows)
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  Cannot Complete Billpay Identity Verification

  Closed m.rickman513 1.1K views 27 comments 1 point Most recent by Quicken Kristina October 2025Paying Bills, Online Billers & Reminders (Windows)
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  Account balances incorrect

  Answered Closed schmieg 89 views 3 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mobile)
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  Can't connect 1 of many Fidelity accounts for download

  Closed Mike129 139 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Is this a live chat? I'm not receiving a response to my questions.

  Answered Closed Norris Aikens 22 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  zzz-fidelity issue

  Closed cfe 75 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Tried to set up CD account, but not seeing it in Accounts List

  Closed System 35 views 3 comments 0 points Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

  Closed Marilyn Heidenfelder 6.4K views 120 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Red Flags not going away with item in Online Center

  Closed marpler 21 views 2 comments 0 points Most recent by marpler October 2025Errors and Troubleshooting (Windows)
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  Added an account that has been open for months, only shows a couple months transactions

  Answered Closed Jibsman 36 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Coinbase partially working

  Closed esaurusaitis 34 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  How to manage old accounts? What to delete and how?

  Closed mikek753b 48 views 2 comments 0 points Most recent by mikek753b October 2025Download, Add/Update Accounts (Windows)
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  Is anyone else having issues updating accounts?

  Answered Closed Luis M 41 views 2 comments 0 points Most recent by UKR October 2025Errors and Troubleshooting (Windows)
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  Fidelity reauthorization process created duplicate accounts

  Closed crissnyder 189 views 2 comments 0 points Most recent by crissnyder October 2025Download, Add/Update Accounts (Windows)
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  My accounts do not appear when I try to update them - keeps happening

  Answered Closed ktpmm5 43 views 2 comments 0 points Most recent by ktpmm5 October 2025Errors and Troubleshooting (Windows)
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  How to fix recent quicken errors.

  Closed JDPINC 116 views 3 comments 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Windows)
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  Where is the account register last update timestamp?

  Answered Closed jtgostars 63 views 4 comments 0 points Most recent by hannah1205 October 2025Download, Add/Update Accounts (Windows)
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  Correcting investment account cash balance

  Answered Closed asdf7890 64 views 1 comment 0 points Most recent by Tom Young October 2025Registers & Transactions (Windows)
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  Investment >Account Overview Holdings Cash Balance Does not Equal Linked Cash Balance

  Closed BRETTB 576 views 11 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  First Internet Bank - Online Services no longer available with switch to Narmi platform

  Closed bkinva 510 views 27 comments 0 points Most recent by Bob_L October 2025Download, Add/Update Accounts (Windows)
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  Why has one of my Vanguard accounts become invisible to Quicken?

  Answered Closed Twincaman 62 views 2 comments 0 points Most recent by Twincaman October 2025Download, Add/Update Accounts (Windows)
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  Adding new Fidelity Accounts

  Answered Closed St. Anthony 251 views 7 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fix for: You Have Never Downloaded Transactions

  Answered Closed Bob@45 76 views 3 comments 0 points Most recent by splasher September 2025New to Quicken/Getting Started (Windows)
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  Wrong/Missing Account Type For Newly Added Fidelity 401k Account

  Closed cyberphile 175 views 4 comments 0 points Most recent by EvDob September 2025Errors and Troubleshooting (Windows)
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  "/" cannot be in a account name

  Closed Arthur Begun 56 views 3 comments 2 points Most recent by UKR September 2025Errors and Troubleshooting (Windows)
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  Fidelity accounts not recognized when connecting via Express Web Connect+

  Closed System 124 views 4 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)