Accounts

Discussion List

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  Fidelity NetBenefits transaction posted to Janus account

  Closed System 22 views 2 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  setting up accounts as problematic as ever

  Closed crownpointdude 21 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Downloading Fidelity Brokerage accounts

  Closed Cathy Diotte Scott 573 views 13 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Merged: CC-501 Error Charles Schwab on all accounts

  Closed jmccaski 1 view 0 comments 0 points Most recent by jmccaski November 2025Errors and Troubleshooting (Windows)
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  Quicken won't accept my qfx file from Bank of America

  Closed pattywagen 401 views 15 comments 0 points Most recent by Chris_QPW October 2025Download, Add/Update Accounts (Windows)
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  No option for cash representation and Chase accounts won't reconnect

  Closed System 31 views 2 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Paycheck reminder shows zero in stack, $50 in register, splits still accurate

  Answered Closed AgBrewer97 151 views 4 comments 1 point Most recent by JeffK1 October 2025Registers & Transactions (Windows)
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  Data Corruption After Updating to Win 11

  Closed Radiohawk 41 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 101 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 1.2K 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 96 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 141 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 21 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  zzz-fidelity issue

  Closed cfe 71 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 31 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 31 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Coinbase partially working

  Closed esaurusaitis 32 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 42 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 191 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 41 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 123 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 61 views 4 comments 0 points Most recent by hannah1205 October 2025Download, Add/Update Accounts (Windows)