Accounts

Discussion List

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  Schwab SPI (Personal/Direct Investing Accounts)

  krose 40 views 1 comment 0 points Most recent by Quicken Carlos October 10Investing (Windows)
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  Adding account offline

  Answered nlynnsim 62 views 3 comments 0 points Most recent by Quicken Carlos October 10Errors and Troubleshooting (Windows)
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  Bank of Hawaii CC-511 Error - unable to download transactions

  Closed Pinewest 63 views 4 comments 0 points Most recent by Quicken Carlos October 10Errors and Troubleshooting (Windows)
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  Pending transactions duplicating with OSU

  Answered Evan S Platt 41 views 1 comment 0 points Most recent by Quicken Carlos October 10Errors and Troubleshooting (Windows)
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  Bills & Income: In the Action tab it is taken minutes 3+ for a bill to be skipped.

  Answered murphyja27 47 views 2 comments 0 points Most recent by Quicken Carlos October 9Paying Bills, Online Billers & Reminders (Windows)
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  Merrill Benefits Online

  GTmem 117 views 4 comments 0 points Most recent by Quicken Carlos October 9Download, Add/Update Accounts (Windows)
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  Stifel Connection Problem on Mac Classic

  sms2 156 views 5 comments 0 points Most recent by Quicken Carlos October 8Errors and Troubleshooting (Mac)
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  I've just started receiving a CC-501 error with Citi MasterCard download. Next steps?

  Answered jcjrb 124 views 5 comments 0 points Most recent by Quicken Carlos October 8Errors and Troubleshooting (Windows)
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  Tangerine, is-it just me or it's the return of non working download CC-503 FDP-103

  Answered marcdube 442 views 20 comments 0 points Most recent by Quicken Carlos October 8Errors and Troubleshooting (Mac)
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  Quicken doesn't acknowledge account creation

  johndlofgren2 63 views 2 comments 0 points Most recent by Quicken Laura October 7Errors and Troubleshooting (Windows)
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  Can't find brokerage account in quicken account list

  marty@ 64 views 2 comments 0 points Most recent by Quicken Laura October 7Download, Add/Update Accounts (Windows)
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  7

  Up
  Allow cash management accounts to have an Account Intent of Checking or Savings

  Reviewed BrittMayo 905 views 39 comments 7 points Most recent by BrittMayo October 7Product Enhancements
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  Barclay won't accept correct credentials

  Closed ktwomble 125 views 6 comments 0 points Most recent by Quicken Alyssa October 7Errors and Troubleshooting (Windows)
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  How to connect to a new Osaic eQuipt Pershing investment account?

  Answered churchid 86 views 3 comments 0 points Most recent by Boatnmaniac October 6Download, Add/Update Accounts (Windows)
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  Can't download from Nuvision Credit Union, OL-362-A/OL-362-B [Edited]

  polarbear 136 views 7 comments 0 points Most recent by Quicken Kristina October 6Download, Add/Update Accounts (Windows)
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  America First Credit Union NEW UPDATE 8/19/2026

  JedWare 1.4K views 21 comments 0 points Most recent by Quicken Laura October 6Download, Add/Update Accounts (Windows)
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  Merrill Lynch multiple acct reauthorizations; doesn't work

  DotCom 49 views 2 comments 0 points Most recent by Quicken Laura October 6Errors and Troubleshooting (Windows)
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  FDP-7500 Error

  Closed calcharyk 97 views 5 comments 0 points Most recent by Quicken Carlos October 6Download, Add/Update Accounts (Mac)
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  State Employees Credit Union - NC: A previously linked IRA account no longer links.

  System 402 views 22 comments 0 points Most recent by CJ1215 October 6Download, Add/Update Accounts (Windows)
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  One Step Update confused by accounts ending in same three digits

  Answered Trimeistergeek 50 views 1 comment 0 points Most recent by Quicken Laura October 6Errors and Troubleshooting (Windows)
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  My password has not been able to open my accounts at Stifel for the past two days.

  Answered HJHammer 2.1K views 77 comments 0 points Most recent by HJHammer October 5Download, Add/Update Accounts (Windows)
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  Fidelity Credit Cards not downloading since 9/30/26

  Jeepien 104 views 4 comments 0 points Most recent by Quicken Carlos October 5Errors and Troubleshooting (Windows)
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  CITBank CC-502 Errors

  tfhoughton 76 views 2 comments 0 points Most recent by tfhoughton October 5Download, Add/Update Accounts (Windows)
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  One Step Update not downloading multiple accounts

  retird 151 views 9 comments 0 points Most recent by Quicken Carlos October 5Download, Add/Update Accounts (Windows)
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  Bank of America transactions not downloading; no connection errors.

  Answered evannouncer 156 views 6 comments 0 points Most recent by Quicken Laura October 5Errors and Troubleshooting (Mac)
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  Possible duplicate account

  System 46 views 4 comments 0 points Most recent by Quicken Kristina October 4Download, Add/Update Accounts (Windows)
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  Reauthorize investment account timing out

  Closed mgenrx 64 views 5 comments 0 points Most recent by Quicken Kristina October 4Download, Add/Update Accounts (Windows)
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  4

  Up
  Ability to classify the Vanguard Savings Account as a Savings Account

  Reviewed JasonMark 364 views 13 comments 4 points Most recent by Quicken Levetta October 4Manage Accounts and Transactions
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  Can't add account to one step update Merrill Edge

  Closed Bob6 126 views 7 comments 0 points Most recent by Quicken Kristina October 3Download, Add/Update Accounts (Windows)
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  CIBC Not Connecting top

  Charles271 55 views 3 comments 0 points Most recent by Quicken Carlos October 3Errors and Troubleshooting (Mac)