Accounts

Discussion List

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  Downloading Fidelity Brokerage accounts

  Closed Cathy Diotte Scott 350 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 Started by jmccaski November 2025 Errors and Troubleshooting (Windows)
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  Add red flags to account groups if the group is minimized with pending transactions

  Reviewed Steve Ulrich 11 views 0 comments 3 points Started by Steve Ulrich October 2025 Display/UI
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  Quicken won't accept my qfx file from Bank of America

  Closed pattywagen 253 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 12 views 2 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Is there a report that shows an account's minimum balance within a specific date range?

  Answered ✓ Closed DrWhy 61 views 6 comments 0 points Most recent by John_in_NC October 2025Paying Bills, eBills & Scheduled Transactions (Mac)
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  Paycheck reminder shows zero in stack, $50 in register, splits still accurate

  Answered Closed AgBrewer97 116 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 43 views 1 comment 0 points Most recent by Quicken Alyssa October 2025File Conversion and Backup (Windows)
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  Category Section

  MetaOaks 51 views 5 comments 4 points Most recent by Randy 415 October 2025Paying Bills, Online Billers & Reminders
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  Online Center does not show "Holdings" and other tabs for Fidelity accounts

  Closed skavsan 54 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 720 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 57 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 90 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 51 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 24 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 [Mac]

  Answered Closed AFN 3.8K views 140 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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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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  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 32 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Custom Colors For Accounts In Sidebar (Mac)

  Reviewed Oscelot 15 views 0 comments 2 points Started by Oscelot October 2025 Manage Accounts and Transactions
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  Coinbase partially working

  Closed esaurusaitis 22 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Account Status Report

  Reviewed Michael Wacey 54 views 4 comments 2 points Most recent by Michael Wacey October 2025Reports
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  update progress window, include wheel progress indicator from main acct window

  Reviewed india just 1 view 0 comments 1 point Started by india just October 2025 Product Enhancements
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  Ability to group Investment accounts by Taxable and Non-Taxable on Account Sidebar [Edited]

  Reviewed Dali 26 views 2 comments 1 point Most recent by Dali October 2025Investments
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  Principal Financial 401K account added successfully, but the amount is DOUBLED

  Answered Closed jc999 136 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Add Integrations for International Banks (primarily in the UK and EU)

  Reviewed Nederdraak 468 views 9 comments 3 points Most recent by jacobs October 2025Manage Accounts and Transactions
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  How to manage old accounts? What to delete and how?

  Closed mikek753b 34 views 2 comments 0 points Most recent by mikek753b October 2025Download, Add/Update Accounts (Windows)