Known Issues

Discussion List

• 
  Is cash handling in a Fidelity brokerage account part of the Fidelity issues I see posted?

  Answered Closed Dennis6@ 3K views 55 comments 0 points Most recent by ha_amin November 2025Investing (Windows)
• 
  Merged: One Step updates Hangs

  Closed xjthorn 211 views 0 comments 2 points Most recent by ricochet82 October 2025Download, Add/Update Accounts (Windows)
• 
  Merrill Lynch not reporting Value properly

  Answered Closed tfhoughton 29 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  zzz-Fidelity Updates

  Closed Gary R 64K views 1.3K comments 2 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  UPDATED 10/16/25 HealthEquity - CC-501/FDP-101

  Quicken Kristina 1.8K views 2 comments -1 point Most recent by Quicken Anja October 2025Alerts, Online Banking & Known Product Issues
• 
  Investment register went BLANK; recovered by restarting Quicken

  Closed Rx 91 views 1 comment 0 points Most recent by Tom Young October 2025Investing (Windows)
• 
  Stock sector graphic error

  Closed Bitsmasher 19 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Investing (Windows)
• 
  "The associated accounts can't update right now. We are investigating the issue" after OSU

  Closed Lampatrick 139 views 3 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  Bank of America/Merrill Lynch Issues

  Closed cjim 106 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  CTP-13955 Fidelity Conversion to EWC+ has caused numerous problems. When are fixes expected?

  Closed rspincus 383 views 8 comments 1 point Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
• 
  ONGOING 9/30/25 Chase FDP-105 on Quicken Classic for Mac

  Quicken Alyssa 510 views 2 comments 0 points Most recent by Quicken Alyssa September 2025Alerts, Online Banking & Known Product Issues