Known Issues

Discussion List

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  UPDATED 10/28/25 Fidelity Updates

  Announcement Quicken Janean 10.4K views 5 comments 10 points Most recent by Quicken Janean October 28Alerts, Online Banking & Known Product Issues
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  Fidelity Accounts Not Updating Balances

  Closed Jillartstudio 160 views 6 comments 0 points Most recent by Quicken Alyssa October 28Errors and Troubleshooting (Mac)
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  ONGOING 10/28/25 FDP-101 SYNCHRONY

  Quicken Alyssa 181 views 2 comments 0 points Most recent by Quicken Alyssa October 28Alerts, Online Banking & Known Product Issues
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  Meta vs FB pricing

  Closed edmondoffermann 40 views 1 comment 0 points Most recent by Quicken Anja October 24Download, Add/Update Accounts (Mac)
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  Merrill Lynch not reporting Value properly

  Answered Closed tfhoughton 25 views 1 comment 0 points Most recent by Quicken Alyssa October 23Download, Add/Update Accounts (Windows)
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  Fidelity HSA not downloading transactions

  Closed System 170 views 3 comments 0 points Most recent by ruavthokie October 21Download, Add/Update Accounts (Windows)
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  Status Request on "Subcategories: Hide All does not work" - Ticket CTP-13045

  Closed pablomiller 57 views 3 comments 0 points Most recent by Quicken Kristina October 19Reports (Windows)
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  zzz-Fidelity Updates

  Closed Gary R 46.2K views 1.3K comments 2 points Most recent by Quicken Kristina October 17Download, Add/Update Accounts (Windows)
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  UPDATED 10/16/25 HealthEquity - CC-501/FDP-101

  Quicken Kristina 1K views 2 comments -1 point Most recent by Quicken Anja October 16Alerts, Online Banking & Known Product Issues
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  10/13/25 No Transactions for Fidelity HSA Accounts

  Announcement Quicken Kristina 1.2K views 0 comments 4 points Started by Quicken Kristina October 13 Announcements
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  Investment register went BLANK; recovered by restarting Quicken

  Closed Rx 34 views 1 comment 0 points Most recent by Tom Young October 11Investing (Windows)
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  Quicken keeps insisting my balance at Fidelity is off by my exact balance.

  Closed Maria52Girgis 119 views 7 comments 0 points Most recent by Quicken Kristina October 10Download, Add/Update Accounts (Mac)
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  Graphics Issues on Multiple Displays - CTP-12046

  Closed DisplacedHoosier 23 views 1 comment 0 points Most recent by Quicken Anja October 10Reports (Windows)
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  Stock sector graphic error

  Closed Bitsmasher 18 views 1 comment 0 points Most recent by Quicken Alyssa October 5Investing (Windows)
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  Fidelity Disaster

  Closed sycamore1234 286 views 6 comments 1 point Most recent by Quicken Kristina October 5Errors and Troubleshooting (Mac)
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  "The associated accounts can't update right now. We are investigating the issue" after OSU

  Closed Lampatrick 77 views 3 comments 0 points Most recent by Quicken Anja October 4Download, Add/Update Accounts (Windows)
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  Bank of America/Merrill Lynch Issues

  Closed cjim 86 views 1 comment 0 points Most recent by Quicken Anja October 1Download, Add/Update Accounts (Windows)
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  CTP-13955 Fidelity Conversion to EWC+ has caused numerous problems. When are fixes expected?

  Closed rspincus 299 views 8 comments 1 point Most recent by Quicken Kristina September 30Errors and Troubleshooting (Windows)
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  ONGOING 9/30/25 Chase FDP-105 on Quicken Classic for Mac

  Quicken Alyssa 280 views 2 comments 0 points Most recent by Quicken Alyssa September 30Alerts, Online Banking & Known Product Issues
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  ONGOING 9/29/25 Fidelity Investments - 401(k) Unidentified Security during cutover

  Quicken Anja 1.4K views 2 comments 0 points Most recent by Quicken Kristina September 29Alerts, Online Banking & Known Product Issues