OLB

Discussion List

• 
  Update tries to reauthorize a long closed Fidelity account after EWC+ cut over

  Closed ct89 109 views 7 comments 0 points Most recent by Quicken Alyssa November 3Errors and Troubleshooting (Windows)
• 
  OL-301 Error

  Closed System 17 views 2 comments 0 points Most recent by Quicken Alyssa November 3Errors and Troubleshooting (Windows)
• 
  OL-301 A error Truist

  Closed lwv 41 views 1 comment 0 points Most recent by Quicken Alyssa November 3Errors and Troubleshooting (Windows)
• 
  Any support for downloading from Webull?

  Answered Closed MichaelCortese 34 views 1 comment 0 points Most recent by Quicken Alyssa November 3Download, Add/Update Accounts (Windows)
• 
  Can't Connect to Fidelity

  Closed CPFinance$ 99 views 3 comments 0 points Most recent by Quicken Alyssa November 3Download, Add/Update Accounts (Windows)
• 
  Fidelity Incorrect Balances

  Closed System 48 views 4 comments 0 points Most recent by Quicken Alyssa November 2Registers & Transactions (Mac)
• 
  Can you have 2 copies of Quicken use EWC+ on same institution?

  Closed qudtp 123 views 10 comments 0 points Most recent by Chris_QPW November 2Download, Add/Update Accounts (Windows)
• 
  Cannot download data from Fidelity, Quicken keeps asking to reauthorize

  Closed alex4747 62 views 3 comments 0 points Most recent by Quicken Alyssa November 2Download, Add/Update Accounts (Windows)
• 
  Fidelity account will not download sale of FZDXX when sold

  Closed Dennis Nelson 81 views 4 comments 0 points Most recent by Quicken Alyssa November 2Investing (Windows)
• 
  Fidelity Add-on to Known Issues

  Closed David J. Carlson 99 views 5 comments 0 points Most recent by Quicken Alyssa November 2Download, Add/Update Accounts (Windows)
• 
  New Major Bug That Scares Me: Quote Price on Lots Incorrect

  Answered Closed recursor1 72 views 5 comments 0 points Most recent by Quicken Alyssa November 2Errors and Troubleshooting (Windows)
• 
  Morgan Stanley transactions are not downloading into Quicken for Mac

  Answered Closed jjrichards 24 views 1 comment 0 points Most recent by Quicken Alyssa November 2Download, Add/Update Accounts (Mac)
• 
  Northwestern Mutual

  Closed kaganrj 21 views 1 comment 0 points Most recent by Quicken Alyssa November 2Download, Add/Update Accounts (Windows)
• 
  TFCU not downloading

  Closed es114 14 views 1 comment 0 points Most recent by Quicken Alyssa November 2Download, Add/Update Accounts (Windows)
• 
  Error Code 503 when exiting with Quicken Backup

  Answered Closed Michael Heady 17 views 1 comment 0 points Most recent by Quicken Alyssa November 2Errors and Troubleshooting (Mac)
• 
  Repeated 2FA Authentication required for downloading from Tower Federal Credit Union

  Answered Closed morebikethanman 81 views 5 comments 0 points Most recent by Quicken Alyssa November 2Download, Add/Update Accounts (Windows)
• 
  Sudden change of investment acc. to simplified view, Restore detailed view account data from backup?

  Answered Closed BlueTurtleJR 57 views 4 comments 0 points Most recent by Quicken Alyssa November 2Download, Add/Update Accounts (Windows)
• 
  Cash balance in investment account out of sync - Fidelity

  Closed Jeff2056 95 views 5 comments 0 points Most recent by Quicken Alyssa November 2Registers & Transactions (Windows)
• 
  Fidelity Reauthorization

  Closed Lasleyma 414 views 15 comments 0 points Most recent by briankelly November 1Download, Add/Update Accounts (Windows)
• 
  Fidelity Not Updating

  Closed anh6870 197 views 11 comments 1 point Most recent by Quicken Anja October 31Errors and Troubleshooting (Windows)
• 
  NetxInvestor / Pershing Automatic Account Update

  Answered Closed JP McClernon 59 views 3 comments 0 points Most recent by Quicken Alyssa October 30Download, Add/Update Accounts (Windows)
• 
  Quicken Bank and financial institution connections

  Closed rusfr 65 views 4 comments 0 points Most recent by Quicken Alyssa October 30Errors and Troubleshooting (Windows)
• 
  Unable to Connect to Fidelity NetBenefits

  Closed System 98 views 9 comments 0 points Most recent by Quicken Alyssa October 30Download, Add/Update Accounts (Windows)
• 
  October 2025 PNC Bank update breaks Quicken One-Step Update

  Closed eghanson 258 views 2 comments 0 points Most recent by Boatnmaniac October 30Download, Add/Update Accounts (Windows)
• 
  Merrill Red Flags even without any unrecorded transactions

  Closed S Singer 18 views 1 comment 0 points Most recent by Quicken Alyssa October 30Download, Add/Update Accounts (Windows)
• 
  Third Avenue Funds FDP-102 error

  Closed SteveBoone 25 views 3 comments 0 points Most recent by Quicken Alyssa October 29Download, Add/Update Accounts (Mac)
• 
  Cannot update password for Fifth Third Bank

  Closed ghalweg 38 views 3 comments 0 points Most recent by Quicken Alyssa October 29Signing in, Passwords, and Activation (Windows)
• 
  The Payees are not downloading correctly

  Answered Closed Jansch 77 views 9 comments 0 points Most recent by Quicken Alyssa October 29Download, Add/Update Accounts (Windows)
• 
  Error message, telling me to reconcile downloaded transactions. There are none.

  Answered Closed treasur2 39 views 4 comments 0 points Most recent by Quicken Alyssa October 29Registers & Transactions (Windows)
• 
  Fidelity Migration

  Closed dkirin 68 views 3 comments 0 points Most recent by Quicken Alyssa October 28Errors and Troubleshooting (Windows)