OLB

Discussion List

• 
  NetxInvestor / Pershing Automatic Account Update

  Answered Closed JP McClernon 78 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Quicken Bank and financial institution connections

  Closed rusfr 62 views 4 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
• 
  Unable to Connect to Fidelity NetBenefits

  Closed System 117 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  October 2025 PNC Bank update breaks Quicken One-Step Update

  Closed eghanson 301 views 2 comments 0 points Most recent by Boatnmaniac October 2025Download, Add/Update Accounts (Windows)
• 
  Merrill Red Flags even without any unrecorded transactions

  Closed S Singer 13 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Third Avenue Funds FDP-102 error

  Closed SteveBoone 22 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
• 
  Cannot update password for Fifth Third Bank

  Closed ghalweg 45 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Signing in, Passwords, and Activation (Windows)
• 
  The Payees are not downloading correctly

  Answered Closed Jansch 87 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Error message, telling me to reconcile downloaded transactions. There are none.

  Answered Closed treasur2 37 views 4 comments 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Windows)
• 
  Fidelity Migration

  Closed dkirin 62 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
• 
  Sign in to Merrill Lynch Benefits OnLine bank failed.

  Closed System 26 views 2 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Not Able to Download transaction in Fidelity Cash Management Account

  Answered Closed JNTexas 423 views 24 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  multiple accounts giving me the "Did you mis-type..." error when trying to add new account.

  Closed JoeyMaggard 105 views 10 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
• 
  Scheduled Updates and the Vault

  Closed donotemailhere989 66 views 7 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Bank of America - OFX Instead of QFX

  Closed System 61 views 3 comments 0 points Most recent by splasher October 2025Installing and Updating (Windows)
• 
  Still having issues with Nordstrom Visa

  Closed Pumprules 53 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Mac)
• 
  Quicken crashing on Fidelity FCASH pop up window

  Answered Closed JustQuick 72 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
• 
  Quicken only importing some transactions from Apple Card statement

  Closed AdeleB 33 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
• 
  Spokane Teachers Credit Union

  Closed Scrapper 21 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
• 
  One Step Update US Bank

  Answered Closed goodswak 24 views 2 comments 0 points Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
• 
  Merrill Lynch not reporting Value properly

  Answered Closed tfhoughton 26 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity NetBenefits EWC+ download.

  Closed Ducati 32 views 1 comment 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity updates broken

  Answered Closed peteanderson 229 views 15 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Option Contracts

  Closed rbridges01 34 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
• 
  Osaic accounts connect but no amounts

  Answered Closed rfanning 33 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Citibank Authorization

  Closed sjnelson 213 views 13 comments 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
• 
  Trouble connecting Synchrony Credit Cards

  Closed jtoolen 112 views 5 comments 1 point Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
• 
  Reauthorizing Accounts (Fidelity and Merrill Lynch)

  Answered Closed DCParker 106 views 7 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Quicken requests account re-authorization for Fidelity on every one step update

  Closed Alcors3 2.5K views 56 comments 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Download Issues with Fidelity

  Closed System 22 views 2 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)